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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
451
McKinley Carter Wealth Services
West Virginia
$801K +$158K +2,584 +25%
MFT
452
Moisand Fitzgerald Tamayo
Florida
$796K -$3.05K -50 -0.4%
BAC
453
Boys Arnold & Co
North Carolina
$784K
AFP
454
Ausdal Financial Partners
Iowa
$784K +$157K +2,572 +26%
SI
455
Stephens Inc
Arkansas
$777K +$32.1K +526 +4%
CWA
456
Cypress Wealth Advisors
California
$760K +$155K +2,530 +26%
CLOS
457
Compagnie Lombard Odier SCmA
Switzerland
$757K
SCA
458
Stillwater Capital Advisors
Pennsylvania
$751K +$247K +4,044 +50%
BB
459
Busey Bank
Illinois
$738K -$126K -2,058 -15%
FMWA
460
Forvis Mazars Wealth Advisors
Missouri
$738K -$8.79K -144 -1%
OMC
461
Overbrook Management Corp
New York
$730K -$8.55K -140 -1%
1IA
462
1834 Investment Advisors
Wisconsin
$725K -$3.79K -62 -0.5%
SWM
463
SVA Wealth Management
Wisconsin
$723K +$6.96K +114 +1%
IWMPD
464
Integrated Wealth Management (Palm Desert)
California
$719K -$56.6K -926 -7%
TSWM
465
Triangle Securities Wealth Management
North Carolina
$714K +$702K +11,498 New
KPAG
466
KLS Professional Advisors Group
New York
$710K +$134K +2,192 +24%
CWM
467
Cornerstone Wealth Management
Missouri
$701K +$694K +11,368 New
CA
468
Commerzbank Aktiengesellschaft
Germany
$698K +$687K +11,252 New
LIA
469
LBMC Investment Advisors
Tennessee
$690K +$12.2K +200 +2%
TTWM
470
TCV Trust & Wealth Management
Virginia
$689K
LBC
471
Lowe Brockenbrough & Co
Virginia
$681K
GF
472
Gerstein Fisher
New York
$670K -$32.7K -536 -5%
AssetMark Inc
473
AssetMark Inc
California
$664K +$66.5K +1,088 +11%
HB
474
Homrich & Berg
Georgia
$662K +$652K +10,668 New
TIA
475
Tiemann Investment Advisors
California
$660K -$13.2K -216 -2%