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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
451
Divergent Wealth Advisors
Utah
$10.4M -$1.84M -16,151 -15%
RSWM
452
Robertson Stephens Wealth Management
California
$10.4M -$3.99M -35,038 -28%
CG
453
CFO4Life Group
Texas
$10.4M -$677K -5,940 -6%
PWP
454
Personal Wealth Partners
Minnesota
$10.3M -$631K -5,541 -6%
HPWM
455
Highland Private Wealth Management
Washington
$10.3M -$358K -3,139 -3%
TWM
456
Tradition Wealth Management
Minnesota
$10.3M +$2.71M +23,774 +36%
BSAM
457
Blue Square Asset Management
New York
$10.1M -$545K -4,781 -5%
PFS
458
Prospera Financial Services
Texas
$10.1M +$229K +2,007 +2%
Brown Advisory
459
Brown Advisory
Maryland
$10.1M +$3.59M +31,502 +55%
GCA
460
Greenwood Capital Associates
South Carolina
$10.1M +$62.8K +551 +0.6%
CCA
461
Column Capital Advisors
Indiana
$10M -$204K -1,792 -2%
LFS
462
Legacy Financial Strategies
Kansas
$10M -$416K -3,646 -4%
HF
463
Halpern Financial
Virginia
$10M +$437K +3,834 +5%
KWP
464
Keystone Wealth Partners
Arizona
$9.99M +$658K +5,770 +7%
SCA
465
Southern Capital Advisors
Tennessee
$9.88M +$9.84M +86,315 New
CCM
466
Condor Capital Management
New Jersey
$9.88M +$77.5K +680 +0.8%
SHJ
467
Sharkey, Howes & Javer
Colorado
$9.88M +$356K +3,128 +4%
CT
468
Caldwell Trust
Florida
$9.82M +$244K +2,139 +3%
GIA
469
GHP Investment Advisors
Colorado
$9.79M -$221K -1,943 -2%
IP
470
Invenire Partners
Connecticut
$9.76M +$9.71M +85,236 New
GIA
471
Gladstone Institutional Advisory
Florida
$9.74M +$1.61M +14,151 +20%
NPF
472
Norris Perne & French
Michigan
$9.74M -$2.01M -17,645 -17%
MFM
473
Mirsky Financial Management
New York
$9.65M +$343K +3,009 +4%
OFG
474
Omega Financial Group
California
$9.65M +$703K +6,171 +8%
ECM
475
Evergreen Capital Management
Washington
$9.62M +$714K +6,269 +8%