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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBI
526
May Barnhard Investments
Maryland
$9.5M -$566K -5,012 -5%
CT
527
Caldwell Trust
Florida
$9.49M +$554K +4,910 +6%
LA
528
LVW Advisors
New York
$9.48M +$1.9M +16,868 +23%
IA
529
IFP Advisors
Florida
$9.44M +$910K +8,066 +10%
BWFA
530
Baltimore-Washington Financial Advisors
Maryland
$9.43M +$88.2K +782 +0.9%
KPWG
531
KFA Private Wealth Group
Virginia
$9.42M +$3.69M +32,728 +57%
SDAM
532
Shulman DeMeo Asset Management
New York
$9.39M -$73.8K -654 -0.7%
PI
533
Pachira Investments
California
$9.35M -$92.6K -821 -0.9%
BFA
534
Bright Financial Advisors
Michigan
$9.32M +$409K +3,627 +4%
PSCM
535
Per Stirling Capital Management
Texas
$9.3M -$465K -4,121 -4%
CGPCS
536
Capital Group Private Client Services
California
$9.28M +$6.77M +60,039 +209%
BOH
537
Bank of Hawaii
Hawaii
$9.25M
BCM
538
Brookstone Capital Management
Illinois
$9.23M -$596K -5,282 -6%
EI
539
eCIO Inc
Wisconsin
$9.11M +$9.83M +87,087 New
TDWM
540
Topel & Distasi Wealth Management
California
$9.07M +$63.8K +565 +0.7%
FCP
541
Fidelis Capital Partners
Florida
$9.02M +$1.63M +14,464 +19%
JSL
542
JT Stratford LLC
Georgia
$8.98M +$77.9K +690 +0.8%
CSIC
543
Clifford Swan Investment Counsel
California
$8.98M +$296K +2,620 +3%
KWM
544
Kingsview Wealth Management
Oregon
$8.95M +$194K +1,717 +2%
HWM
545
HighMark Wealth Management
Minnesota
$8.92M +$41.3K +366 +0.4%
NFG
546
Nations Financial Group
Iowa
$8.89M -$1.73M -15,369 -15%
HCM
547
Hudson Capital Management
New Jersey
$8.88M +$2.65M +23,499 +38%
BHBT
548
Burke & Herbert Bank & Trust
Virginia
$8.85M +$44.1K +391 +0.5%
SA
549
SoundView Advisors
Washington
$8.74M -$365K -3,236 -4%
Retirement Systems of Alabama
550
Retirement Systems of Alabama
Alabama
$8.73M