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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Concert Wealth Management
California
$852K -$2.41M -34,830 -74%
FMWA
552
Forvis Mazars Wealth Advisors
Missouri
$849K +$20.4K +294 +2%
AEPG
553
American Economic Planning Group
New Jersey
$846K +$305K +4,410 +58%
AWM
554
Avior Wealth Management
Nebraska
$841K +$438K +6,326 +111%
BSWMG
555
Barrington Strategic Wealth Management Group
Illinois
$830K -$211K -3,050 -20%
CWM
556
Connecticut Wealth Management
Connecticut
$817K -$174K -2,515 -18%
CAM
557
Concorde Asset Management
Michigan
$815K +$804K +11,615 New
Neuberger Berman Group
558
Neuberger Berman Group
New York
$813K -$32.4K -468 -4%
BSW
559
Buckingham Strategic Wealth
Missouri
$812K +$171K +2,468 +27%
HCM
560
Hodges Capital Management
Texas
$803K -$329K -4,750 -29%
RFS
561
Rockefeller Financial Services
New York
$801K
PPA
562
Parametric Portfolio Associates
Washington
$798K +$102K +1,472 +15%
RMDI
563
R.M. Davis Inc
Maine
$798K +$157K +2,266 +25%
BHIA
564
Birch Hill Investment Advisors
Massachusetts
$797K +$80.7K +1,165 +11%
PSUF
565
People's United Financial
Connecticut
$787K -$3.19K -46 -0.4%
DE
566
Day & Ennis
Georgia
$774K +$295K +4,263 +63%
PL
567
Plancorp LLC
Missouri
$772K +$143K +2,071 +23%
MGIA
568
Moneta Group Investment Advisors
Missouri
$771K +$761K +10,995 New
TTWM
569
TCV Trust & Wealth Management
Virginia
$770K -$27.7K -400 -4%
FMW
570
Farr Miller & Washington
District of Columbia
$769K +$60.3K +871 +9%
Victory Capital Management
571
Victory Capital Management
Texas
$761K
CFA
572
Cahill Financial Advisors
Minnesota
$753K -$485 -7 -0.1%
MIC
573
Meridian Investment Counsel
California
$745K
TIA
574
Tiemann Investment Advisors
California
$740K +$2.08K +30 +0.3%
PG
575
Patten Group
Tennessee
$722K +$414K +5,973 +138%