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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
551
Frontier Wealth Management
Missouri
$3M -$511K -6,605 -15%
BWM
552
BerganKDV Wealth Management
Minnesota
$3M +$88.2K +1,139 +3%
SCA
553
Stokes Capital Advisors
South Carolina
$2.97M -$154K -1,986 -5%
KL
554
KWMG LLC
Kansas
$2.95M -$186K -2,396 -6%
DFA
555
Delta Financial Advisors
Louisiana
$2.95M -$87.9K -1,135 -3%
ST
556
Spinnaker Trust
Maine
$2.91M +$73.2K +945 +3%
EFSCE
557
Enterprise Financial Services Corp (EFSC)
Missouri
$2.91M -$2.01K -26 -0.1%
SAA
558
Southeast Asset Advisors
Georgia
$2.9M +$377K +4,872 +15%
CFG
559
Citizens Financial Group
Rhode Island
$2.89M +$341K +4,406 +13%
UBG
560
United Bank (Georgia)
Georgia
$2.89M +$86.1K +1,112 +3%
DP
561
Denver PWM
Colorado
$2.89M -$697 -9 -0%
BFWA
562
Benchmark Financial Wealth Advisors
Florida
$2.87M +$273K +3,523 +11%
CIR
563
Clear Investment Research
Georgia
$2.86M -$2.68M -34,570 -48%
FM
564
Family Management
New York
$2.86M +$1.24M +15,996 +77%
SS
565
Simplicity Solutions
Minnesota
$2.85M +$625K +8,067 +28%
TFF
566
The Family Firm
Maryland
$2.83M +$564K +7,280 +25%
CPP
567
Crow Point Partners
Massachusetts
$2.83M +$1.23M +15,910 +78%
BFEC
568
Benjamin F. Edwards & Company
Missouri
$2.8M +$541K +6,989 +24%
KFGK
569
Keystone Financial Group (Kentucky)
Kentucky
$2.79M +$17K +220 +0.6%
ACM
570
Armbruster Capital Management
New York
$2.78M -$229K -2,963 -8%
GSWM
571
Golden State Wealth Management
California
$2.78M +$12.4K +160 +0.5%
IWC
572
Integrated Wealth Concepts
Massachusetts
$2.77M -$398K -5,139 -13%
AC
573
Alley Company
Illinois
$2.77M +$4.49K +58 +0.2%
N
574
Natixis
France
$2.75M +$194K +2,511 +8%
IDA
575
Intelligence Driven Advisers
California
$2.75M +$359K +4,632 +15%