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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
551
Canvas Wealth Advisors
Kansas
$9.51M +$831K +7,359 +10%
CT
552
Caldwell Trust
Florida
$9.47M +$117K +1,040 +1%
CSIC
553
Clifford Swan Investment Counsel
California
$9.47M +$424K +3,757 +5%
GIA
554
GHP Investment Advisors
Colorado
$9.46M +$24.1K +213 +0.3%
PFA
555
Pathway Financial Advisors
Vermont
$9.42M +$795K +7,035 +10%
NF
556
Nikulski Financial
Iowa
$9.41M +$127K +1,120 +1%
CAC
557
Certified Advisory Corp
Florida
$9.35M -$33.9K -300 -0.4%
LPT
558
Legacy Private Trust
Wisconsin
$9.3M +$206K +1,827 +2%
KWM
559
Kingsview Wealth Management
Oregon
$9.29M +$286K +2,534 +3%
PAS
560
Park Avenue Securities
New York
$9.29M +$1M +8,894 +13%
TC
561
Trilogy Capital
California
$9.26M +$207K +1,835 +2%
MPCG
562
Matrix Private Capital Group
New York
$9.25M +$230K +2,039 +3%
IA
563
IFP Advisors
Florida
$9.2M +$560K +4,958 +7%
4FG
564
4Thought Financial Group
New York
$9.15M -$606K -5,368 -6%
SFS
565
Sowell Financial Services
Arkansas
$9.03M -$317K -2,809 -4%
IWM
566
IHT Wealth Management
Illinois
$9.02M +$1.4M +12,368 +19%
Betterment LLC
567
Betterment LLC
New York
$9.02M -$1.04M -9,213 -11%
CNB
568
Camden National Bank
Maine
$9M -$40.9K -362 -0.5%
JSL
569
JT Stratford LLC
Georgia
$8.97M +$153K +1,354 +2%
QFA
570
Quattro Financial Advisors
Texas
$8.95M +$1.28M +11,350 +17%
CPW
571
Crestmont Private Wealth
Texas
$8.95M +$98.6K +873 +1%
SCA
572
Southern Capital Advisors
Tennessee
$8.88M +$537K +4,749 +7%
EIP
573
Ellis Investment Partners
Pennsylvania
$8.83M -$357K -3,157 -4%
SFG
574
Somnio Financial Group
Connecticut
$8.79M +$192K +1,701 +2%
BRM
575
Boston Research & Management
Massachusetts
$8.73M +$75.7K +670 +0.9%