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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
576
Private Ocean
California
$278K +$456 +8 +0.2%
AP
577
Advisor Partners
California
$275K +$26.8K +470 +11%
SFG
578
SevenBridge Financial Group
Pennsylvania
$275K +$270K +4,728 New
CD
579
Carl Domino
Florida
$273K
CCA
580
Cobblestone Capital Advisors
New York
$272K +$267K +4,688 New
PMFA
581
Plante Moran Financial Advisors
Michigan
$270K
WF
582
Welch & Forbes
Massachusetts
$270K +$266K +4,662 New
PCA
583
Peddock Capital Advisors
Massachusetts
$268K +$17.3K +304 +7%
NIC
584
Northwest Investment Counselors
Oregon
$265K -$11.6K -204 -4%
CFS
585
Commonwealth Financial Services
West Virginia
$259K
WCWM
586
Wooster Corthell Wealth Management
Connecticut
$257K -$5.02K -88 -2%
DAS
587
Dynamic Advisor Solutions
Arizona
$257K
AWM
588
Avior Wealth Management
Nebraska
$257K +$13.5K +236 +6%
MWM
589
Modera Wealth Management
New Jersey
$256K +$252K +4,412 New
PS
590
Portfolio Solutions
Michigan
$255K -$29.9K -524 -11%
OA
591
Oxbow Advisors
Texas
$253K -$38.8K -680 -14%
NGA
592
Naples Global Advisors
Florida
$252K
TAM
593
Trillium Asset Management
Massachusetts
$248K -$52.1K -914 -18%
EWM
594
Evercore Wealth Management
New York
$248K -$2.74K -48 -1%
TH
595
Timber Hill
Connecticut
$248K +$244K +4,272 New
VWM
596
Vector Wealth Management
Minnesota
$247K -$38.2K -670 -14%
NFG
597
Next Financial Group
Texas
$247K +$13.2K +232 +6%
Manulife (Manufacturers Life Insurance)
598
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$244K +$54.5K +956 +29%
FPCP
599
Fort Point Capital Partners
California
$243K
AF
600
Affiance Financial
Minnesota
$243K +$17.8K +312 +8%