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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
601
Blue Square Asset Management
New York
$3.48M +$1.69M +20,987 +102%
F
602
F3Logic
Minnesota
$3.48M -$1.05M -13,108 -24%
CA
603
Crumly & Associates
Illinois
$3.47M +$3.33M +41,367 New
SGK
604
Steigerwald Gordon & Koch
Virginia
$3.46M -$87K -1,081 -3%
FM
605
Family Management
New York
$3.44M +$348K +4,327 +12%
People's United Financial
606
People's United Financial
Connecticut
$3.44M -$124K -1,547 -4%
W
607
Wealthquest
Ohio
$3.43M -$96.6K -1,201 -3%
PAG
608
Pinnacle Advisory Group
Maryland
$3.4M +$19.5K +242 +0.6%
IWP
609
IAG Wealth Partners
Wisconsin
$3.39M +$3.25M +40,437 New
IWA
610
Independence Wealth Advisors
Virginia
$3.39M -$174K -2,157 -5%
ATC
611
Adirondack Trust Company
New York
$3.38M +$67.2K +835 +2%
PA
612
PFG Advisors
Arizona
$3.37M +$16.6K +206 +0.5%
LDB
613
Lee, Danner & Bass
Tennessee
$3.34M -$80.9K -1,005 -2%
SIAM
614
Sterling Investment Advisors (Missouri)
Missouri
$3.33M -$64.8K -806 -2%
KL
615
KWMG LLC
Kansas
$3.31M +$127K +1,584 +4%
Robertson Stephens Wealth Management
616
Robertson Stephens Wealth Management
California
$3.31M -$4.43M -55,055 -58%
Benjamin F. Edwards & Company
617
Benjamin F. Edwards & Company
Missouri
$3.29M +$264K +3,285 +9%
AIG
618
American International Group
New York
$3.29M +$1.4M +17,400 +80%
World Investment Advisors
619
World Investment Advisors
California
$3.29M +$1.94M +24,100 +160%
BWM
620
BerganKDV Wealth Management
Minnesota
$3.28M +$43.8K +545 +1%
Natixis
621
Natixis
France
$3.27M +$302K +3,751 +11%
Peapack-Gladstone Financial Corp
622
Peapack-Gladstone Financial Corp
New Jersey
$3.27M -$340K -4,229 -10%
ST
623
Spinnaker Trust
Maine
$3.25M +$115K +1,429 +4%
BFWA
624
Benchmark Financial Wealth Advisors
Florida
$3.23M +$133K +1,650 +4%
UBG
625
United Bank (Georgia)
Georgia
$3.23M +$116K +1,444 +4%