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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
601
Davenport & Co
Virginia
$2.59M -$409K -5,713 -13%
Cerity Partners
602
Cerity Partners
New York
$2.59M -$2.35M -32,837 -47%
FM
603
Family Management
New York
$2.59M +$63.4K +885 +2%
RWMH
604
Riverpoint Wealth Management Holdings
Illinois
$2.59M +$80K +1,116 +3%
SP
605
SWS Partners
Ohio
$2.58M +$2.63M +36,763 New
ST
606
Spinnaker Trust
Maine
$2.54M -$5.73K -80 -0.2%
N
607
Natixis
France
$2.53M +$245K +3,416 +10%
NL
608
NWAM LLC
Washington
$2.53M -$1.88M -26,198 -42%
LIM
609
Leavell Investment Management
Alabama
$2.52M -$273K -3,806 -10%
CFO
610
CVA Family Office
Colorado
$2.5M +$215K +3,000 +9%
LWP
611
Legacy Wealth Planning
Nevada
$2.49M -$129K -1,799 -5%
FCA
612
FinTrust Capital Advisors
South Carolina
$2.48M +$601K +8,388 +31%
PWMAG
613
Pinnacle Wealth Management Advisory Group
New Jersey
$2.48M +$118K +1,645 +5%
HPC
614
HM Payson & Co
Maine
$2.46M -$416K -5,801 -14%
TFF
615
The Family Firm
Maryland
$2.45M -$60.3K -842 -2%
GTAM
616
Global Trust Asset Management
Florida
$2.44M +$30.6K +427 +1%
FWM
617
Filbrandt Wealth Management
Wisconsin
$2.44M -$109K -1,518 -4%
PAG
618
Private Advisory Group
Washington
$2.42M -$48.2K -673 -2%
FAIM
619
Financial Advocates Investment Management
Washington
$2.4M +$539K +7,525 +28%
NEAM
620
New England Asset Management
Connecticut
$2.4M
MWM
621
MorganRosel Wealth Management
Colorado
$2.38M +$101K +1,414 +4%
JSL
622
JT Stratford LLC
Georgia
$2.38M +$729K +10,171 +43%
LF
623
Lee Financial
Texas
$2.37M -$2.33M -32,548 -49%
MIG
624
McGuire Investment Group
Rhode Island
$2.37M +$43.1K +602 +2%
PP
625
PrairieView Partners
Minnesota
$2.36M -$11.5K -160 -0.5%