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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DMC
651
Drexel Morgan & Co
Pennsylvania
$603K
TI
652
Telemetry Investments
New York
$594K +$561K +8,000 New
SFM
653
Signature Financial Management
Virginia
$593K +$344K +4,906 +159%
DHFB
654
Dixon Hubard Feinour & Brown
Virginia
$593K +$560K +7,994 New
CCM
655
Coldstream Capital Management
Washington
$590K +$138K +1,975 +33%
BA
656
BKS Advisors
Michigan
$588K -$10.2K -146 -2%
HS
657
Huntington Steele
Pennsylvania
$586K +$246K +3,512 +80%
SEI Investments
658
SEI Investments
Pennsylvania
$585K +$173K +2,474 +46%
MWM
659
Meridian Wealth Management
Kentucky
$579K -$83.7K -1,194 -13%
SWM
660
SigFig Wealth Management
California
$576K +$544K +7,756 New
FIB
661
First Interstate Bank
Montana
$572K +$42K +600 +8%
MCM
662
Mitchell Capital Management
Kansas
$571K +$7.22K +103 +1%
CT
663
Coastline Trust
Rhode Island
$570K
ACI
664
Alpha Cubed Investments
California
$569K +$83.3K +1,189 +18%
PFGIA
665
Patriot Financial Group Insurance Agency
Massachusetts
$561K +$50.2K +717 +11%
BFA
666
Beaumont Financial Advisors
Massachusetts
$559K -$143K -2,043 -21%
CCM
667
Coe Capital Management
Illinois
$554K +$45.6K +650 +10%
NSIM
668
North Star Investment Management
Illinois
$551K -$7.01K -100 -1%
CI
669
Cigna Investments
Connecticut
$550K +$9.11K +130 +2%
DIA
670
Dana Investment Advisors
Wisconsin
$550K +$28.9K +412 +6%
SWM
671
Stockman Wealth Management
Montana
$550K +$519K +7,406 New
SSWM
672
Smith Salley Wealth Management
North Carolina
$548K -$35.6K -508 -6%
MC
673
Moors & Cabot
Massachusetts
$547K +$31.2K +445 +6%
FPCP
674
Fort Point Capital Partners
California
$544K -$5.89K -84 -1%
BCM
675
Brookmont Capital Management
Texas
$544K +$25.9K +370 +5%