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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
676
Connecticut Wealth Management
Connecticut
$880K -$22.7K -301 -3%
TI
677
Truepoint Inc
Ohio
$879K +$178K +2,357 +26%
RFS
678
Rockefeller Financial Services
New York
$878K
PGA
679
Premia Global Advisors
Florida
$876K +$872K +11,563 New
EWF
680
Epstein & White Financial
California
$873K +$826K +10,962 New
CIBC World Market
681
CIBC World Market
Ontario, Canada
$871K +$184K +2,446 +28%
FMW
682
Farr Miller & Washington
District of Columbia
$868K +$21.2K +281 +3%
CFA
683
Cahill Financial Advisors
Minnesota
$866K -$5.8K -77 -0.7%
BRF
684
B. Riley Financial
California
$859K -$6.33K -84 -0.7%
HIC
685
Holderness Investments Company
North Carolina
$845K +$196K +2,600 +31%
FBA
686
Front Barnett Associates
Illinois
$838K +$41.5K +550 +5%
S
687
SignatureFD
Georgia
$834K +$526K +6,979 +180%
Victory Capital Management
688
Victory Capital Management
Texas
$833K
KWM
689
Kingsview Wealth Management
Oregon
$830K +$371K +4,921 +84%
TIA
690
Tiemann Investment Advisors
California
$828K +$9.35K +124 +1%
DIA
691
Dana Investment Advisors
Wisconsin
$821K +$247K +3,278 +44%
MIC
692
Meridian Investment Counsel
California
$816K
BCA
693
Berman Capital Advisors
Georgia
$816K +$801K +10,625 New
HCC
694
Hirtle Callaghan & Co
Pennsylvania
$815K
PG
695
Patten Group
Tennessee
$813K +$51.8K +687 +7%
CB
696
Chemical Bank
Michigan
$811K +$77.7K +1,031 +11%
IUHSA
697
Itau Unibanco Holding S.A.
Brazil
$811K +$796K +10,557 New
FIM
698
Frontier Investment Management
Texas
$810K -$47.7K -633 -6%
WIM
699
Westside Investment Management
California
$808K +$620K +8,231 +386%
JG
700
Jefferies Group
New York
$806K -$2.42M -32,045 -75%