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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
676
Dorsey & Whitney Trust
South Dakota
$5.27M -$18.1K -168 -0.3%
KFS
677
Kelly Financial Services
Massachusetts
$5.25M +$4.72M +43,700 +875%
PSIWM
678
Paradigm Strategies in Wealth Management
Minnesota
$5.25M +$261K +2,418 +5%
AIA
679
Arcadia Investment Advisors
Idaho
$5.24M +$210K +1,947 +4%
AWM
680
Altus Wealth Management
Kentucky
$5.24M +$79.9K +740 +2%
Susquehanna International Group
681
Susquehanna International Group
Pennsylvania
$5.24M +$5.24M +48,577 New
HAC
682
Harbor Advisory Corp
New Hampshire
$5.22M +$3.7M +34,256 +242%
HPC
683
HM Payson & Co
Maine
$5.21M -$49.1K -455 -0.9%
PWMAG
684
Pinnacle Wealth Management Advisory Group
New Jersey
$5.19M +$1.62M +14,977 +45%
GWMIA
685
Global Wealth Management Investment Advisory
Florida
$5.16M +$1.47M +13,621 +40%
MWM
686
Magnolia Wealth Management
Alabama
$5.16M +$173K +1,603 +3%
BA
687
Ballew Advisors
Mississippi
$5.13M -$105K -977 -2%
BSW
688
Buckingham Strategic Wealth
Missouri
$5.11M +$854K +7,915 +20%
PCM
689
Parsons Capital Management
Rhode Island
$5.07M +$6.26K +58 +0.1%
WCM
690
Windsor Capital Management
Arizona
$5.05M -$45.8K -424 -0.9%
WP
691
WealthShield Partners
North Carolina
$5.03M -$1.43M -13,282 -22%
LGA
692
Lebenthal Global Advisors
New York
$5.02M +$1.33M +12,314 +36%
JSL
693
JT Stratford LLC
Georgia
$5.02M +$36.3K +336 +0.7%
FWIA
694
Fort Washington Investment Advisors
Ohio
$4.98M +$41K +380 +0.8%
GMA
695
Glassy Mountain Advisors
Maryland
$4.96M +$467K +4,331 +10%
AIMC
696
Alley Investment Management Company
Illinois
$4.95M +$4.95M +45,903 New
TSWM
697
Triangle Securities Wealth Management
North Carolina
$4.93M -$93.9K -870 -2%
AC
698
Apella Capital
Connecticut
$4.93M -$113K -1,050 -2%
FAIM
699
Financial Advocates Investment Management
Washington
$4.92M -$447K -4,139 -8%
IWM
700
IHT Wealth Management
Illinois
$4.92M -$1.23M -11,406 -20%