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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
676
Private Trust Company
Ohio
$4.88M +$397K +3,973 +9%
MWM
677
MorganRosel Wealth Management
Colorado
$4.85M +$2.26M +22,571 +82%
JWCA
678
J.W. Cole Advisors
Florida
$4.83M -$348K -3,485 -7%
BBHC
679
Brown Brothers Harriman & Co
New York
$4.83M +$712K +7,119 +17%
BNP Paribas Financial Markets
680
BNP Paribas Financial Markets
France
$4.77M -$1.39M -13,885 -22%
MIG
681
McGuire Investment Group
Rhode Island
$4.76M +$1.3M +12,978 +36%
SSWM
682
Sheets Smith Wealth Management
North Carolina
$4.76M -$215K -2,155 -4%
GWM
683
Greenwich Wealth Management
Connecticut
$4.72M -$303K -3,032 -6%
CM
684
Cercano Management
Washington
$4.72M -$15M -149,964 -75%
TCM
685
Telos Capital Management
California
$4.7M +$184K +1,844 +4%
MC
686
Middleton & Co
Massachusetts
$4.67M +$24.5K +245 +0.5%
TSWM
687
Triangle Securities Wealth Management
North Carolina
$4.66M +$6.5K +65 +0.1%
KWA
688
Kellett Wealth Advisors
Ohio
$4.66M -$182K -1,824 -4%
RA
689
Resolute Advisors
California
$4.65M +$124K +1,236 +3%
SWM
690
Shelton Wealth Management
Texas
$4.62M -$275K -2,754 -5%
ISWM
691
Independent Solutions Wealth Management
New York
$4.61M -$290K -2,902 -6%
BA
692
Ballew Advisors
Mississippi
$4.6M -$226K -2,260 -5%
WWM
693
Western Wealth Management
Colorado
$4.59M -$145K -1,447 -3%
SWA
694
Sutton Wealth Advisors
Florida
$4.59M +$402K +4,017 +9%
BA
695
Bellwether Advisors
Nebraska
$4.58M -$195K -1,952 -4%
PA
696
PSI Advisors
Florida
$4.58M -$46.1K -461 -1%
OGF
697
Orin Green Financial
California
$4.58M -$84.4K -844 -2%
BCMO
698
Buckingham Capital Management (Ohio)
Ohio
$4.54M +$77.8K +778 +2%
CAM
699
Cozad Asset Management
Illinois
$4.52M +$252K +2,517 +6%
CIC
700
Cutler Investment Counsel
Oregon
$4.51M -$525K -5,251 -10%