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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFPWM
701
Leicht Financial Planning & Wealth Management
New Jersey
$829K -$61.8K -794 -7%
FNBOO
702
First National Bank of Omaha
Nebraska
$825K -$76.3K -980 -8%
DIA
703
Dana Investment Advisors
Wisconsin
$823K
CCM
704
Coldstream Capital Management
Washington
$823K +$105K +1,353 +14%
HCC
705
Hirtle Callaghan & Co
Pennsylvania
$817K
HIC
706
Holderness Investments Company
North Carolina
$816K -$31.1K -400 -4%
WIM
707
Westside Investment Management
California
$814K +$35.1K +451 +4%
SEI Investments
708
SEI Investments
Pennsylvania
$810K +$25.2K +324 +3%
PG
709
Patten Group
Tennessee
$806K -$8.41K -108 -1%
GW
710
GW & Wade
Massachusetts
$798K +$806K +10,357 New
LWMT
711
Legacy Wealth Management (Tennessee)
Tennessee
$780K -$28.6K -367 -3%
CCMD
712
Cypress Capital Management (Delaware)
Delaware
$777K +$38.9K +500 +5%
BRF
713
B. Riley Financial
California
$773K -$88.7K -1,140 -10%
AFP
714
Ausdal Financial Partners
Iowa
$770K -$246K -3,162 -24%
FPCP
715
Fort Point Capital Partners
California
$758K +$244K +3,130 +47%
GP
716
Girard Partners
Pennsylvania
$747K -$14.6K -187 -2%
APP
717
Avantax Planning Partners
Iowa
$740K -$17.1K -220 -2%
RA
718
RFG Advisory
Alabama
$736K +$205K +2,634 +38%
HPC
719
HM Payson & Co
Maine
$735K
QFA
720
Quattro Financial Advisors
Texas
$725K -$10.1M -129,459 -93%
WWM
721
Willingdon Wealth Management
North Carolina
$725K -$2.43M -31,226 -77%
1WA
722
180 Wealth Advisors
Washington
$723K +$345K +4,432 +89%
RWP
723
RWA Wealth Partners
Massachusetts
$722K -$71.6K -920 -9%
BCA
724
Berman Capital Advisors
Georgia
$718K -$102K -1,306 -12%
PS
725
Portfolio Solutions
Michigan
$712K +$128K +1,646 +22%