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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HS
701
Horan Securities
United States
$1.01M -$23.1K -283 -2%
PL
702
Plancorp LLC
Missouri
$1.01M
AOWM
703
Alpha Omega Wealth Management
Virginia
$1M -$73.3K -900 -7%
WIM
704
Westside Investment Management
California
$998K +$81.6K +1,001 +9%
AWM
705
Avior Wealth Management
Nebraska
$995K -$109K -1,334 -10%
FMWA
706
Forvis Mazars Wealth Advisors
Missouri
$987K +$20K +245 +2%
TI
707
Truepoint Inc
Ohio
$986K +$876K +10,745 +1,009%
VDFA
708
Vickerman & Driscoll Financial Advisors
Washington
$983K -$189K -2,318 -16%
CAL
709
Capital Advisors Ltd
Ohio
$983K +$246K +3,022 +35%
TFCP
710
Twin Focus Capital Partners
Massachusetts
$980K -$90.1K -1,106 -9%
PTB
711
Pioneer Trust Bank
Oregon
$972K -$38.3K -470 -4%
HIC
712
Holderness Investments Company
North Carolina
$970K +$83.5K +1,025 +10%
MFT
713
Moisand Fitzgerald Tamayo
Florida
$964K -$20.7K -254 -2%
KFGK
714
Keystone Financial Group (Kentucky)
Kentucky
$962K +$202K +2,485 +28%
RA
715
RFG Advisory
Alabama
$961K +$160K +1,963 +21%
WAP
716
Wealthcare Advisory Partners
Pennsylvania
$960K +$399K +4,900 +74%
MIC
717
Meridian Investment Counsel
California
$954K
Rockefeller Capital Management
718
Rockefeller Capital Management
New York
$954K
RMDI
719
R.M. Davis Inc
Maine
$949K -$78.5K -963 -8%
RPC
720
Rossmore Private Capital
Connecticut
$948K +$426K +5,229 +85%
PMFA
721
Plante Moran Financial Advisors
Michigan
$947K -$1.14K -14 -0.1%
CWM
722
Calamos Wealth Management
Illinois
$945K +$331K +4,068 +56%
BIA
723
Bigelow Investment Advisors
Maine
$940K +$192K +2,359 +26%
TIA
724
Tiemann Investment Advisors
California
$929K +$9.86K +121 +1%
DE
725
Day & Ennis
Georgia
$928K -$155K -1,901 -15%