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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SNT
726
Security National Trust
West Virginia
$692K
HCMT
727
Highland Capital Management (Tennessee)
Tennessee
$689K +$4.83K +64 +0.7%
BCM
728
BTC Capital Management
Iowa
$688K +$37K +491 +6%
Kayne Anderson Rudnick Investment Management
729
Kayne Anderson Rudnick Investment Management
California
$686K +$673K +8,925 New
EWA
730
Exencial Wealth Advisors
Oklahoma
$682K -$52.6K -698 -7%
MBTD
731
Mechanics Bank - Trust Department
California
$681K
PWM
732
Paulson Wealth Management
Illinois
$677K +$665K +8,816 New
BIA
733
Bigelow Investment Advisors
Maine
$676K +$664K +8,804 New
SSWM
734
Smith Salley Wealth Management
North Carolina
$673K +$104K +1,385 +19%
IWM
735
IHT Wealth Management
Illinois
$672K +$399K +5,296 +160%
MWM
736
Mission Wealth Management
California
$671K +$180K +2,385 +38%
WPW
737
Waldron Private Wealth
Pennsylvania
$669K +$15.1K +200 +2%
CAL
738
Capital Advisors Ltd
Ohio
$667K +$28.5K +378 +5%
HCM
739
Hudson Capital Management
New Jersey
$665K +$652K +8,655 New
SBH
740
Segall Bryant & Hamill
Illinois
$664K +$75 +1 +0%
BOS
741
Bingham Osborn & Scarborough
California
$660K +$109K +1,441 +20%
BFM
742
Broadview Financial Management
Wisconsin
$648K +$636K +8,436 New
SCG
743
Sonata Capital Group
Washington
$645K
OCG
744
Opus Capital Group
Ohio
$638K
CCG
745
Cypress Capital Group
Florida
$636K
SCM
746
SOL Capital Management
Maryland
$635K -$1.51K -20 -0.2%
GCA
747
Gradient Capital Advisors
California
$628K +$616K +8,177 New
DMC
748
Drexel Morgan & Co
Pennsylvania
$624K
HS
749
Huntington Steele
Pennsylvania
$617K +$10.6K +140 +2%
SFM
750
Signature Financial Management
Virginia
$614K