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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DDC
726
DF Dent & Co
Maryland
$708K
FBC
727
Fairfield, Bush & Co
Connecticut
$708K
WPW
728
Waldron Private Wealth
Pennsylvania
$708K +$38K +488 +6%
PFGIA
729
Patriot Financial Group Insurance Agency
Massachusetts
$706K +$38.6K +496 +6%
CG
730
Corundum Group
Colorado
$705K
SNT
731
Security National Trust
West Virginia
$700K +$5.45K +70 +0.8%
SCG
732
Sonata Capital Group
Washington
$697K +$50.2K +645 +8%
WPA
733
West Paces Advisors
Georgia
$695K +$1.01K +13 +0.1%
HCMT
734
Highland Capital Management (Tennessee)
Tennessee
$693K +$2.33K +30 +0.3%
AllianceBernstein
735
AllianceBernstein
Tennessee
$688K +$238K +3,056 +52%
BIA
736
Bigelow Investment Advisors
Maine
$686K +$7.78K +100 +1%
MLIC
737
Mandatum Life Insurance Company
Finland
$685K -$18.4K -236 -3%
CIBC World Market
738
CIBC World Market
Ontario, Canada
$681K -$194K -2,497 -22%
PWM
739
Paulson Wealth Management
Illinois
$681K +$2.1K +27 +0.3%
PP
740
Palladium Partners
Virginia
$680K +$107K +1,369 +18%
EWA
741
Exencial Wealth Advisors
Oklahoma
$678K -$5.92K -76 -0.9%
BFA
742
Beaumont Financial Advisors
Massachusetts
$678K +$144K +1,854 +27%
MBTD
743
Mechanics Bank - Trust Department
California
$675K -$7.78K -100 -1%
CAL
744
Capital Advisors Ltd
Ohio
$675K +$5.68K +73 +0.8%
KFGK
745
Keystone Financial Group (Kentucky)
Kentucky
$672K +$695K +8,927 New
BOS
746
Bingham Osborn & Scarborough
California
$670K +$7.71K +99 +1%
SSWM
747
Smith Salley Wealth Management
North Carolina
$665K -$10.1K -130 -1%
NSIM
748
North Star Investment Management
Illinois
$665K +$75K +963 +13%
BCM
749
BTC Capital Management
Iowa
$663K -$27.4K -352 -4%
BFM
750
Broadview Financial Management
Wisconsin
$657K +$7.78K +100 +1%