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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
726
Kingsview Wealth Management
Oregon
$3.6M -$1.09M -9,873 -23%
Van Hulzen Asset Management
727
Van Hulzen Asset Management
California
$3.57M +$305K +2,770 +9%
Lebenthal Global Advisors
728
Lebenthal Global Advisors
New York
$3.57M +$698K +6,336 +24%
CPA
729
Clear Perspective Advisors
Illinois
$3.57M -$766K -6,960 -18%
Univest Financial
730
Univest Financial
Pennsylvania
$3.57M +$3.52K +32 +0.1%
Global Wealth Management Investment Advisory
731
Global Wealth Management Investment Advisory
Florida
$3.54M +$331K +3,006 +10%
Cypress Wealth Services
732
Cypress Wealth Services
California
$3.54M -$170K -1,541 -5%
TFF
733
The Family Firm
Maryland
$3.52M -$123K -1,115 -3%
NDSI
734
Newman Dignan & Sheerar Inc
Rhode Island
$3.48M -$5.51K -50 -0.2%
Parthenon LLC
735
Parthenon LLC
Kentucky
$3.44M +$38.5K +350 +1%
SHWM
736
Silicon Hills Wealth Management
Texas
$3.43M +$328K +2,982 +10%
CHJWM
737
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.41M -$5.51K -50 -0.2%
Black Diamond Financial
738
Black Diamond Financial
Maryland
$3.41M -$408K -3,701 -11%
First National Bank of Omaha
739
First National Bank of Omaha
Nebraska
$3.4M +$215K +1,952 +7%
ISB
740
Iowa State Bank
Iowa
$3.39M +$191K +1,739 +6%
GAM Holding
741
GAM Holding
Switzerland
$3.38M – – –
Trustmark National Bank Trust Department
742
Trustmark National Bank Trust Department
Mississippi
$3.37M +$409K +3,717 +14%
FC
743
Ferris Capital
Massachusetts
$3.36M +$3.09M +28,059 New
EFSCE
744
Enterprise Financial Services Corp (EFSC)
Missouri
$3.34M +$239K +2,167 +8%
B. Riley Wealth Management
745
B. Riley Wealth Management
Tennessee
$3.32M +$2.91M +26,456 +666%
Simplicity Solutions
746
Simplicity Solutions
Minnesota
$3.32M +$1.73M +15,678 +106%
AFC
747
AFT Forsyth & Company
Florida
$3.31M -$63.9K -580 -2%
Smith Anglin Financial
748
Smith Anglin Financial
Texas
$3.3M -$232K -2,103 -7%
Meridian Wealth Management
749
Meridian Wealth Management
Kentucky
$3.3M -$171K -1,550 -5%
1900 Wealth Management
750
1900 Wealth Management
Texas
$3.29M -$418K -3,800 -11%