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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
776
Cahill Financial Advisors
Minnesota
$3.93M +$1.04M +9,113 +36%
LGA
777
Lebenthal Global Advisors
New York
$3.92M +$175K +1,535 +5%
GWMIA
778
Global Wealth Management Investment Advisory
Florida
$3.92M +$203K +1,784 +5%
SDWMA
779
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.9M +$498K +4,372 +15%
MIG
780
McGuire Investment Group
Rhode Island
$3.88M -$173K -1,517 -4%
PFA
781
Pure Financial Advisors
California
$3.88M -$182K -1,601 -5%
SGK
782
Steigerwald Gordon & Koch
Virginia
$3.84M +$28.7K +252 +0.8%
DP
783
Denver PWM
Colorado
$3.83M -$16.5K -145 -0.4%
CST
784
Charles Schwab Trust
Nevada
$3.8M +$3.11M +27,319 +466%
PWMAG
785
Pinnacle Wealth Management Advisory Group
New Jersey
$3.8M -$4.67K -41 -0.1%
CPA
786
Clear Perspective Advisors
Illinois
$3.77M +$25.1K +220 +0.7%
NDSI
787
Newman Dignan & Sheerar Inc
Rhode Island
$3.75M +$103K +908 +3%
UF
788
Univest Financial
Pennsylvania
$3.73M -$11.4K -100 -0.3%
PL
789
Parthenon LLC
Kentucky
$3.71M +$107K +940 +3%
USAA
790
United Services Automobile Association
Texas
$3.68M -$299K -2,623 -8%
GSWM
791
Golden State Wealth Management
California
$3.67M +$567K +4,975 +18%
CW
792
CreativeOne Wealth
Kansas
$3.65M +$2.51M +22,007 +223%
FFW
793
Fusion Family Wealth
New York
$3.63M -$781K -6,850 -18%
NPT
794
Nixon Peabody Trust
Massachusetts
$3.63M +$255K +2,235 +8%
TNBTD
795
Trustmark National Bank Trust Department
Mississippi
$3.62M +$91.2K +800 +3%
ONB
796
Old National Bancorp
Indiana
$3.62M -$219K -1,924 -6%
RhumbLine Advisers
797
RhumbLine Advisers
Massachusetts
$3.61M -$1.07M -9,417 -23%
CFG
798
Citizens Financial Group
Rhode Island
$3.6M -$369K -3,237 -9%
EFS
799
Essex Financial Services
Connecticut
$3.57M +$166K +1,458 +5%
FNBOO
800
First National Bank of Omaha
Nebraska
$3.56M -$5.81K -51 -0.2%