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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
826
Kings Point Capital Management
New York
$48K +$3.61K +56 +9%
RFA
827
Reilly Financial Advisors
California
$46K -$11.9K -184 -21%
AA
828
Apriem Advisors
California
$44K +$19K +294 +85%
FPFS
829
First Personal Financial Services
North Carolina
$44K +$41.1K +638 New
HCC
830
Hirtle Callaghan & Co
Pennsylvania
$42K -$645K -10,000 -94%
NR
831
Newfound Research
Massachusetts
$41K +$645 +10 +2%
OC
832
Oakworth Capital
Alabama
$40K
FPB
833
First PREMIER Bank
South Dakota
$37K
FFC
834
First Financial Corp
Indiana
$37K +$5.16K +80 +18%
BCI
835
Brinker Capital Investments
Pennsylvania
$37K +$28.5K +442 +442%
RWM
836
Raffa Wealth Management
District of Columbia
$36.4K -$2.45K -38 -7%
ZB
837
Zions Bancorporation
Utah
$36K
LWA
838
Lenox Wealth Advisors
New York
$32K -$16.8K -260 -36%
DPA
839
Delphi Private Advisors
California
$30K +$28.2K +438 New
BWP
840
Baldwin Wealth Partners
Massachusetts
$30K +$28.4K +440 New
CHP
841
Cable Hill Partners
Oregon
$29K +$27.2K +422 New
GWS
842
Glassman Wealth Services
Virginia
$28K
ADL
843
Asset Dedication LLC
California
$26K
VCM
844
Vigilant Capital Management
Maine
$25K -$9.03K -140 -28%
NCM
845
New Capital Management
Texas
$25K +$23.2K +360 New
LNB
846
Ledyard National Bank
$23K
EWM
847
Edge Wealth Management
New York
$22K
TCM
848
TD Capital Management
Tennessee
$21K -$2.32K -36 -11%
RBC
849
Roble Belko & Company
Pennsylvania
$20K
AWMS
850
Advocacy Wealth Management Services
Georgia
$17K -$8.9K -138 -36%