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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
826
COWA LLC
Oklahoma
$2.65M +$306K +2,777 +13%
RFO
827
RiverGlades Family Offices
Florida
$2.65M +$21.5K +195 +0.8%
EPWM
828
Essex Private Wealth Management
Massachusetts
$2.64M -$20.6K -187 -0.8%
BAM
829
Baldrige Asset Management
Pennsylvania
$2.64M +$6.72K +61 +0.3%
BFA
830
Bluestem Financial Advisors
Illinois
$2.63M -$299K -2,720 -10%
MWM
831
Maltin Wealth Management
New Jersey
$2.63M +$84.5K +767 +3%
MA
832
Mutual Advisors
Nebraska
$2.63M +$273K +2,476 +11%
HPWM
833
High Pines Wealth Management
Massachusetts
$2.62M +$1.76K +16 +0.1%
CPIA
834
Cornell Pochily Investment Advisors
New York
$2.62M +$123K +1,113 +5%
NEGWA
835
New England Guild Wealth Advisors
Connecticut
$2.62M +$142K +1,290 +6%
CFB
836
Cullen/Frost Bankers
Texas
$2.61M -$389K -3,530 -13%
RIM
837
Rockbridge Investment Management
New York
$2.6M +$110 +1 +0%
EL
838
EQ LLC
Washington
$2.6M -$7.7M -69,885 -75%
LWM
839
Lionsbridge Wealth Management
Florida
$2.6M -$1.02M -9,250 -28%
CF
840
Corrigan Financial
Rhode Island
$2.59M +$25.8K +234 +1%
PPP
841
Private Portfolio Partners
New Jersey
$2.59M +$91K +826 +4%
W
842
WealthOne
New York
$2.59M +$6.17K +56 +0.2%
DWA
843
Dougherty Wealth Advisers
Minnesota
$2.57M
DIA
844
Dana Investment Advisors
Wisconsin
$2.56M +$128K +1,158 +5%
PPG
845
Peak Planning Group
Colorado
$2.56M +$2.58M +23,441 New
IFG
846
Independent Financial Group
California
$2.55M +$688K +6,250 +37%
CAM
847
Concorde Asset Management
Michigan
$2.53M -$381K -3,461 -13%
WF
848
Williams Financial
Vermont
$2.51M -$370K -3,361 -13%
CFO
849
CVA Family Office
Colorado
$2.5M -$4.23M -38,380 -52%
CCM
850
Crew Capital Management
Ohio
$2.5M -$46.8K -425 -2%