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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
876
NorthRock Partners
Minnesota
$651K -$5.02K -65 -0.7%
KPAG
877
KLS Professional Advisors Group
New York
$651K
ODIJL
878
One Day In July LLC
Vermont
$651K +$726K +9,396 New
TCB
879
Texas Capital Bancshares
Texas
$650K +$533K +6,893 +277%
G
880
Gainplan
Michigan
$647K +$1.62K +21 +0.2%
DDC
881
DF Dent & Co
Maryland
$645K
NSIM
882
North Star Investment Management
Illinois
$641K -$47.5K -614 -6%
HCMT
883
Highland Capital Management (Tennessee)
Tennessee
$638K +$4.64K +60 +0.7%
BAM
884
Belpointe Asset Management
Nevada
$637K -$1.04M -13,413 -59%
PFA
885
Pathway Financial Advisors
Vermont
$636K -$35.6K -460 -5%
APW
886
Acima Private Wealth
Virginia
$636K +$709K +9,174 New
RWA
887
Ropes Wealth Advisors
Massachusetts
$632K
VCM
888
Vivaldi Capital Management
Illinois
$632K +$246K +3,183 +54%
SCM
889
SOL Capital Management
Maryland
$631K +$30.9K +400 +5%
CI
890
CX Institutional
Indiana
$631K +$683K +8,841 +3,362%
CWM
891
Calamos Wealth Management
Illinois
$627K -$411K -5,321 -37%
EWM
892
Endurance Wealth Management
Rhode Island
$626K +$30K +388 +4%
WPA
893
West Paces Advisors
Georgia
$626K +$77 +1 +0%
Neuberger Berman Group
894
Neuberger Berman Group
New York
$618K -$45.4K -587 -6%
TI
895
Tidal Investments
Wisconsin
$618K +$690K +8,925 New
OC
896
Oakworth Capital
Alabama
$617K +$40.3K +522 +6%
BFA
897
Beaumont Financial Advisors
Massachusetts
$616K -$3.35M -43,394 -83%
SFA
898
Semmax Financial Advisors
North Carolina
$614K +$685K +8,864 New
EWF
899
Epstein & White Financial
California
$613K -$2.72M -35,197 -80%
BPC
900
Banque Pictet & Cie
Switzerland
$612K +$296K +3,835 +77%