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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Congress Asset Management
876
Congress Asset Management
Massachusetts
$2.76M -$297K -2,970 -9%
TCPWM
877
Traverso Chambers Private Wealth Management
California
$2.75M +$44.3K +443 +2%
TAM
878
Titleist Asset Management
Texas
$2.72M +$229K +2,291 +9%
VIA
879
Vickerman Investment Advisors
Washington
$2.72M -$39.5K -395 -1%
Diversified Trust
880
Diversified Trust
Tennessee
$2.72M -$215K -2,153 -7%
LWP
881
Laurel Wealth Planning
Minnesota
$2.69M +$67.4K +675 +2%
Advisors Capital Management
882
Advisors Capital Management
New Jersey
$2.69M +$2.29M +22,967 +418%
HSWM
883
Hubbell Strickland Wealth Management
Louisiana
$2.68M +$16.3K +163 +0.6%
PAG
884
Paladin Advisory Group
Iowa
$2.66M -$1.8K -18 -0.1%
RBFC
885
Roman Butler Fullerton & Co
Missouri
$2.66M +$3.1K +31 +0.1%
VCM
886
Viewpoint Capital Management
Washington
$2.65M – – –
WWM
887
Wiser Wealth Management
Georgia
$2.65M +$81.2K +813 +3%
EFM
888
Eley Financial Management
Vermont
$2.64M -$50.7K -508 -2%
UBG
889
United Bank (Georgia)
Georgia
$2.64M -$66.8K -669 -2%
GSWM
890
Greenup Street Wealth Management
Michigan
$2.62M +$297K +2,973 +12%
CTFG
891
Capstone Triton Financial Group
Oklahoma
$2.61M -$37.2K -372 -1%
CWM
892
Castle Wealth Management
Florida
$2.61M +$472K +4,721 +21%
SGK
893
Steigerwald Gordon & Koch
Virginia
$2.61M -$38.5K -385 -1%
CAM
894
Campion Asset Management
Virginia
$2.6M +$334K +3,348 +14%
CTA
895
Colonial Trust Advisors
South Carolina
$2.59M +$160K +1,600 +6%
JFGIW
896
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.59M +$318K +3,184 +13%
GCIM
897
Gunn & Company Investment Management
Florida
$2.57M +$2.73M +27,281 New
UWPG
898
Ullmann Wealth Partners Group
Florida
$2.57M -$39.1K -391 -1%
SPFA
899
Summit Place Financial Advisors
New Jersey
$2.57M +$96.9K +970 +4%
Pure Financial Advisors
900
Pure Financial Advisors
California
$2.57M -$627K -6,278 -19%