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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFC
901
AFT Forsyth & Company
Florida
$3.15M +$125K +1,170 +4%
HSWM
902
Hubbell Strickland Wealth Management
Louisiana
$3.14M +$27.9K +261 +0.9%
PWM
903
Partnership Wealth Management
Maryland
$3.14M -$461K -4,306 -13%
MAA
904
Matrix Asset Advisors
New York
$3.13M +$659K +6,159 +27%
MPW
905
Melone Private Wealth
Michigan
$3.12M +$167K +1,561 +6%
CBT
906
Central Bank & Trust
Kentucky
$3.12M -$47.1K -440 -1%
EA
907
Emerald Advisors
Washington
$3.12M +$89.2K +834 +3%
DFC
908
DBK Financial Counsel
Ohio
$3.11M -$65.6K -613 -2%
LIA
909
LS Investment Advisors
Michigan
$3.1M -$736K -6,882 -19%
SMA
910
Sage Mountain Advisors
Georgia
$3.1M -$90.1K -842 -3%
USB
911
Union Savings Bank
Connecticut
$3.09M -$119K -1,109 -4%
EFM
912
Eley Financial Management
Vermont
$3.08M +$35.8K +335 +1%
MAS
913
Madden Advisory Services
Florida
$3.07M +$34.9K +326 +1%
CST
914
Charles Schwab Trust
Nevada
$3.07M +$935K +8,738 +44%
VCM
915
Viewpoint Capital Management
Washington
$3.07M +$68.2K +637 +2%
Fisher Asset Management
916
Fisher Asset Management
Washington
$3.05M +$2.39M +22,331 +354%
EI
917
Ellevest Inc
New York
$3.05M +$856 +8 +0%
MUAMU
918
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.04M +$267K +2,500 +10%
PIMJS
919
PKO Investment Management Joint-Stock
Poland
$3.04M +$1.6M +15,000 +111%
TW
920
TrinityPoint Wealth
Connecticut
$3.03M +$190K +1,772 +7%
SGK
921
Steigerwald Gordon & Koch
Virginia
$3.02M +$98K +916 +3%
PFA
922
Pure Financial Advisors
California
$3.01M +$131K +1,222 +5%
UBG
923
United Bank (Georgia)
Georgia
$3.01M +$38K +355 +1%
GFP
924
Gryphon Financial Partners
Ohio
$3M +$350K +3,273 +13%
AG
925
AlTi Global
New York
$2.99M +$245K +2,286 +9%