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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AlTi Global
926
AlTi Global
New York
$2.99M +$245K +2,286 +9%
NorthRock Partners
927
NorthRock Partners
Minnesota
$2.97M -$1.73M -16,144 -37%
TCG
928
Transcendent Capital Group
Oklahoma
$2.96M -$26.6K -249 -0.9%
CWM
929
Cornerstone Wealth Management
Missouri
$2.95M +$88.6K +828 +3%
MBTD
930
Mechanics Bank - Trust Department
California
$2.94M +$79.5K +743 +3%
UF
931
Univest Financial
Pennsylvania
$2.94M +$192K +1,791 +7%
TC
932
TownSquare Capital
Utah
$2.94M -$1.36M -12,748 -32%
AFP
933
Alpha Financial Partners
Kentucky
$2.93M +$4.49K +42 +0.2%
Wedbush Securities
934
Wedbush Securities
California
$2.93M -$319K -2,979 -10%
KFAA
935
Klaas Financial Asset Advisors
Illinois
$2.92M -$376K -3,515 -11%
VIA
936
Vickerman Investment Advisors
Washington
$2.92M -$6.63K -62 -0.2%
JMG Financial Group
937
JMG Financial Group
Illinois
$2.91M +$142K +1,324 +5%
JFGIW
938
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.91M +$122K +1,140 +4%
WMP
939
Wealth Management Partners
Arizona
$2.9M -$13.4K -125 -0.5%
CPIA
940
Cornell Pochily Investment Advisors
New York
$2.88M -$141K -1,322 -5%
KDA
941
Kraft Davis & Associates
Missouri
$2.87M -$10.4K -97 -0.4%
EPWM
942
Essex Private Wealth Management
Massachusetts
$2.86M +$424K +3,959 +17%
PIA
943
Perennial Investment Advisors
California
$2.86M +$513K +4,797 +22%
NDSI
944
Newman Dignan & Sheerar Inc
Rhode Island
$2.86M -$163K -1,528 -5%
GWM
945
Greenwich Wealth Management
Connecticut
$2.85M -$31K -290 -1%
CIR
946
Clear Investment Research
Georgia
$2.85M +$560K +5,234 +24%
SouthState Corp
947
SouthState Corp
Florida
$2.82M +$1.68M +15,684 +146%
BWCS
948
Beirne Wealth Consulting Services
Connecticut
$2.82M +$209K +1,949 +8%
CFS
949
CRA Financial Services
New Jersey
$2.82M +$8.67K +81 +0.3%
State of Alaska Department of Revenue
950
State of Alaska Department of Revenue
Alaska
$2.81M +$560K +5,237 +25%