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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1051
Wealthstar Advisors
Texas
$230K +$4.38K +50 +2%
CCA
1052
Cobblestone Capital Advisors
New York
$228K -$86.9K -992 -28%
CCB
1053
Cutter & Co Brokerage
Missouri
$228K +$229K +2,612 New
PA
1054
Probity Advisors
Texas
$226K -$15.8K -180 -6%
CWM
1055
Concentric Wealth Management
California
$226K -$1.31K -15 -0.6%
BTW
1056
Boston Trust Walden
Massachusetts
$226K
MCIA
1057
Mountain Capital Investment Advisors
Colorado
$225K -$61.6K -703 -21%
IFS
1058
Ifrah Financial Services
Arkansas
$224K -$14.9K -170 -6%
Bank of Nova Scotia
1059
Bank of Nova Scotia
Ontario, Canada
$224K +$225K +2,569 New
WHG
1060
Westwood Holdings Group
Texas
$223K +$224K +2,554 New
DLCIG
1061
D.L. Carlson Investment Group
New Hampshire
$222K
HCA
1062
Horan Capital Advisors
Ohio
$222K
ACM
1063
Advisors Capital Management
New Jersey
$220K +$221K +2,520 New
UAS
1064
United Asset Strategies
New York
$220K +$221K +2,521 New
BCM
1065
Beck Capital Management
Texas
$219K
AIA
1066
Avalon Investment & Advisory
Texas
$217K
TCB
1067
Texas Capital Bancshares
Texas
$217K
FCH
1068
Freestone Capital Holdings
Washington
$217K +$218K +2,490 New
CTI
1069
Community Trust & Investment
Kentucky
$216K +$217K +2,473 New
MWPCG
1070
Measured Wealth Private Client Group
New Hampshire
$216K +$217K +2,475 New
DWM
1071
Dakota Wealth Management
Florida
$215K -$3.77K -43 -2%
W
1072
Wealthfront
California
$215K +$3.42K +39 +2%
SIM
1073
Sterling Investment Management
Arizona
$214K +$215K +2,454 New
GIA
1074
Guyasuta Investment Advisors
Pennsylvania
$213K
TB
1075
Terril Brothers
Missouri
$213K