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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1051
Balasa Dinverno & Foltz
$1.34M -$360K -3,273 -21%
BFA
1052
Beaumont Financial Advisors
Massachusetts
$1.33M +$33K +300 +3%
SAG
1053
Spotlight Asset Group
Illinois
$1.31M -$1.37M -12,476 -51%
FPW
1054
Flagship Private Wealth
Massachusetts
$1.31M -$66.8K -607 -5%
T
1055
TRUADVICE
Florida
$1.31M -$1.1M -9,965 -48%
TTWM
1056
TCV Trust & Wealth Management
Virginia
$1.31M -$14.9K -135 -1%
WHG
1057
Westwood Holdings Group
Texas
$1.3M -$44.2K -401 -3%
HCM
1058
Howland Capital Management
Massachusetts
$1.3M -$44K -400 -3%
SAM
1059
Strategy Asset Managers
California
$1.3M +$33.4K +303 +3%
TFGT
1060
TS Financial Group (TSFG)
Illinois
$1.3M +$94.1K +855 +8%
MIC
1061
Meridian Investment Counsel
California
$1.3M -$5.62K -51 -0.4%
BFA
1062
Beacon Financial Advisory
Ohio
$1.3M +$12.9K +117 +1%
BWM
1063
Baystate Wealth Management
Massachusetts
$1.29M +$136K +1,231 +12%
IAIM
1064
International Assets Investment Management
Florida
$1.28M +$55.9K +508 +5%
WCWM
1065
Wooster Corthell Wealth Management
Connecticut
$1.28M -$4.18K -38 -0.3%
HCM
1066
Hollencrest Capital Management
California
$1.28M +$330 +3 +0%
SC
1067
Sierra Capital
Florida
$1.27M -$570K -5,175 -31%
SAM
1068
Secure Asset Management
Michigan
$1.27M +$940K +8,535 +273%
HAC
1069
Harbor Advisory Corp
New Hampshire
$1.27M
AIS
1070
American Investment Services
Massachusetts
$1.27M +$98K +890 +8%
PAI
1071
Pittenger & Anderson Inc
Nebraska
$1.27M +$1.14M +10,331 +810%
TRSOTSOK
1072
Teachers Retirement System of the State of Kentucky
Kentucky
$1.26M
CCMD
1073
Cypress Capital Management (Delaware)
Delaware
$1.26M
TNB
1074
Thomasville National Bank
Georgia
$1.26M -$4.4K -40 -0.3%
SAM
1075
Silvercrest Asset Management
New York
$1.25M -$901K -8,186 -42%