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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1101
Heartwood Wealth Advisors
Virginia
$2.25M +$1.86M +16,517 +329%
AWM
1102
AAF Wealth Management
Massachusetts
$2.25M -$1.19M -10,550 -33%
WGCA
1103
Wolf Group Capital Advisors
Virginia
$2.25M +$329K +2,916 +16%
DIA
1104
Dana Investment Advisors
Wisconsin
$2.23M -$83.2K -737 -3%
MMA
1105
Miracle Mile Advisors
California
$2.23M -$192K -1,701 -7%
FNBOO
1106
First National Bank of Omaha
Nebraska
$2.23M -$60.6K -537 -2%
NG
1107
Novem Group
New York
$2.22M +$64K +567 +3%
PWA
1108
Peterson Wealth Advisors
Utah
$2.22M +$128K +1,134 +5%
CAAM
1109
Cornerstone Advisors Asset Management
Pennsylvania
$2.22M +$32.3K +286 +1%
IWA
1110
Invera Wealth Advisors
Oregon
$2.21M +$2.38M +21,123 New
PI
1111
PFG Investments
New York
$2.21M -$509K -4,512 -18%
LA
1112
LPF Advisors
Florida
$2.21M +$272K +2,414 +13%
TP
1113
Tranquility Partners
Tennessee
$2.2M +$46.5K +412 +2%
LAM
1114
Lewis Asset Management
California
$2.2M -$401K -3,557 -14%
SAM
1115
Secure Asset Management
Michigan
$2.2M +$148K +1,310 +7%
SIG
1116
Stonegate Investment Group
Alabama
$2.19M +$555K +4,921 +31%
CPBTD
1117
Central Pacific Bank - Trust Division
Hawaii
$2.19M +$422K +3,742 +22%
SRC
1118
Shufro Rose & Co
New York
$2.18M -$382K -3,383 -14%
SIA
1119
Schechter Investment Advisors
Michigan
$2.18M +$1.54M +13,640 +189%
SAM
1120
Smartleaf Asset Management
Massachusetts
$2.18M -$65.3K -579 -3%
PL
1121
Plancorp LLC
Missouri
$2.17M +$191K +1,696 +9%
RA
1122
RoundAngle Advisors
New Jersey
$2.17M +$32.5K +288 +1%
V
1123
ViaWealth
Kansas
$2.17M +$2.6K +23 +0.1%
MERSOM
1124
Municipal Employees' Retirement System of Michigan
Michigan
$2.17M
VWA
1125
Visionary Wealth Advisors
Illinois
$2.16M +$393K +3,483 +20%