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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
1176
Wescott Financial Advisory Group
Pennsylvania
$928K +$175K +1,572 +23%
ICP
1177
Interchange Capital Partners
Pennsylvania
$927K -$1.24M -11,115 -58%
CCA
1178
Clearwater Capital Advisors
Illinois
$926K -$669 -6 -0.1%
RAM
1179
Riggs Asset Management
Pennsylvania
$918K -$2.56K -23 -0.3%
DY
1180
Dowling & Yahnke
California
$918K +$1.78K +16 +0.2%
BWA
1181
Bordeaux Wealth Advisors
California
$916K -$15.4K -138 -2%
WI
1182
WrapManager Inc
California
$913K -$235K -2,109 -21%
MWA
1183
Motive Wealth Advisors
Michigan
$913K +$901K +8,081 New
CMO
1184
Covenant Multifamily Offices
Texas
$908K -$136K -1,217 -13%
OPWM
1185
Oxinas Partners Wealth Management
Indiana
$908K -$14.9K -134 -2%
Brighton Jones LLC
1186
Brighton Jones LLC
Washington
$907K -$166K -1,488 -16%
OFG
1187
Oxford Financial Group
Indiana
$901K – – –
GIA
1188
Goodwin Investment Advisory
Georgia
$900K -$13.4K -120 -1%
SWM
1189
Stockman Wealth Management
Montana
$900K +$61.7K +553 +7%
WTB
1190
Washington Trust Bank
Washington
$892K – – –
Country Trust Bank
1191
Country Trust Bank
Illinois
$891K +$4.13K +37 +0.5%
SIC
1192
Samalin Investment Counsel
New York
$885K -$438K -3,931 -33%
MC
1193
Moors & Cabot
Massachusetts
$883K -$4.13K -37 -0.5%
State of Alaska Department of Revenue
1194
State of Alaska Department of Revenue
Alaska
$866K -$1.07M -9,568 -56%
PFA
1195
Professional Financial Advisors
Nebraska
$866K +$1.11K +10 +0.1%
TLFA
1196
True Link Financial Advisors
California
$863K -$223 -2 -0%
PMFA
1197
Plante Moran Financial Advisors
Michigan
$860K +$96.9K +869 +13%
MMHP
1198
Murphy Middleton Hinkle & Parker
Georgia
$859K – – –
Truepoint Inc
1199
Truepoint Inc
Ohio
$857K +$34.5K +309 +4%
SCG
1200
Sonata Capital Group
Washington
$854K – – –