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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1351
M&R Capital Management
New Jersey
$71K +$28.4K +450 +75%
APW
1352
Acima Private Wealth
Virginia
$70K – – –
POIA
1353
Pin Oak Investment Advisors
Texas
$66K -$37.9K -600 -38%
VRM
1354
Vectors Research Management
New York
$66K -$11.6K -184 -16%
DAM
1355
Delta Asset Management
Tennessee
$62K – – –
SCA
1356
Stonebridge Capital Advisors
Minnesota
$62K – – –
MWP
1357
Meridian Wealth Partners
Pennsylvania
$61K – – –
IFA
1358
Interactive Financial Advisors
Illinois
$61K +$56.4K +893 New
DCM
1359
Disciplina Capital Management
Tennessee
$58.4K – – –
BAMG
1360
Brand Asset Management Group
Missouri
$56K – – –
KPW
1361
Kore Private Wealth
New York
$56K – – –
PAIM
1362
Punch & Associates Investment Management
Minnesota
$55K – – –
AIM
1363
Arcadia Investment Management
Michigan
$53K -$77.8K -1,233 -62%
AWA
1364
Arkadios Wealth Advisors
Georgia
$49.7K -$114K -1,811 -71%
RWB
1365
RMR Wealth Builders
New Jersey
$48K +$44.4K +704 New
BDWM
1366
Brewin Dolphin Wealth Management
Ireland
$47.8K +$44.2K +700 New
OSNBOA
1367
Old Second National Bank of Aurora
Illinois
$47K – – –
IAS
1368
IMA Advisory Services
Colorado
$47K +$10.5K +166 +32%
BFC
1369
Bedel Financial Consulting
Indiana
$42K -$10.9K -173 -22%
BWA
1370
Burt Wealth Advisors
Maryland
$42K -$694 -11 -2%
CWM
1371
Campbell Wealth Management
Virginia
$41K +$37.9K +600 New
ACA
1372
Aptus Capital Advisors
Alabama
$40K -$101K -1,606 -73%
Loomis, Sayles & Company
1373
Loomis, Sayles & Company
Massachusetts
$36K -$288K -4,557 -90%
GFPC
1374
Global Financial Private Capital
Florida
$36K -$7.2K -114 -18%
RDWM
1375
Red Door Wealth Management
Tennessee
$35K – – –