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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSW
1351
Smith Shellnut Wilson
Mississippi
$814K -$242K -2,247 -23%
TA
1352
TrueWealth Advisors
Alabama
$813K
FCFC
1353
First Commonwealth Financial Corp
Pennsylvania
$812K -$202K -1,875 -20%
RW
1354
Rede Wealth
Virginia
$812K -$12.1K -112 -1%
SFO
1355
Standard Family Office
South Dakota
$809K +$809K +7,500 New
CGPCS
1356
Capital Group Private Client Services
California
$803K +$479K +4,440 +148%
MFT
1357
Moisand Fitzgerald Tamayo
Florida
$794K -$134K -1,246 -14%
WC
1358
Woodstock Corp
Massachusetts
$792K +$180K +1,664 +29%
HVIA
1359
Hudson Valley Investment Advisors
New York
$790K +$45.8K +424 +6%
WJWM
1360
Williams Jones Wealth Management
New York
$788K -$135K -1,250 -15%
TRIA
1361
Trail Ridge Investment Advisors
Colorado
$785K -$60K -556 -7%
GMA
1362
Goldstein Munger & Associates
California
$781K
ASW
1363
Astoria Strategic Wealth
Texas
$779K -$19.4K -180 -2%
T
1364
TRUADVICE
Florida
$779K +$432 +4 +0.1%
BFA
1365
Bragg Financial Advisors
North Carolina
$779K +$89.6K +830 +13%
TI
1366
Truepoint Inc
Ohio
$778K -$73.1K -677 -9%
MCM
1367
Maple Capital Management
Vermont
$776K -$61.2K -567 -7%
BWA
1368
Bordeaux Wealth Advisors
California
$776K -$15.6K -145 -2%
HFS
1369
Haverford Financial Services
Pennsylvania
$776K
MWM
1370
Maripau Wealth Management
Indiana
$774K +$15.6K +145 +2%
APWM
1371
Atlas Private Wealth Management
New York
$761K -$24.8K -230 -3%
Fayez Sarofim & Co
1372
Fayez Sarofim & Co
Texas
$759K -$34.2K -317 -4%
JCM
1373
Janney Capital Management
Pennsylvania
$759K -$9.6K -89 -1%
WLIM
1374
White Lighthouse Investment Management
Massachusetts
$757K +$79.3K +735 +12%
MCM
1375
Maryland Capital Management
Maryland
$754K -$77.3K -716 -9%