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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1426
WealthBridge Capital Management
Ohio
$666K +$126K +1,108 +24%
SWP
1427
Strategic Wealth Partners
Ohio
$665K -$62.8K -551 -9%
KA
1428
Kearns & Associates
California
$665K +$662K +5,808 New
AAMA
1429
Advanced Asset Management Advisors
Ohio
$662K – – –
Advisors Capital Management
1430
Advisors Capital Management
New Jersey
$660K +$70.9K +622 +12%
HCMT
1431
Highland Capital Management (Tennessee)
Tennessee
$656K -$2.28K -20 -0.3%
RBFC
1432
Roman Butler Fullerton & Co
Missouri
$655K +$57.9K +508 +10%
RBC
1433
Roble Belko & Company
Pennsylvania
$654K -$50.7K -445 -7%
WC
1434
Woodstock Corp
Massachusetts
$651K +$29.1K +255 +5%
TWP
1435
Tower Wealth Partners
Pennsylvania
$648K -$1.71K -15 -0.3%
CSPIA
1436
Cary Street Partners Investment Advisory
Virginia
$648K +$99.2K +870 +18%
IFAM
1437
Institutional & Family Asset Management
Colorado
$644K -$428K -3,759 -40%
PG
1438
Patten Group
Tennessee
$643K +$11.9K +104 +2%
Private Management Group
1439
Private Management Group
California
$641K -$239K -2,100 -27%
KM
1440
Kalos Management
Georgia
$641K +$11.9K +104 +2%
SFCL
1441
Strengthening Families & Communities LLC
Massachusetts
$640K +$94.5K +829 New
LBC
1442
Lawrence B. Cohen
$639K +$636K +5,578 New
OWA
1443
One Wealth Advisors
California
$637K +$155K +1,356 +32%
WCWM
1444
Willow Creek Wealth Management
California
$633K – – –
SFP
1445
Strategic Financial Planning
Texas
$629K -$10.1K -89 -2%
QPWM
1446
Quadrant Private Wealth Management
Pennsylvania
$627K +$62K +544 +11%
RWA Wealth Partners
1447
RWA Wealth Partners
Massachusetts
$624K +$12.2K +107 +2%
BI
1448
Ballast Inc
Kentucky
$622K +$79K +693 +15%
Hirtle Callaghan & Co
1449
Hirtle Callaghan & Co
Pennsylvania
$622K +$619K +5,430 New
ST
1450
Somerset Trust
Pennsylvania
$619K – – –