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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1501
Intercontinental Wealth Advisors
Texas
$431K +$74.5K +767 +18%
DI
1502
DAGCO Inc
Ohio
$430K -$12.1K -125 -2%
AIM
1503
Alhambra Investment Management
Florida
$430K +$18K +185 +4%
IA
1504
Inspire Advisors
Idaho
$430K +$25.7K +265 +6%
GAG
1505
GM Advisory Group
New York
$429K +$150K +1,548 +46%
RIL
1506
Rothschild Investment LLC
Illinois
$428K +$97 +1 +0%
GC
1507
GFG Capital
Florida
$428K +$34.8K +358 +8%
FAG
1508
Fortitude Advisory Group
Washington
$427K – – –
SAS
1509
Stelac Advisory Services
New York
$427K – – –
TFS
1510
TrustCore Financial Services
Tennessee
$426K -$689K -7,092 -59%
WFA
1511
WMG Financial Advisors
Tennessee
$426K -$16.3K -168 -3%
CIAS
1512
CBIZ Investment Advisory Services
Ohio
$425K – – –
LCM
1513
Leisure Capital Management
California
$423K – – –
BAS
1514
Brown Advisory Securities
Maryland
$420K -$1.12M -11,531 -71%
KSWA
1515
Kathleen S. Wright Associates
Pennsylvania
$419K +$16.7K +172 +4%
NPP
1516
New Potomac Partners
Maryland
$415K +$3.79K +39 +0.8%
Simon Quick Advisors
1517
Simon Quick Advisors
New Jersey
$415K +$36.2K +373 +8%
CSWM
1518
Cassady Schiller Wealth Management
Ohio
$414K -$971 -10 -0.2%
CWP
1519
CFM Wealth Partners
Texas
$414K +$87.3K +899 +23%
RWA Wealth Partners
1520
RWA Wealth Partners
Massachusetts
$412K -$2.23K -23 -0.5%
T. Rowe Price Associates
1521
T. Rowe Price Associates
Maryland
$411K – – –
FI
1522
Financial Insights
Washington
$409K +$456K +4,690 New
AFG
1523
Allegheny Financial Group
Pennsylvania
$408K +$3.69K +38 +0.8%
Palisade Capital Management
1524
Palisade Capital Management
New Jersey
$408K +$34.3K +353 +8%
CL
1525
CPWM LLC
Washington
$406K +$453K +4,662 New