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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1526
Barrett Asset Management
New York
$227K +$20.9K +255 +11%
BFG
1527
Berger Financial Group
Minnesota
$227K +$203K +2,473 New
AIA
1528
Arcadia Investment Advisors
Idaho
$227K -$203K -2,474 -50%
DA
1529
Detalus Advisors
Missouri
$226K +$202K +2,454 New
BST
1530
Bath Savings Trust
Maine
$226K +$202K +2,460 New
TB
1531
Terril Brothers
Missouri
$225K +$201K +2,444 New
HGWM
1532
Horst & Graben Wealth Management
Oregon
$224K +$200K +2,436 New
CWP
1533
CFM Wealth Partners
Texas
$224K +$200K +2,440 New
KCM
1534
Kathmere Capital Management
Pennsylvania
$223K +$35.8K +436 +22%
CK
1535
Cohen Klingenstein
New York
$221K +$197K +2,400 New
VHAM
1536
Van Hulzen Asset Management
California
$221K +$198K +2,408 New
Toronto Dominion Bank
1537
Toronto Dominion Bank
Ontario, Canada
$220K – – –
NB
1538
Nicolet Bankshares
Wisconsin
$220K +$197K +2,399 New
VWA
1539
Visionary Wealth Advisors
Illinois
$218K +$194K +2,367 New
FNBTCON
1540
First National Bank & Trust Co of Newtown
Pennsylvania
$218K +$195K +2,370 New
Iconiq Capital
1541
Iconiq Capital
California
$218K +$195K +2,377 New
AWM
1542
Aberdeen Wealth Management
Illinois
$217K – – –
CWP
1543
Corepath Wealth Partners
Arizona
$216K +$191K +2,329 New
PAM
1544
Palisade Asset Management
Minnesota
$216K +$193K +2,347 New
JLBC
1545
J.L. Bainbridge & Co
Florida
$216K +$193K +2,349 New
AWMT
1546
AAFMAA Wealth Management & Trust
North Carolina
$214K +$191K +2,330 New
VWA
1547
VERITY Wealth Advisors
United States
$213K +$191K +2,320 New
WMA
1548
Wealth Management Associates
New Jersey
$212K +$190K +2,307 New
FDCC
1549
Foster Dykema Cabot & Co
Massachusetts
$212K +$189K +2,304 New
WAM
1550
World Asset Management
Michigan
$212K +$190K +2,311 New