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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
1551
American Trust
Kentucky
$1.23M +$178K +1,295 +18%
RFP
1552
Root Financial Partners
California
$1.23M +$30.1K +219 +3%
PMFA
1553
Plante Moran Financial Advisors
Michigan
$1.23M -$48.3K -352 -4%
FPCG
1554
Forum Private Client Group
Indiana
$1.23M -$25.4K -185 -2%
CNBT
1555
Canandaigua National Bank & Trust
New York
$1.23M +$1.14M +8,273 New
WA
1556
Wilshire Advisors
California
$1.22M -$756K -5,506 -40%
KOMWMG
1557
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.22M -$244K -1,779 -18%
CAMG
1558
CWA Asset Management Group
Florida
$1.22M +$301K +2,193 +36%
GAM
1559
Gemmer Asset Management
California
$1.22M -$28K -204 -2%
GIL
1560
Go Invest LLC
Utah
$1.2M +$123K +897 +12%
7WCP
1561
71 West Capital Partners
Massachusetts
$1.19M -$107K -783 -9%
OCM
1562
Objective Capital Management
Ohio
$1.19M +$48.3K +352 +5%
GPWA
1563
Great Point Wealth Advisors
Massachusetts
$1.19M -$24.7K -180 -2%
TWM
1564
Trueblood Wealth Management
Ohio
$1.18M +$83.7K +610 +8%
TCM
1565
Tufton Capital Management
Maryland
$1.18M -$18.9K -138 -2%
TAM
1566
Townsend Asset Management
North Carolina
$1.18M -$1.92K -14 -0.2%
KFGG
1567
Keystone Financial Group (Georgia)
Georgia
$1.18M -$6.72K -49 -0.6%
VAG
1568
Vannoy Advisory Group
Texas
$1.18M – – –
LIM
1569
Loudon Investment Management
New Hampshire
$1.18M +$93.3K +680 +9%
BWM
1570
BigSur Wealth Management
Florida
$1.18M +$281K +2,050 +35%
HWM
1571
Hohimer Wealth Management
Washington
$1.18M +$21.7K +158 +2%
MFT
1572
Moisand Fitzgerald Tamayo
Florida
$1.18M -$274 -2 -0%
QFP
1573
Quantum Financial Partners
Kansas
$1.17M +$1.09M +7,920 New
EC
1574
EdgeRock Capital
Colorado
$1.17M -$131K -955 -11%
ZBNA
1575
Zions Bancorporation, National Association
Utah
$1.17M +$25.3K +184 +2%