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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
1576
Trail Ridge Investment Advisors
Colorado
$456K -$142K -1,493 -25%
CSWM
1577
Cassady Schiller Wealth Management
Ohio
$455K -$10.3K -108 -2%
AP
1578
Appleton Partners
Massachusetts
$453K -$3.33K -35 -0.8%
SWM
1579
Selective Wealth Management
Virginia
$451K +$431K +4,526 New
FEG
1580
Fund Evaluation Group
Ohio
$450K +$3.62K +38 +0.8%
WPP
1581
Whalerock Point Partners
Rhode Island
$449K +$95 +1 +0%
CCT
1582
Capital City Trust
Florida
$449K
PG
1583
Patten Group
Tennessee
$445K -$20.6K -216 -5%
MCM
1584
Mitchell Capital Management
Kansas
$443K +$44.6K +468 +12%
EBA
1585
Eagle Bay Advisors
New York
$442K -$106K -1,113 -20%
PCH
1586
PGIM Custom Harvest
New Jersey
$442K +$422K +4,437 New
CWP
1587
CFM Wealth Partners
Texas
$441K -$17K -179 -4%
PWP
1588
Principle Wealth Partners
Connecticut
$436K +$79.7K +837 +24%
AUB
1589
Atlantic Union Bankshares
Virginia
$436K +$13.2K +139 +3%
WG
1590
Welch Group
Alabama
$436K -$3.33K -35 -0.8%
EE
1591
EWG Elevate
California
$435K +$416K +4,365 New
BEAM
1592
Baker Ellis Asset Management
Washington
$434K -$6.67K -70 -2%
NCM
1593
NCM Capital Management
New Jersey
$434K +$2.48K +26 +0.6%
NIC
1594
Northwest Investment Counselors
Oregon
$434K
DL
1595
DOHJ LLC
Washington
$434K +$1.62K +17 +0.4%
SAM
1596
Seelaus Asset Management
New Jersey
$433K -$3.33K -35 -0.8%
GAMC
1597
Garner Asset Management Corp
Texas
$432K +$857 +9 +0.2%
PCA
1598
Peddock Capital Advisors
Massachusetts
$431K -$571 -6 -0.1%
GFA
1599
Gallagher Fiduciary Advisors
Illinois
$430K -$615K -6,459 -60%
HBWM
1600
Hollow Brook Wealth Management
New York
$428K