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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
1576
Kathleen S. Wright Associates
Pennsylvania
$454K +$100 +1 +0%
KIA
1577
KCM Investment Advisors
California
$452K -$40K -400 -8%
BTWM
1578
Baker Tilly Wealth Management
Wisconsin
$452K -$297K -2,969 -38%
SGCA
1579
Steel Grove Capital Advisors
Tennessee
$451K +$20.2K +202 +4%
CCA
1580
Cobblestone Capital Advisors
New York
$450K -$25.2K -252 -5%
NWMG
1581
National Wealth Management Group
Ohio
$450K -$852K -8,533 -64%
PCS
1582
Personal CFO Solutions
New Jersey
$449K -$83.9K -840 -15%
PWM
1583
Palumbo Wealth Management
New York
$446K -$664K -6,650 -58%
HIP
1584
HUB Investment Partners
Texas
$445K -$7.09K -71 -1%
FI
1585
Financial Insights
Washington
$445K -$13.2K -132 -3%
AP
1586
Appleton Partners
Massachusetts
$443K +$14.5K +145 +3%
NIC
1587
Northwest Investment Counselors
Oregon
$443K +$33.9K +339 +8%
GI
1588
GS Investments
Minnesota
$443K -$5K -50 -1%
NB
1589
NBT Bank
New York
$441K -$41.9K -419 -8%
PT
1590
Plimoth Trust
Massachusetts
$441K +$125K +1,253 +37%
NSIM
1591
North Star Investment Management
Illinois
$438K -$32.5K -325 -7%
PA
1592
Paragon Advisors
Texas
$438K -$2.87M -28,701 -86%
WP
1593
Wealthspan Partners
Iowa
$437K -$220K -2,204 -32%
BCM
1594
BTC Capital Management
Iowa
$436K
LFG
1595
Lazard Frères Gestion
France
$436K +$460K +4,602 New
TC
1596
Truvestments Capital
Florida
$435K +$40K +400 +10%
ARIS
1597
Advanced Research Investment Solutions
California
$434K -$154K -1,539 -25%
T. Rowe Price Associates
1598
T. Rowe Price Associates
Maryland
$433K
PFBT
1599
Parkside Financial Bank & Trust
Missouri
$431K +$35.9K +359 +9%
CTWM
1600
Cherry Tree Wealth Management
Minnesota
$430K -$4.1K -41 -0.9%