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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIO
1601
Seven Post Investment Office
California
$748K
HFW
1602
Horizon Family Wealth
Illinois
$748K +$2.53K +22 +0.4%
KSB
1603
Kennebec Savings Bank
Maine
$743K -$159K -1,380 -18%
PTB
1604
Pioneer Trust Bank
Oregon
$743K -$35.3K -307 -5%
OPAM
1605
Ocean Park Asset Management
California
$735K +$711K +6,186 New
ACM
1606
Ardent Capital Management
Ohio
$735K -$1.5K -13 -0.2%
WPC
1607
White Pine Capital
Minnesota
$731K
Invesco
1608
Invesco
Georgia
$730K +$1.61K +14 +0.2%
CFG
1609
Cooper Financial Group
California
$730K +$23K +200 +3%
TI
1610
Truepoint Inc
Ohio
$728K -$1.26K -11 -0.2%
PTC
1611
Philadelphia Trust Company
Pennsylvania
$728K
WTA
1612
Washington Trust Advisors
Massachusetts
$723K -$3.1K -27 -0.4%
TWM
1613
Trueblood Wealth Management
Ohio
$722K +$50.4K +438 +8%
FL
1614
FreeGulliver LLC
Louisiana
$721K +$14.3K +124 +2%
S
1615
SignatureFD
Georgia
$719K -$180K -1,561 -21%
RIS
1616
Richmond Investment Services
Wisconsin
$714K +$23.8K +207 +4%
MFGM
1617
Marshall Financial Group (Maryland)
Maryland
$711K -$57K -496 -8%
WE
1618
Wealth Effects
Massachusetts
$711K -$28.9K -251 -4%
PFA
1619
Professional Financial Advisors
Nebraska
$711K -$7.36K -64 -1%
IWS
1620
Insight Wealth Strategies
California
$710K -$13.9K -121 -2%
HA
1621
HFG Advisors
Ohio
$707K -$7.94K -69 -1%
AA
1622
Advisory Alpha
Michigan
$707K -$17.1K -149 -2%
ME
1623
McIlrath & Eck
Washington
$706K +$15.5K +135 +2%
OWA
1624
Outlook Wealth Advisors
Texas
$704K -$76.7K -667 -10%
CWS
1625
Confluence Wealth Services
Pennsylvania
$703K -$126K -1,092 -16%