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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1651
GS Investments
Minnesota
$520K +$10.4K +108 +2%
KIA
1652
KCM Investment Advisors
California
$519K
RZH
1653
Relyea Zuckerberg Hanson
Connecticut
$517K -$52.4K -544 -10%
SVWG
1654
Shared Vision Wealth Group
United States
$517K +$460K +4,777 New
OAM
1655
Occidental Asset Management
California
$516K -$370K -3,834 -45%
KSWA
1656
Kathleen S. Wright Associates
Pennsylvania
$515K -$5.49K -57 -1%
WWP
1657
WR Wealth Planners
Missouri
$515K -$125K -1,299 -21%
SWM
1658
Sterling Wealth Management
Illinois
$515K +$458K +4,754 New
NSIM
1659
North Star Investment Management
Illinois
$514K +$9.35K +97 +2%
Acadian Asset Management
1660
Acadian Asset Management
Massachusetts
$513K -$371K -3,851 -45%
ACM
1661
Andina Capital Management
Utah
$513K +$457K +4,739 New
EWM
1662
Endowment Wealth Management
Wisconsin
$513K +$32.6K +338 +8%
CPA
1663
Clear Point Advisors
New York
$513K +$457K +4,737 New
FA
1664
FC Advisory
Pennsylvania
$511K +$19.8K +205 +5%
BCM
1665
Bayesian Capital Management
New York
$511K +$455K +4,720 New
NIC
1666
Northwest Investment Counselors
Oregon
$509K +$289 +3 +0.1%
SCM
1667
Seascape Capital Management
New Hampshire
$508K -$12.2K -127 -3%
DIP
1668
DT Investment Partners
Pennsylvania
$506K -$93.9K -974 -17%
CKAIS
1669
Christensen King & Associates Investment Services
Washington
$505K +$450K +4,665 New
LFG
1670
Lazard Frères Gestion
France
$504K
SNB
1671
Security National Bank
Nebraska
$502K -$32.8K -340 -7%
PWA
1672
Primoris Wealth Advisors
Florida
$502K +$447K +4,638 New
ARA
1673
Alexander Randolph Advisory
Virginia
$502K +$447K +4,638 New
AGM
1674
Alpine Global Management
New York
$498K -$115K -1,194 -21%
HP
1675
Holistic Planning
Texas
$498K +$443K +4,596 New