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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
1701
Acima Private Wealth
Virginia
$116K – – –
FGAM
1702
Financial Gravity Asset Management
Texas
$113K +$4.13K +37 New
POIA
1703
Pin Oak Investment Advisors
Texas
$112K +$1.78K +16 +2%
GWSG
1704
GPS Wealth Strategies Group
Colorado
$110K -$5.24K -47 -5%
KFP
1705
KB Financial Partners
New Jersey
$110K – – –
RWM
1706
Raffa Wealth Management
District of Columbia
$109K -$310K -2,776 -74%
MIM
1707
MTM Investment Management
South Carolina
$106K -$781 -7 -0.7%
VRM
1708
Vectors Research Management
New York
$104K – – –
ME
1709
McIlrath & Eck
Washington
$103K -$2.34K -21 -2%
CYG
1710
Clean Yield Group
Vermont
$102K +$100K +900 New
Sumitomo Mitsui Financial Group
1711
Sumitomo Mitsui Financial Group
Japan
$100K -$3.01K -27 -3%
JHCP
1712
Jackson Hole Capital Partners
Oklahoma
$99K +$21.4K +192 +28%
Thompson Siegel & Walmsley
1713
Thompson Siegel & Walmsley
Virginia
$98K -$20.1K -180 -17%
DCM
1714
Disciplina Capital Management
Tennessee
$89.8K – – –
EWM
1715
Endurance Wealth Management
Rhode Island
$87K +$11.2K +100 +15%
BCM
1716
Bourgeon Capital Management
Connecticut
$83K – – –
OSNBOA
1717
Old Second National Bank of Aurora
Illinois
$83K +$4.68K +42 +6%
PCTC
1718
Perkins Coie Trust Company
Washington
$83K +$44.6K +400 +118%
BC
1719
Belmont Capital
California
$82K -$10.5K -94 -11%
SCA
1720
Stonebridge Capital Advisors
Minnesota
$76K -$43.3K -388 -36%
EK
1721
Evensky & Katz
Florida
$74K +$44.7K +401 +155%
Schroder Investment Management Group
1722
Schroder Investment Management Group
United Kingdom
$73K -$719K -6,450 -91%
MGI
1723
MayTech Global Investments
New York
$73K – – –
PGWM
1724
Parisi Gray Wealth Management
New Jersey
$65K +$64.2K +576 New
MFA
1725
McClarren Financial Advisors
Pennsylvania
$64K – – –