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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBWIC
1701
Schaper Benz & Wise Investment Counsel
Wisconsin
$358K -$121K -1,264 -25%
PFG
1702
Pinnacle Financial Group
Illinois
$357K -$9.5K -99 -3%
HWA
1703
Heartwood Wealth Advisors
Virginia
$357K -$29.3K -305 -7%
NCM
1704
Novare Capital Management
North Carolina
$356K +$360K +3,758 New
ACP
1705
Arcus Capital Partners
Georgia
$354K +$27.3K +285 +8%
PPW
1706
Presilium Private Wealth
Pennsylvania
$354K +$359K +3,739 New
GIA
1707
Guyasuta Investment Advisors
Pennsylvania
$354K – – –
Confluence Wealth Services
1708
Confluence Wealth Services
Pennsylvania
$353K -$19.6K -204 -5%
HCA
1709
Horan Capital Advisors
Ohio
$352K -$21.9K -228 -6%
RLWM
1710
RF&L Wealth Management
Massachusetts
$351K +$356K +3,709 New
RFWA
1711
RPg Family Wealth Advisory
Massachusetts
$350K -$38.4K -400 -10%
SEP
1712
Southland Equity Partners
Missouri
$349K -$78.1K -814 -18%
CIAS
1713
CBIZ Investment Advisory Services
Ohio
$348K -$115K -1,195 -25%
HPA
1714
High Probability Advisors
New York
$348K – – –
ST
1715
Sentinel Trust
Texas
$348K – – –
LOPW
1716
Live Oak Private Wealth
North Carolina
$347K +$5.28K +55 +2%
GWM
1717
GDS Wealth Management
Texas
$346K -$192 -2 -0.1%
MFWP
1718
Mosaic Family Wealth Partners
Missouri
$346K +$350K +3,644 New
AP
1719
Adero Partners
California
$346K -$32.7K -341 -9%
Park National Corp
1720
Park National Corp
Ohio
$343K +$348K +3,624 New
SWM
1721
Seaside Wealth Management
California
$341K -$863 -9 -0.2%
AIFAIM
1722
American Institute for Advanced Investment Management
Arizona
$341K – – –
ACM
1723
Argent Capital Management
Missouri
$341K +$119K +1,237 +52%
MJRIC
1724
Mogy Joel R Investment Counsel
California
$338K – – –
NCG
1725
Newport Capital Group
New Jersey
$338K -$373K -3,893 -52%