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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
1701
Stelac Advisory Services
New York
$554K +$73.3K +649 +16%
SWM
1702
Sterling Wealth Management
Illinois
$554K -$27K -239 -5%
SIC
1703
Salem Investment Counselors
North Carolina
$553K +$5.54K +49 +1%
BC
1704
Bowman & Company
Wisconsin
$551K +$26.9K +238 +5%
BB
1705
Berkshire Bank
Massachusetts
$550K -$5.65K -50 -1%
Fisher Asset Management
1706
Fisher Asset Management
Washington
$549K -$2.7M -23,943 -84%
CPA
1707
Clear Point Advisors
New York
$549K +$1.02K +9 +0.2%
DA
1708
Doliver Advisors
Texas
$548K -$40.8K -361 -7%
HCMG
1709
Howard Capital Management Group
California
$547K
SC
1710
Sierra Capital
Florida
$544K -$231K -2,045 -31%
SNB
1711
Security National Bank
Nebraska
$543K
SMAM
1712
Sugar Maple Asset Management
Wisconsin
$542K +$524K +4,637 New
SWM
1713
Silverlake Wealth Management
Vermont
$542K +$30.1K +266 +6%
RC
1714
Roundview Capital
New Jersey
$541K +$66.4K +588 +15%
BCM
1715
BTC Capital Management
Iowa
$541K -$15.6K -138 -3%
PWA
1716
Primoris Wealth Advisors
Florida
$540K -$2.26K -20 -0.4%
MA
1717
Modus Advisors
Minnesota
$540K -$443K -3,922 -46%
LIM
1718
Loudon Investment Management
New Hampshire
$540K +$44.3K +392 +9%
FFA
1719
Founders Financial Alliance
North Carolina
$539K -$13.9K -123 -3%
LFG
1720
Lazard Frères Gestion
France
$538K
BPC
1721
Banque Pictet & Cie
Switzerland
$538K -$110K -975 -17%
T. Rowe Price Associates
1722
T. Rowe Price Associates
Maryland
$537K
FFG
1723
Foundry Financial Group
New Hampshire
$536K -$32.9K -291 -6%
HVIA
1724
Hudson Valley Investment Advisors
New York
$536K -$43.6K -386 -8%
FC
1725
Financial Council
Maryland
$535K