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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB
1926
HTLF Bank
Colorado
$303K +$269K +2,796 New
WP
1927
Wealthspan Partners
Iowa
$302K -$178K -1,845 -40%
SWM
1928
SFG Wealth Management
Maryland
$301K +$31.2K +324 +13%
HDIM
1929
Hanson & Doremus Investment Management
Vermont
$301K – – –
LAIC
1930
Lederer & Associates Investment Counsel
California
$301K – – –
MAM
1931
Meeder Asset Management
Ohio
$301K +$24.4K +253 +10%
DWM
1932
Dogwood Wealth Management
Kansas
$300K +$267K +2,772 New
SJGA
1933
Stephen J. Garry & Associates
New York
$300K +$267K +2,767 New
BOM
1934
Bank of Marin
California
$299K – – –
MSS
1935
Mitchell Sinkler & Starr
Pennsylvania
$299K +$266K +2,764 New
4WM
1936
4J Wealth Management
Virginia
$299K -$1.2M -12,482 -82%
OWM
1937
OneAscent Wealth Management
Alabama
$299K -$22.3K -231 -8%
BMM
1938
Buffington Mohr McNeal
Idaho
$298K +$265K +2,749 New
HWMA
1939
Heritage Wealth Management (Arizona)
Arizona
$297K +$264K +2,739 New
MA
1940
MJP Associates
Connecticut
$296K +$263K +2,733 New
CWA
1941
Clearview Wealth Advisors
Oregon
$296K -$8.87K -92 -3%
KCM
1942
Kathmere Capital Management
Pennsylvania
$294K -$4.53K -47 -2%
HT
1943
Headlands Technologies
Illinois
$293K -$800K -8,298 -75%
PCS
1944
Private Client Services
Kentucky
$293K +$261K +2,708 New
SFS
1945
Stiles Financial Services
Minnesota
$293K -$64.1K -665 -20%
AIP
1946
ARS Investment Partners
New York
$292K – – –
FA
1947
FSA Advisors
Michigan
$291K +$259K +2,692 New
AWM
1948
Aries Wealth Management
Maine
$291K – – –
BWM
1949
BCGM Wealth Management
Indiana
$291K +$1.83K +19 +0.7%
PA
1950
Parkside Advisors
California
$288K – – –