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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
2251
Kestra Investment Management
Texas
$291K +$83.4K +697 +40%
IAG
2252
Investmark Advisory Group
Connecticut
$291K +$1.32K +11 +0.5%
PCS
2253
Private Client Services
Kentucky
$289K -$58.8K -492 -17%
CK
2254
Cohen Klingenstein
New York
$288K
AAM
2255
Augustine Asset Management
Florida
$288K -$1.32K -11 -0.5%
TI
2256
Trexquant Investment
Connecticut
$288K +$286K +2,395 New
AWMG
2257
ADG Wealth Management Group
Louisiana
$288K +$40.2K +336 +16%
IF
2258
IRON Financial
Illinois
$287K +$286K +2,388 New
DCM
2259
Davidson Capital Management
Texas
$287K
IWC
2260
Infinity Wealth Counsel
Ohio
$286K -$5.38K -45 -2%
BIG
2261
Brookwood Investment Group
Arizona
$286K +$9.93K +83 +4%
AWM
2262
Aberdeen Wealth Management
Illinois
$286K +$5.5K +46 +2%
WG
2263
Welch Group
Alabama
$285K -$67.9K -568 -19%
BZWA
2264
Blue Zone Wealth Advisors
California
$283K -$4.3K -36 -2%
PAMG
2265
Patton Albertson Miller Group
Tennessee
$283K -$68.9K -576 -20%
SCP
2266
Stevens Capital Partners
Nebraska
$282K +$281K +2,348 New
SFGM
2267
Stonebridge Financial Group (Missouri)
Missouri
$281K +$280K +2,338 New
FNB
2268
Farmers National Bank
Kentucky
$281K +$12.7K +106 +5%
EP
2269
Edgestream Partners
New Jersey
$281K +$279K +2,334 New
SHGA
2270
Sand Hill Global Advisors
California
$279K -$10.2K -85 -4%
AWA
2271
American Wealth Advisors
Georgia
$278K -$120 -1 -0%
BAM
2272
BOS Asset Management
Illinois
$278K
HDIM
2273
Hanson & Doremus Investment Management
Vermont
$278K -$120K -1,000 -30%
AOWM
2274
Asset One Wealth Management
Washington
$278K +$259K +2,165 New
CWP
2275
Concord Wealth Partners
Virginia
$277K +$239 +2 +0.1%