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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEC
2401
Blue Edge Capital
Virginia
-$212K -1,960 Closed
KWM
2402
Koa Wealth Management
California
-$212K -1,960 Closed
AMCA
2403
Arthur M. Cohen & Associates
Illinois
-$209K -1,929 Closed
HHGA
2404
Halbert Hargrove Global Advisors
California
-$208K -1,921 Closed
EARNEST Partners
2405
EARNEST Partners
Georgia
-$206K -1,900 Closed
APIM
2406
Agate Pass Investment Management
Washington
-$200K -1,852 Closed
FLC
2407
Fifth Lane Capital
Texas
-$200K -1,850 Closed
DAC
2408
Dividend Assets Capital
South Carolina
-$163K -1,508 Closed
TSW
2409
Thompson Siegel & Walmsley
Virginia
-$122K -1,124 Closed
FWM
2410
Focused Wealth Management
New York
-$97.9K -904 Closed
PS
2411
Planned Solutions
California
-$69.6K -643 Closed
SA
2412
Scarborough Advisors
Maryland
-$65K -600 Closed
LPP
2413
Life Planning Partners
Florida
-$53.2K -491 Closed
CAM
2414
Chesapeake Asset Management
New York
-$49.1K -454 Closed
FBC
2415
Fairfield, Bush & Co
Connecticut
-$48.9K -452 Closed
SGC
2416
Slocum, Gordon & Co
Rhode Island
-$48.7K -450 Closed
BCM
2417
Bourgeon Capital Management
Connecticut
-$40.5K -374 Closed
DMKJ
2418
David M. Knott Jr
-$34K -313 Closed
FA
2419
Financial Avengers
California
-$28.1K -260 Closed
LFA
2420
Level Financial Advisors
New York
-$27.5K -254 Closed
HFS
2421
Hantz Financial Services
Michigan
-$21K -195 Closed
QFA
2422
Quattro Financial Advisors
Texas
-$4.26M -108 Closed
WFA
2423
West Financial Advisors
Iowa
-$8.55K -79 Closed
TFG
2424
Team Financial Group
California
-$8.12K -75 Closed
GIM
2425
Gold Investment Management
Alberta, Canada
-$2.27K -21 Closed