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iShares Micro-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
101
Institute for Wealth Management
Colorado
$355K -$2.61K -23 -0.7%
CG
102
Caprock Group
Idaho
$343K – – –
KAS
103
Kestra Advisory Services
Texas
$325K +$357K +3,144 New
NCM
104
Next Capital Management
New York
$323K – – –
TDC
105
Thompson Davis & Co
Virginia
$315K -$33.7K -297 -9%
RJA
106
Raymond James & Associates
Florida
$310K -$15.4K -136 -4%
NL
107
NWAM LLC
Washington
$306K – – –
CWM
108
C2C Wealth Management
Arizona
$304K – – –
BSWA
109
Bromfield Sneider Wealth Advisors
Massachusetts
$290K +$65.3K +575 +26%
SWM
110
Spire Wealth Management
Virginia
$286K -$205K -1,802 -39%
SFG
111
Summit Financial Group
West Virginia
$284K – – –
WP
112
WealthSource Partners
California
$270K – – –
Renaissance Technologies
113
Renaissance Technologies
New York
$269K -$56.8K -500 -16%
FWTB
114
First Western Trust Bank
Colorado
$268K – – –
GPA
115
Garrison Point Advisors
California
$268K – – –
MML Investors Services
116
MML Investors Services
Massachusetts
$264K +$25.8K +227 +10%
CPA
117
Cardiff Park Advisors
California
$261K – – –
PO
118
Private Ocean
California
$255K – – –
BHWM
119
Beaird Harris Wealth Management
Texas
$254K -$5.68K -50 -2%
BFO
120
Boston Family Office
Massachusetts
$250K – – –
CWA
121
Clarus Wealth Advisors
Arizona
$249K +$227 +2 +0.1%
FPAS
122
Focus Partners Advisor Solutions
Missouri
$245K -$200K -1,759 -43%
WBCM
123
Wilson & Boucher Capital Management
California
$240K – – –
GWM
124
Gray Wealth Management
Maine
$232K – – –
BI
125
Berkeley Inc
Idaho
$229K +$227 +2 +0.1%