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iShares Micro-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
126
Beaird Harris Wealth Management
Texas
$301K – – –
BFO
127
Boston Family Office
Massachusetts
$298K – – –
CFP
128
Cascade Financial Partners
California
$297K – – –
CAG
129
Curtis Advisory Group
California
$291K +$286K +2,363 New
NL
130
NWAM LLC
Washington
$282K +$276K +2,286 New
DA
131
Doliver Advisors
Texas
$282K -$18.2K -151 -6%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$280K -$5.8K -48 -2%
MA
133
Mutual Advisors
Nebraska
$277K +$268K +2,219 New
Two Sigma Advisers
134
Two Sigma Advisers
New York
$271K -$495K -4,100 -65%
JPLA
135
Joseph P. Lucia & Associates
New York
$264K – – –
WBCM
136
Wilson & Boucher Capital Management
California
$263K +$1.21K +10 +0.5%
CGA
137
Crescent Grove Advisors
Illinois
$258K – – –
ST
138
Smithfield Trust
Pennsylvania
$256K +$133K +1,100 +113%
BHBT
139
Burke & Herbert Bank & Trust
Virginia
$253K – – –
KWM
140
Keebeck Wealth Management
Illinois
$249K – – –
Cerity Partners
141
Cerity Partners
New York
$247K -$9.55K -79 -4%
DFS
142
Dixon Fnancial Services
California
$247K – – –
AIM
143
Acropolis Investment Management
Missouri
$240K – – –
LMKC
144
L.M. Kohn & Company
Ohio
$236K +$1.81K +15 +0.8%
WHCFA
145
William Howard & Co Financial Advisors
Tennessee
$234K – – –
TFG
146
Tilson Financial Group
New Jersey
$229K +$225K +1,859 New
WB
147
WesBanco Bank
West Virginia
$226K +$222K +1,835 New
GWM
148
Gray Wealth Management
Maine
$226K -$242 -2 -0.1%
WIA
149
World Investment Advisors
California
$220K -$16.1K -133 -7%
JIC
150
Joel Isaacson & Co
New York
$211K +$207K +1,710 New