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iShares Micro-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Silvercrest Asset Management
New York
$372K – – –
OCFG
127
O'Connor Financial Group
Illinois
$363K +$651 +5 +0.2%
CPA
128
Cardiff Park Advisors
California
$362K -$39.1K -300 -10%
DWS
129
Discipline Wealth Solutions
South Carolina
$348K -$22.7K -174 -6%
TIAA Trust, National Association
130
TIAA Trust, National Association
North Carolina
$342K – – –
BBHC
131
Brown Brothers Harriman & Co
New York
$341K – – –
GPA
132
Garrison Point Advisors
California
$338K – – –
MML Investors Services
133
MML Investors Services
Massachusetts
$331K +$331K +2,540 New
BHWM
134
Beaird Harris Wealth Management
Texas
$318K – – –
CFP
135
Cascade Financial Partners
California
$306K – – –
BFO
136
Boston Family Office
Massachusetts
$304K -$10.4K -80 -3%
NL
137
NWAM LLC
Washington
$298K – – –
DA
138
Doliver Advisors
Texas
$294K -$3.25K -25 -1%
MA
139
Mutual Advisors
Nebraska
$287K +$130 +1 +0%
JPLA
140
Joseph P. Lucia & Associates
New York
$279K – – –
WBCM
141
Wilson & Boucher Capital Management
California
$278K – – –
CGA
142
Crescent Grove Advisors
Illinois
$272K – – –
IWC
143
Integrated Wealth Concepts
Massachusetts
$272K +$272K +2,090 New
DWM
144
David Wealth Management
Virginia
$269K +$269K +2,067 New
BHBT
145
Burke & Herbert Bank & Trust
Virginia
$267K – – –
Cerity Partners
146
Cerity Partners
New York
$261K – – –
KG
147
Kieckhefer Group
Wisconsin
$261K +$260K +2,000 New
WIA
148
World Investment Advisors
California
$258K +$25.6K +197 +11%
AIM
149
Acropolis Investment Management
Missouri
$254K – – –
WHCFA
150
William Howard & Co Financial Advisors
Tennessee
$248K – – –