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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
2501
Orca Wealth Management
Florida
$242K +$224K +1,632 New
T
2502
Tidemark
California
$241K -$274 -2 -0.1%
CVM
2503
Cheviot Value Management
California
$241K – – –
JIR
2504
James Investment Research
Ohio
$240K – – –
CWM
2505
CMH Wealth Management
New Hampshire
$240K +$222K +1,619 New
BIA
2506
Beacon Investment Advisors
Maryland
$240K -$137 -1 -0.1%
LG
2507
Leuthold Group
Minnesota
$240K +$222K +1,618 New
BAM
2508
Beaumont Asset Management
Texas
$240K – – –
MWA
2509
Monograph Wealth Advisors
California
$240K – – –
Kayne Anderson Rudnick Investment Management
2510
Kayne Anderson Rudnick Investment Management
California
$239K +$3.98K +29 +2%
MAG
2511
MRA Advisory Group
New Jersey
$239K – – –
FMTCOCP
2512
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$239K -$54.9K -400 -20%
MWM
2513
Meritas Wealth Management
California
$239K +$221K +1,610 New
PIA
2514
Panoramic Investment Advisors
Colorado
$238K +$220K +1,606 New
GAA
2515
Global Assets Advisory
Florida
$237K +$219K +1,595 New
BW
2516
Basepoint Wealth
Iowa
$236K +$686 +5 +0.3%
FF
2517
Farrell Financial
New York
$236K +$218K +1,590 New
MWM
2518
MY Wealth Management
Maryland
$236K -$90K -656 -29%
BAG
2519
Bauman Advisory Group
Nevada
$236K -$126K -919 -37%
ODFS
2520
O'Donnell Financial Services
California
$235K +$218K +1,586 New
CWM
2521
ClientFirst Wealth Management
Arkansas
$234K +$217K +1,580 New
MPW
2522
Magnolia Private Wealth
Pennsylvania
$234K +$217K +1,579 New
TWIM
2523
TIAA Wealth Investment Management
New York
$234K +$47.5K +346 +28%
G
2524
GuidedMoney
Wisconsin
$233K +$216K +1,573 New
SWM
2525
Selective Wealth Management
Virginia
$233K +$7.27K +53 +3%