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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFO
2576
Kopp Family Office
Minnesota
$16K -$2.75K -23 -14%
VWWMG
2577
Vermillion & White Wealth Management Group
Pennsylvania
$16K +$119 +1 +0.7%
FGC
2578
Financial Gravity Companies
Texas
$15.9K +$717 +6 +5%
FUBT
2579
First United Bank & Trust
Maryland
$15.6K – – –
NWWA
2580
New Wave Wealth Advisors
Arkansas
$15.6K +$16.1K +135 New
C
2581
Covestor
United Kingdom
$15K -$4.54K -38 -23%
LFA
2582
Legend Financial Advisors
Pennsylvania
$15K – – –
GPFA
2583
Game Plan Financial Advisors
Ohio
$14.9K -$1.2K -10 -7%
CSPIA
2584
Cary Street Partners Investment Advisory
Virginia
$14.5K -$13.1M -109,644 -100%
SRCM
2585
Signature Resources Capital Management
California
$13.9K +$5.02K +42 +53%
FFA
2586
Frazier Financial Advisors
Ohio
$13.4K +$13.9K +116 +11,600%
TCM
2587
Tanaka Capital Management
New York
$13K – – –
EWA
2588
Elevate Wealth Advisory
Georgia
$12.8K – – –
YAL
2589
Your Advocates Ltd
Texas
$12.8K – – –
BAM
2590
Byrne Asset Management
New Jersey
$11.9K -$21.3K -178 Closed
CNBT
2591
Cornerstone National Bank & Trust
Illinois
$11.8K – – –
APW
2592
Atlantic Private Wealth
North Carolina
$10.9K -$17.2K -144 -60%
PP
2593
PFS Partners
New Jersey
$9.94K – – –
AWM
2594
AllSquare Wealth Management
New York
$9.91K – – –
Chilton Capital Management
2595
Chilton Capital Management
Texas
$9.91K +$10.3K +86 New
LIS
2596
Legacy Investment Solutions
Idaho
$9.14K -$9.08K -76 -49%
LWMI
2597
Legacy Wealth Management (Idaho)
Idaho
$9.14K -$9.08K -76 -49%
CSC
2598
Caldwell Sutter Capital
California
$9.1K – – –
LJHT
2599
Laurie J. Hall Trustee
$9K – – –
RMC
2600
Resources Management Corp
Connecticut
$9K – – –