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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DE
2576
Diversified Enterprises
Delaware
– -$360K -3,439 Closed
GFG
2577
Greystone Financial Group
Michigan
– -$358K -3,420 Closed
SAM
2578
Strive Asset Management
Ohio
– -$357K -3,413 Closed
KWM
2579
KFG Wealth Management
Indiana
– -$356K -3,402 Closed
FA
2580
FSA Advisors
Michigan
– -$337K -3,224 Closed
RCP
2581
Rothschild Capital Partners
New York
– -$329K -3,149 Closed
AWA
2582
Archvest Wealth Advisors
California
– -$325K -3,112 Closed
CQWA
2583
Chokshi & Queen Wealth Advisors
California
– -$315K -3,014 Closed
CWA
2584
Consilio Wealth Advisors
Washington
– -$314K -2,996 Closed
AA
2585
ArborFi Advisors
Michigan
– -$292K -2,794 Closed
FWM
2586
Foguth Wealth Management
Michigan
– -$292K -2,788 Closed
GSC
2587
Ground Swell Capital
South Carolina
– -$289K -2,764 Closed
ITC
2588
Inspire Trust Company
Nevada
– -$276K -2,643 Closed
HBWM
2589
Hollow Brook Wealth Management
New York
– -$265K -2,530 Closed
CFG
2590
Clayton Financial Group
Missouri
– -$261K -2,501 Closed
CF
2591
Corebridge Financial
Texas
– -$261K -2,500 Closed
TVM
2592
True Vision MN
Minnesota
– -$256K -2,446 Closed
FCH
2593
Freestone Capital Holdings
Washington
– -$254K -2,429 Closed
MPW
2594
MGO Private Wealth
California
– -$252K -2,408 Closed
GI
2595
GLOBALT Investments
Georgia
– -$243K -2,327 Closed
SWMP
2596
Signature Wealth Management Partners
New Jersey
– -$238K -2,277 Closed
TR
2597
Tepp RIA
New Jersey
– -$231K -2,205 Closed
WMA
2598
Wealth Management Associates
New Jersey
– -$229K -2,193 Closed
AFA
2599
Arlington Financial Advisors
California
– -$228K -2,179 Closed
PIA
2600
Panoramic Investment Advisors
Colorado
– -$227K -2,172 Closed