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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
2651
Seneschal Advisors
Washington
$139K -$5.08K -37 -4%
NEWAS
2652
N.E.W. Advisory Services
Wisconsin
$138K +$32.1K +234 +33%
OSNBOA
2653
Old Second National Bank of Aurora
Illinois
$137K – – –
JWM
2654
JPL Wealth Management
Colorado
$132K – – –
PF
2655
PlanVest Financial
Maryland
$129K -$3.02K -22 -2%
MFA
2656
Morling Financial Advisors
California
$129K +$25.4K +185 +27%
VR
2657
Vision Retirement
New Jersey
$126K +$137 +1 +0.1%
RFA
2658
Reyes Financial Architecture
California
$122K -$549 -4 -0.5%
MNA
2659
Manning & Napier Advisors
New York
$122K – – –
SFCL
2660
Strengthening Families & Communities LLC
Massachusetts
$122K +$412 +3 +0.4%
LI
2661
LRI Investments
Florida
$121K -$3.16K -23 -3%
SG
2662
Sankala Group
Colorado
$116K +$1.37K +10 +1%
DPW
2663
DiNuzzo Private Wealth
Pennsylvania
$116K – – –
SHIM
2664
Stone House Investment Management
Pennsylvania
$112K -$9.47K -69 -8%
JFG
2665
JDM Financial Group
Texas
$112K – – –
POIA
2666
Pin Oak Investment Advisors
Texas
$111K +$12.2K +89 +13%
MWPCG
2667
Measured Wealth Private Client Group
New Hampshire
$111K +$21.1K +154 +26%
HHGA
2668
Halbert Hargrove Global Advisors
California
$110K -$3.57K -26 -3%
KFP
2669
Kroeger Financial Partners
California
$109K +$101K +735 New
EK
2670
Evensky & Katz
Florida
$109K -$38.7K -282 -28%
BW
2671
Bravera Wealth
North Dakota
$108K – – –
RL
2672
Rogco LP
Oklahoma
$106K -$1.37K -10 -1%
GA
2673
GoalVest Advisory
New York
$104K – – –
CFG
2674
Chapman Financial Group
Hawaii
$104K – – –
FF
2675
Frankly Finances
Florida
$102K – – –