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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
351
PFS Investments
Georgia
$13.1M -$55.2M -552,376 -80%
VFIC
352
Valley Forge Investment Consultants
Pennsylvania
$13.1M -$759K -7,594 -5%
DWA
353
Divergent Wealth Advisors
Utah
$13M +$871K +8,713 +7%
HWA
354
Hilltop Wealth Advisors
North Carolina
$13M -$356K -3,556 -3%
GVAG
355
Great Valley Advisor Group
Delaware
$13M +$6.07M +60,700 +83%
CFG
356
Compton Financial Group
Maryland
$12.9M +$145K +1,449 +1%
SWA
357
Stratos Wealth Advisors
Ohio
$12.8M +$3.7M +36,994 +39%
HR
358
Hardy Reed
Mississippi
$12.8M
LBC
359
Lowe Brockenbrough & Co
Virginia
$12.8M +$1.1M +10,984 +9%
IWMWV
360
Ironwood Wealth Management (West Virginia)
West Virginia
$12.7M -$35.2K -352 -0.3%
FANJ
361
Financial Architects (New Jersey)
New Jersey
$12.5M +$246K +2,457 +2%
TWM
362
Tradition Wealth Management
Minnesota
$12.5M -$525K -5,255 -4%
BHIA
363
Birch Hill Investment Advisors
Massachusetts
$12.5M +$1.35M +13,515 +12%
GPA
364
Guidance Point Advisors
Massachusetts
$12.4M -$38.5K -385 -0.3%
KPWG
365
KFA Private Wealth Group
Virginia
$12.4M +$1.98M +19,790 +18%
CI
366
CX Institutional
Indiana
$12.4M +$11.6M +116,454 +988%
BWIA
367
Bryant Woods Investment Advisors
New York
$12.4M +$163K +1,635 +1%
Wealth Enhancement Advisory Services
368
Wealth Enhancement Advisory Services
Minnesota
$12.4M -$11.9M -118,806 -48%
JFA
369
JNBA Financial Advisors
Minnesota
$12.4M -$260K -2,601 -2%
MSA
370
Marino Stram & Associates
Massachusetts
$12.3M +$88K +880 +0.7%
EIG
371
Ellenbecker Investment Group
Wisconsin
$12.2M -$28.8K -288 -0.2%
PSIWM
372
Paradigm Strategies in Wealth Management
Minnesota
$12.2M +$646K +6,461 +5%
ECM
373
Exchange Capital Management
Michigan
$12.1M +$128K +1,278 +1%
VCM
374
Verde Capital Management
Michigan
$12.1M +$279K +2,794 +2%
SFP
375
Strategic Financial Partners
Oregon
$12.1M +$4.17M +41,663 +50%