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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
351
Summit Financial Wealth Advisors
Louisiana
$17.7M +$571K +5,053 +3%
JSW
352
Journey Strategic Wealth
New Jersey
$17.6M +$435K +3,853 +3%
GIA
353
Gladstone Institutional Advisory
Florida
$17.6M +$726K +6,429 +4%
UBS AM
354
UBS AM
Illinois
$17.5M
PG
355
Proffitt & Goodson
Tennessee
$17.5M -$1.04M -9,232 -6%
BPA
356
Beacon Pointe Advisors
California
$17.5M -$1.06M -9,361 -6%
NC
357
NewSquare Capital
Pennsylvania
$17.5M +$5.84M +51,675 +51%
LP
358
LGL Partners
Pennsylvania
$17.5M +$28.9K +256 +0.2%
TFA
359
Transamerica Financial Advisors
Florida
$17.5M -$84.7K -750 -0.5%
FMWA
360
Forvis Mazars Wealth Advisors
Missouri
$17.5M -$2.16M -19,077 -11%
WH
361
Whitcomb & Hess
Ohio
$17.5M -$225K -1,989 -1%
TPCW
362
TD Private Client Wealth
New York
$17.4M -$481K -4,257 -3%
LSAG
363
Lake Street Advisors Group
New Hampshire
$17.4M -$2.44M -21,635 -13%
CCM
364
Cambridge Capital Management
Illinois
$17.4M +$1.19M +10,537 +8%
MWM
365
Marietta Wealth Management
Georgia
$17.4M +$514K +4,548 +3%
AWM
366
Apollon Wealth Management
South Carolina
$17.3M -$627K -5,551 -4%
HWA
367
Hilltop Wealth Advisors
North Carolina
$17.3M +$147K +1,297 +0.9%
Mackenzie Financial
368
Mackenzie Financial
Ontario, Canada
$17.1M +$1.57M +13,910 +10%
AAS
369
Ameritas Advisory Services
Nebraska
$17.1M -$492K -4,352 -3%
BA
370
Bristlecone Advisors
Washington
$17.1M +$482K +4,264 +3%
IWMWV
371
Ironwood Wealth Management (West Virginia)
West Virginia
$17M -$81.9K -725 -0.5%
TCOV
372
Trust Company of Vermont
Vermont
$16.8M +$276K +2,443 +2%
LFS
373
Legacy Financial Strategies
Kansas
$16.8M +$637K +5,636 +4%
FA
374
Flagstar Advisors
New York
$16.6M +$89.8K +795 +0.6%
Principal Financial Group
375
Principal Financial Group
Iowa
$16.6M -$223K -1,975 -1%