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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HF
376
Halpern Financial
Virginia
$12.6M -$200K -2,005 -1%
VWM
377
Venturi Wealth Management
Texas
$12.5M +$12.7M +127,105 +2,318%
HR
378
Hardy Reed
Mississippi
$12.5M
IWMWV
379
Ironwood Wealth Management (West Virginia)
West Virginia
$12.5M +$68.2K +683 +0.5%
TWM
380
Tradition Wealth Management
Minnesota
$12.5M +$186K +1,863 +1%
TCM
381
Towercrest Capital Management
Pennsylvania
$12.4M +$173K +1,731 +1%
AWE
382
Avidian Wealth Enterprises
Texas
$12.4M +$2.19M +21,886 +20%
VCM
383
Verde Capital Management
Michigan
$12.4M +$358K +3,584 +3%
BIA
384
Bell Investment Advisors
California
$12.3M -$80.5K -806 -0.6%
LCWP
385
Legacy Capital Wealth Partners
Arkansas
$12.3M +$6.34M +63,505 +95%
CFGS
386
Concourse Financial Group Securities
Alabama
$12.3M -$15.1K -151 -0.1%
SWM
387
Spire Wealth Management
Virginia
$12.3M +$486K +4,869 +4%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$12.2M +$3.31M +33,160 +34%
MSA
389
Marino Stram & Associates
Massachusetts
$12.2M +$27.6K +276 +0.2%
KPWG
390
KFA Private Wealth Group
Virginia
$12.1M +$189K +1,891 +1%
GC
391
Grimes & Company
Massachusetts
$12.1M +$541K +5,416 +4%
EIG
392
Ellenbecker Investment Group
Wisconsin
$12M +$162K +1,623 +1%
ECM
393
Exchange Capital Management
Michigan
$12M +$168K +1,679 +1%
Principal Financial Group
394
Principal Financial Group
Iowa
$12M +$92.4K +925 +0.7%
GPA
395
Guidance Point Advisors
Massachusetts
$12M -$637K -6,379 -5%
TFA
396
Transamerica Financial Advisors
Florida
$11.9M +$8.99K +90 +0.1%
Mackenzie Financial
397
Mackenzie Financial
Ontario, Canada
$11.9M +$13M +130,000 New
WWM
398
Windsor Wealth Management
Indiana
$11.9M -$355K -3,554 -3%
KLI
399
Kelman-Lazarov Inc
Tennessee
$11.9M +$179K +1,791 +1%
SFWA
400
Summit Financial Wealth Advisors
Louisiana
$11.8M +$528K +5,283 +4%