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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Marietta Wealth Management
Georgia
$17.2M +$78.7K +659 +0.4%
TPCW
377
TD Private Client Wealth
New York
$17.2M +$30.5K +255 +0.2%
PSIWM
378
Paradigm Strategies in Wealth Management
Minnesota
$17.1M -$590K -4,936 -3%
BA
379
Bristlecone Advisors
Washington
$17.1M +$302K +2,524 +2%
AF
380
Apexium Financial
Texas
$17.1M +$1.24M +10,348 +8%
TFA
381
Transamerica Financial Advisors
Florida
$17M -$210K -1,754 -1%
VCP
382
Verus Capital Partners
Arizona
$17M -$1.41M -11,838 -7%
WH
383
Whitcomb & Hess
Ohio
$17M -$176K -1,472 -1%
JSW
384
Journey Strategic Wealth
New Jersey
$17M -$322K -2,693 -2%
LSAG
385
Lake Street Advisors Group
New Hampshire
$16.8M -$355K -2,968 -2%
NC
386
NewSquare Capital
Pennsylvania
$16.6M -$668K -5,595 -4%
FA
387
Flagstar Advisors
New York
$16.5M +$168K +1,404 +1%
CPIG
388
Chicago Partners Investment Group
Illinois
$16.5M +$428K +3,586 +3%
IWMWV
389
Ironwood Wealth Management (West Virginia)
West Virginia
$16.5M -$91.9K -769 -0.5%
FMWA
390
Forvis Mazars Wealth Advisors
Missouri
$16.5M -$783K -6,551 -4%
Allspring Global Investments
391
Allspring Global Investments
North Carolina
$16.4M +$127K +1,066 +0.8%
SG Americas Securities
392
SG Americas Securities
New York
$16.3M +$12M +100,706 +246%
Schroder Investment Management Group
393
Schroder Investment Management Group
United Kingdom
$16.3M +$16.7M +139,932 +7,774%
GPA
394
Guidance Point Advisors
Massachusetts
$16.2M +$487K +4,073 +3%
MM
395
Meridian Management
Arkansas
$16.2M +$797K +6,668 +5%
FWM
396
FFT Wealth Management
Pennsylvania
$16.1M +$918K +7,684 +6%
HI
397
Human Investing
Oregon
$15.8M +$469K +3,924 +3%
CA
398
Cumberland Advisors
Florida
$15.8M -$330K -2,765 -2%
GC
399
Grimes & Company
Massachusetts
$15.7M -$181K -1,513 -1%
WSFS
400
Wilmington Savings Fund Society
Delaware
$15.7M +$614K +5,137 +4%