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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FG
501
Fiduciary Group
Georgia
$10.2M -$550K -5,320 -5%
GSIS
502
Global Strategic Investment Solutions
Arizona
$10.1M -$481K -4,655 -5%
TWP
503
TFO Wealth Partners
Ohio
$10.1M -$2.38K -23 -0%
HI
504
Harbour Investments
Wisconsin
$10.1M -$290K -2,801 -3%
EI
505
eCIO Inc
Wisconsin
$10.1M +$536K +5,183 +6%
CWA
506
Canvas Wealth Advisors
Kansas
$10.1M +$615K +5,947 +7%
OA
507
Operose Advisors
Wisconsin
$10M -$272K -2,630 -3%
KPWG
508
KFA Private Wealth Group
Virginia
$9.9M +$56.1K +543 +0.6%
GWM
509
Global Wealth Management
New Jersey
$9.9M -$996K -9,636 -10%
MBI
510
May Barnhard Investments
Maryland
$9.89M -$31.2K -302 -0.3%
SWA
511
Sax Wealth Advisors
New Jersey
$9.86M -$607K -5,869 -6%
PFA
512
Pettinga Financial Advisors
Indiana
$9.86M -$195K -1,886 -2%
RAM
513
RedJay Asset Management
Ontario, Canada
$9.84M +$4.92M +47,600 +112%
CT
514
Caldwell Trust
Florida
$9.82M -$93.4K -904 -1%
BFA
515
Bright Financial Advisors
Michigan
$9.78M +$37.9K +367 +0.4%
KWM
516
Kingsview Wealth Management
Oregon
$9.74M +$365K +3,533 +4%
IA
517
IFP Advisors
Florida
$9.71M -$152K -1,469 -2%
NLWP
518
Next Level Wealth Planning
Idaho
$9.69M +$1.06M +10,287 +13%
ECM
519
Exchange Capital Management
Michigan
$9.69M -$289K -2,795 -3%
RWS
520
Rochester Wealth Strategies
Michigan
$9.67M +$1.06M +10,216 +13%
SFG
521
Somnio Financial Group
Connecticut
$9.66M +$9.14M +88,427 New
NFG
522
Nations Financial Group
Iowa
$9.66M +$353K +3,411 +4%
SDAM
523
Shulman DeMeo Asset Management
New York
$9.66M -$140K -1,357 -2%
VA
524
Vestwell Advisors
New York
$9.61M
BWIA
525
Bryant Woods Investment Advisors
New York
$9.6M -$402K -3,889 -4%