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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
Waverly Advisors
Alabama
$8.09M +$3.86M +32,273 +85%
DC
627
Davenport & Co
Virginia
$8.03M +$512K +4,288 +7%
RIA
628
Richwood Investment Advisors
Ohio
$8.02M +$145K +1,212 +2%
BW
629
BostonPremier Wealth
Massachusetts
$8.02M +$8.31M +69,593 New
TA
630
Tectonic Advisors
Texas
$8.01M +$194K +1,623 +2%
PGF
631
Plan Group Financial
Oklahoma
$7.98M +$70.5K +590 +0.9%
GWMIA
632
Global Wealth Management Investment Advisory
Florida
$7.94M +$351K +2,941 +4%
EWA
633
Emergent Wealth Advisors
New York
$7.94M +$266K +2,225 +3%
PFG
634
Pacific Financial Group
Washington
$7.91M -$318K -2,662 -4%
IAS
635
IMA Advisory Services
Colorado
$7.89M +$8.18M +68,488 New
AIA
636
Arcadia Investment Advisors
Idaho
$7.89M -$223K -1,869 -3%
PFM
637
Peak Financial Management
Massachusetts
$7.87M +$239K +1,998 +3%
IAN
638
Integrated Advisors Network
Texas
$7.87M +$308K +2,577 +4%
HR
639
Howe & Rusling
New York
$7.83M +$56.3K +471 +0.7%
SWA
640
Serenus Wealth Advisors
California
$7.83M +$8.12M +67,982 New
BIA
641
Bell Investment Advisors
California
$7.81M -$6.69K -56 -0.1%
MF
642
Meridian Financial
Massachusetts
$7.79M -$49.7K -416 -0.6%
SWM
643
Shepherd Wealth Management
Ohio
$7.79M +$8.07M +67,578 New
CIAS
644
Capital Investment Advisory Services
North Carolina
$7.76M -$398K -3,330 -5%
BFS
645
Burkett Financial Services
South Carolina
$7.69M +$16.6K +139 +0.2%
SIA
646
Soltis Investment Advisors
Utah
$7.68M -$132K -1,101 -2%
KOMWMG
647
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.64M +$240K +2,010 +3%
CWM
648
CCG Wealth Management
California
$7.63M -$88.9K -744 -1%
CFO
649
Callan Family Office
Pennsylvania
$7.62M +$818K +6,849 +12%
NL
650
NWAM LLC
Washington
$7.62M -$2.32M -19,378 -23%