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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
651
Independent Financial Group
California
$8.75M +$533K +3,882 +7%
ALA
652
Atlas Legacy Advisors
California
$8.73M +$185K +1,351 +2%
LA
653
Lynch & Associates
Indiana
$8.72M -$273K -1,987 -3%
WCP
654
Wick Capital Partners
Pennsylvania
$8.72M +$2.21M +16,138 +38%
ML
655
McAdam LLC
Pennsylvania
$8.71M +$496K +3,615 +7%
EGWAG
656
Elwood & Goetz Wealth Advisory Group
Georgia
$8.71M -$168K -1,223 -2%
BFIM
657
Beese Fulmer Investment Management
Ohio
$8.71M -$63.7K -464 -0.8%
TCM
658
Telos Capital Management
California
$8.69M +$57.6K +420 +0.7%
GGS
659
Galvin Gaustad & Stein
Arizona
$8.68M +$3.45M +25,128 +75%
BIA
660
Bell Investment Advisors
California
$8.68M -$92.8K -676 -1%
HFS
661
Hopwood Financial Services
Virginia
$8.6M +$32.9K +240 +0.4%
FMI
662
F/M Investments
District of Columbia
$8.53M -$264K -1,927 -3%
SWM
663
Shrier Wealth Management
California
$8.52M +$273K +1,987 +4%
NCM
664
Northside Capital Management
Oregon
$8.52M -$16.6K -121 -0.2%
BCM
665
Brookstone Capital Management
Illinois
$8.51M +$1.09M +7,942 +16%
JFGIW
666
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.51M +$112K +819 +1%
MFA
667
Mayflower Financial Advisors
Massachusetts
$8.5M -$67.4K -491 -0.8%
MF
668
Meridian Financial
Massachusetts
$8.5M -$197K -1,436 -2%
FFA
669
First Foundation Advisors
California
$8.46M +$687K +5,006 +10%
BCM
670
Boltwood Capital Management
California
$8.4M -$48.2K -351 -0.6%
JBI
671
John Boyer Inc
Florida
$8.36M +$168K +1,223 +2%
UBP
672
Union Bancaire Privee
Switzerland
$8.35M -$3.8M -27,686 -33%
AWMG
673
Alliance Wealth Management Group
New Jersey
$8.32M +$738K +5,377 +11%
DWM
674
Diversify Wealth Management
Utah
$8.31M +$13.3K +97 +0.2%
DAS
675
Diversify Advisory Services
Utah
$8.31M +$7.83M +57,082 New