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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
676
Global Trust Asset Management
Florida
$4.46M +$259K +2,324 +6%
NFG
677
Next Financial Group
Texas
$4.45M -$904K -8,106 -17%
TA
678
Tiedemann Advisors
New York
$4.44M +$99.4K +891 +2%
TSWM
679
Triangle Securities Wealth Management
North Carolina
$4.4M -$67.1K -602 -2%
BSW
680
Buckingham Strategic Wealth
Missouri
$4.4M -$310K -2,776 -7%
PPSG
681
Princeton Portfolio Strategies Group
New Jersey
$4.37M +$1.01M +9,092 +31%
ATC
682
Adirondack Trust Company
New York
$4.36M +$10.6K +95 +0.2%
LA
683
Lynch & Associates
Indiana
$4.34M -$118K -1,056 -3%
SL
684
SWMG LLC
Texas
$4.32M +$549K +4,926 +15%
SFS
685
Sowell Financial Services
Arkansas
$4.31M -$3.84M -34,387 -47%
FFA
686
Freedman Financial Associates
Massachusetts
$4.31M -$91.8K -823 -2%
LWP
687
Laurel Wealth Planning
Minnesota
$4.3M -$492K -4,409 -10%
LDB
688
Lee, Danner & Bass
Tennessee
$4.29M +$10.6K +95 +0.3%
FIA
689
Foundations Investment Advisors
Arizona
$4.27M +$1.32M +11,821 +45%
GIA
690
Gladstone Institutional Advisory
Florida
$4.27M +$76.6K +687 +2%
RPC
691
Rossmore Private Capital
Connecticut
$4.25M +$387K +3,469 +10%
CAWM
692
Capital Advisors Wealth Management
Washington
$4.24M +$711K +6,376 +20%
LFAS
693
Level Four Advisory Services
Texas
$4.23M -$51.2K -459 -1%
TA
694
Tectonic Advisors
Texas
$4.22M +$781 +7 +0%
DWM
695
Defined Wealth Management
Oregon
$4.21M +$343K +3,076 +9%
AWP
696
Accretive Wealth Partners
New Jersey
$4.19M +$181K +1,622 +5%
ST
697
Spinnaker Trust
Maine
$4.19M +$86.8K +778 +2%
QAM
698
QCI Asset Management
New York
$4.19M -$258K -2,310 -6%
BWA
699
BlueSky Wealth Advisors
North Carolina
$4.18M +$62.8K +563 +2%
TCOT
700
Trust Company of Toledo
Ohio
$4.17M -$6.58K -59 -0.2%