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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
901
StrategIQ Financial Group
Indiana
$744K +$52.7K +680 +8%
ODIJL
902
One Day In July LLC
Vermont
$742K – – –
DE
903
Day & Ennis
Georgia
$741K -$6.66K -86 -0.9%
MFW
904
Mosaic Family Wealth
Missouri
$739K -$112K -1,449 -13%
CIBC World Market
905
CIBC World Market
Ontario, Canada
$736K -$44.3K -572 -6%
TA
906
Townsend & Associates
Colorado
$730K +$148K +1,912 +24%
BWP
907
Bernardo Wealth Planning
Pennsylvania
$728K -$37.4K -483 -5%
JFG
908
JMG Financial Group
Illinois
$724K – – –
ZIM
909
Zacks Investment Management
Illinois
$722K +$113K +1,465 +19%
SNT
910
Security National Trust
West Virginia
$719K -$387 -5 -0.1%
OC
911
Oakworth Capital
Alabama
$717K – – –
BRWM
912
B. Riley Wealth Management
Tennessee
$716K -$106K -1,364 -13%
RHBC
913
R.H. Bluestein & Co
Michigan
$712K +$708K +9,146 New
PSF
914
Pacific Sun Financial
California
$710K +$26.3K +340 +4%
TFGT
915
TS Financial Group (TSFG)
Illinois
$705K -$8.83K -114 -1%
BCM
916
Brookmont Capital Management
Texas
$704K +$43K +555 +7%
NFG
917
NewFocus Financial Group
Washington
$704K +$701K +9,048 New
MOACM
918
Mutual of America Capital Management
New York
$703K +$354K +4,575 +103%
HH
919
Hilltop Holdings
Texas
$696K +$13.9K +180 +2%
P
920
&Partners
Tennessee
$695K +$409K +5,283 +145%
VWM
921
Venturi Wealth Management
Texas
$685K -$1.39K -18 -0.2%
CFSG
922
Community Financial Services Group
Vermont
$685K +$42.7K +552 +7%
SAS
923
Stelac Advisory Services
New York
$683K +$32.9K +425 +5%
BW
924
Bison Wealth
Georgia
$682K – – –
DIA
925
Dana Investment Advisors
Wisconsin
$679K -$113K -1,457 -14%