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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
951
J.W. Burns & Co
New York
$2.99M +$540K +5,085 +23%
MAS
952
Meeder Advisory Services
Ohio
$2.99M -$32.7K -308 -1%
LWP
953
Laurel Wealth Planning
Minnesota
$2.99M -$117K -1,106 -4%
GWM
954
Greenwich Wealth Management
Connecticut
$2.99M -$36.8K -347 -1%
PFA
955
Pure Financial Advisors
California
$2.98M -$73.9K -696 -3%
CWM
956
Cornerstone Wealth Management
Missouri
$2.97M -$131K -1,233 -4%
SWP
957
Summit Wealth Partners
Florida
$2.97M +$484K +4,554 +20%
MBTD
958
Mechanics Bank - Trust Department
California
$2.96M -$134K -1,263 -5%
FFO
959
Fortitude Family Office
Arizona
$2.95M +$662K +6,234 +31%
TW
960
TrinityPoint Wealth
Connecticut
$2.95M +$298K +2,806 +12%
PWMG
961
Pinnacle Wealth Management Group
Michigan
$2.94M +$2.82M +26,580 New
BFA
962
Bluestem Financial Advisors
Illinois
$2.91M +$75.8K +714 +3%
CFS
963
CRA Financial Services
New Jersey
$2.91M +$90.2K +849 +3%
SOS
964
Silver Oak Securities
Tennessee
$2.9M -$826K -7,777 -23%
ES
965
Eagle Strategies
New York
$2.9M +$1.95M +18,398 +234%
JFGIW
966
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.89M -$8.08M -76,061 -74%
VC
967
Vestor Capital
Illinois
$2.88M -$1.24M -11,635 -31%
MUAMU
968
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.87M
JFG
969
JMG Financial Group
Illinois
$2.87M -$393K -3,701 -12%
ANBT
970
American National Bank & Trust
Texas
$2.87M -$33.8K -318 -1%
BDF
971
Black Diamond Financial
Maryland
$2.85M
UF
972
Univest Financial
Pennsylvania
$2.85M -$12.1K -114 -0.4%
CTFG
973
Capstone Triton Financial Group
Oklahoma
$2.85M -$105K -987 -4%
AG
974
AlTi Global
New York
$2.84M -$67.3K -634 -2%
TFS
975
Thoroughbred Financial Services
Tennessee
$2.84M -$584K -5,497 -18%