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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
1051
LifeSteps Financial
California
$2M +$231K +2,141 +13%
NWM
1052
Nauset Wealth Management
Connecticut
$2M +$2M +18,527 New
FFWA
1053
FRG Family Wealth Advisors
Washington
$2M -$249K -2,305 -11%
BHBT
1054
Burke & Herbert Bank & Trust
Virginia
$1.99M -$17.1K -158 -0.9%
DFA
1055
Delta Financial Advisors
Louisiana
$1.98M
MW
1056
Marcum Wealth
Ohio
$1.98M +$218K +2,018 +12%
CRWM
1057
Castle Rock Wealth Management
California
$1.98M -$73.9K -685 -4%
DLHL
1058
Donald L. Hagan LLC
Florida
$1.97M -$1.19K -11 -0.1%
WF
1059
Williams Financial
Vermont
$1.97M -$704K -6,523 -26%
SWP
1060
Summit Wealth Partners
Florida
$1.96M -$216 -2 -0%
WCA
1061
Waypoint Capital Advisors
Minnesota
$1.96M -$2.59K -24 -0.1%
SFP
1062
Sterling Financial Planning
New Jersey
$1.95M -$141K -1,307 -7%
PCG
1063
Private Capital Group
Connecticut
$1.95M -$24.8K -230 -1%
GPWA
1064
Great Point Wealth Advisors
Massachusetts
$1.95M -$12.5K -116 -0.6%
SA
1065
Strategic Advisors
New York
$1.94M -$77.5K -718 -4%
AF
1066
Apexium Financial
Texas
$1.94M -$1.29K -12 -0.1%
SAM
1067
Strategic Asset Management
Minnesota
$1.93M -$75.1K -696 -4%
LFAS
1068
Level Four Advisory Services
Texas
$1.93M +$15.1K +140 +0.8%
KC
1069
Kingfisher Capital
North Carolina
$1.93M +$5.61K +52 +0.3%
CBFP
1070
Cedar Brook Financial Partners
Ohio
$1.93M +$107K +992 +6%
SFM
1071
Signet Financial Management
New Jersey
$1.91M -$42.8K -397 -2%
CAM
1072
Concorde Asset Management
Michigan
$1.91M -$636K -5,897 -25%
MSWMA
1073
Market Street Wealth Management Advisors
Indiana
$1.9M +$316K +2,926 +20%
SWM
1074
Sendero Wealth Management
Texas
$1.89M -$6.37K -59 -0.3%
RWRC
1075
R.W. Roge & Company
New York
$1.88M -$22.7K -210 -1%