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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1301
Toth Financial Advisory
Virginia
$25K
TCM
1302
Tradewinds Capital Management
Washington
$25K
LWA
1303
Lowe Wealth Advisors
Maryland
$25K +$1.55K +20 +7%
FCMT
1304
Founders Capital Management (Texas)
Texas
$25K +$3.95K +51 +18%
EWM
1305
Elmwood Wealth Management
California
$24K
ACA
1306
Atlas Capital Advisors
Wyoming
$23.4K +$23.2K +300 New
RTC
1307
Riverview Trust Company
Washington
$23K
BL
1308
Balentine LLC
Georgia
$20K +$11.8K +153 +143%
PFSC
1309
Peoples Financial Services Corp
Pennsylvania
$19K
WC
1310
Whitnell & Co
Illinois
$19K
BC
1311
Barnett & Company
Tennessee
$18K +$774 +10 +5%
JHCP
1312
Jackson Hole Capital Partners
Oklahoma
$17K -$35.1K -453 -67%
OSNBOA
1313
Old Second National Bank of Aurora
Illinois
$17K
LWM
1314
Lenox Wealth Management
Ohio
$17K +$2.87K +37 +20%
WCG
1315
Weaver Consulting Group
California
$16K
CI
1316
CX Institutional
Indiana
$15K -$459K -5,927 -97%
RE
1317
RBC Europe
United Kingdom
$14.8K
VNA
1318
Valley National Advisers
Pennsylvania
$13K +$7.12K +92 +123%
SWP
1319
Strategic Wealth Partners
Ohio
$12.9K -$17.6K -227 -6%
AIM
1320
Astor Investment Management
Illinois
$11K
CA
1321
Centerpoint Advisors
Massachusetts
$10K +$3.48K +45 +51%
FPFS
1322
First Personal Financial Services
North Carolina
$7K -$681K -8,800 -99%
AP
1323
Atwood & Palmer
Missouri
$7K
JWM
1324
Janiczek Wealth Management
Colorado
$6K -$116K -1,497 -95%
IBOK
1325
Independence Bank of Kentucky
Kentucky
$6K