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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1326
Heartwood Wealth Advisors
Virginia
$677K +$375K +3,775 +106%
WWA
1327
WCG Wealth Advisors
Nevada
$675K +$727K +7,308 New
VIA
1328
Vickerman Investment Advisors
Washington
$674K +$8.25K +83 +1%
CFP
1329
Cypress Financial Planning
New Jersey
$674K +$725K +7,295 New
APWM
1330
Atlas Private Wealth Management
New York
$672K +$21.7K +218 +3%
GMA
1331
Goldstein Munger & Associates
California
$670K +$1.09K +11 +0.2%
HVIA
1332
Hudson Valley Investment Advisors
New York
$669K -$8.85K -89 -1%
CWA
1333
Consilio Wealth Advisors
Washington
$665K -$53.6K -539 -7%
HFS
1334
Haverford Financial Services
Pennsylvania
$665K
CWA
1335
Choice Wealth Advisors
Maine
$665K +$715K +7,194 New
SFO
1336
Stokes Family Office
Louisiana
$664K -$8.92M -89,687 -93%
BWA
1337
Bordeaux Wealth Advisors
California
$664K
ME
1338
McIlrath & Eck
Washington
$661K +$609K +6,124 +596%
LFA
1339
Legacy Financial Advisors
Kentucky
$660K -$87.6K -881 -11%
JCM
1340
Jacobi Capital Management
Pennsylvania
$659K +$50.7K +510 +8%
APW
1341
Aurora Private Wealth
New Jersey
$655K +$375K +3,771 +114%
TI
1342
Truepoint Inc
Ohio
$654K -$13.1K -132 -2%
MCM
1343
Maryland Capital Management
Maryland
$653K +$7.66K +77 +1%
CANC
1344
Culbertson A N & Co
Virginia
$652K +$48.7K +490 +7%
ANBT
1345
American National Bank & Trust
Texas
$652K +$432K +4,343 +160%
Fayez Sarofim & Co
1346
Fayez Sarofim & Co
Texas
$650K
WLIM
1347
White Lighthouse Investment Management
Massachusetts
$648K
EWS
1348
Evergreen Wealth Solutions
Pennsylvania
$648K +$697K +7,008 New
BWCS
1349
Beirne Wealth Consulting Services
Connecticut
$642K -$701K -7,045 -50%
Fisher Asset Management
1350
Fisher Asset Management
Washington
$639K +$270K +2,716 +65%