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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FB
1326
First Bancorp
Maine
$855K
MGWM
1327
Marks Group Wealth Management
Minnesota
$855K +$883K +8,837 New
CCG
1328
Cypress Capital Group
Florida
$854K -$17.7K -177 -2%
SPIO
1329
Seven Post Investment Office
California
$853K
GC
1330
Gilbert & Cook
Iowa
$848K -$47.8K -478 -5%
WJWM
1331
Williams Jones Wealth Management
New York
$842K -$20.5K -205 -2%
AP
1332
Americana Partners
Texas
$840K +$868K +8,686 New
BBW
1333
Blue Barn Wealth
Utah
$838K -$1.6K -16 -0.2%
MFT
1334
Moisand Fitzgerald Tamayo
Florida
$838K -$12.8K -128 -1%
CL
1335
COWA LLC
Oklahoma
$836K +$4.13M +41,333 +358%
MSWMA
1336
Market Street Wealth Management Advisors
Indiana
$832K -$438K -4,380 -34%
ACM
1337
Ategra Capital Management
Virginia
$829K +$11.9K +119 +1%
I
1338
INVST
Indiana
$826K -$1.16M -11,610 -57%
OWM
1339
Orgel Wealth Management
Wisconsin
$825K -$133K -1,329 -13%
MI
1340
Moneywise Inc
Virginia
$822K +$38.1K +381 +5%
VAFP
1341
Vahanian & Associates Financial Planning
New York
$821K -$38.1K -381 -4%
BCM
1342
Brookmont Capital Management
Texas
$820K -$1.1K -11 -0.1%
Betterment LLC
1343
Betterment LLC
New York
$817K -$77.9K -779 -8%
NWMG
1344
National Wealth Management Group
Ohio
$817K +$295K +2,948 +50%
HWM
1345
Horizons Wealth Management
North Carolina
$814K +$27.2K +272 +3%
HPM
1346
Hoxton Planning & Management
West Virginia
$809K -$1.17M -11,689 -58%
KAM
1347
Kraft Asset Management
Tennessee
$807K -$65.1K -651 -7%
MCCA
1348
Mill Creek Capital Advisors
Pennsylvania
$803K
SIA
1349
SeaBridge Investment Advisors
New Jersey
$794K -$37K -370 -4%
GFL
1350
Granite FO LLC
New Hampshire
$793K