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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baker Avenue Asset Management
1326
Baker Avenue Asset Management
California
$860K -$379K -3,983 -32%
CFGSD
1327
Compass Financial Group (South Dakota)
South Dakota
$859K -$97K -1,019 -11%
WAL
1328
W Advisors LLC
Tennessee
$858K -$61.8K -649 -7%
GC
1329
Gilbert & Cook
Iowa
$856K -$17.2K -181 -2%
AWM
1330
Accurate Wealth Management
Florida
$853K +$91.6K +962 +13%
SWM
1331
Sendero Wealth Management
Texas
$851K -$197K -2,074 -20%
Axxcess Wealth Management
1332
Axxcess Wealth Management
California
$845K -$843K -8,851 -51%
CMI
1333
Clare Market Investments
Texas
$845K +$409K +4,295 +103%
HA
1334
HFG Advisors
Ohio
$843K +$128K +1,344 +19%
GFL
1335
Granite FO LLC
New Hampshire
$841K – – –
MI
1336
Moneywise Inc
Virginia
$831K -$15.5K -163 -2%
Mill Creek Capital Advisors
1337
Mill Creek Capital Advisors
Pennsylvania
$827K – – –
OFG
1338
Oxford Financial Group
Indiana
$823K +$288K +3,022 +58%
SIA
1339
SeaBridge Investment Advisors
New Jersey
$818K – – –
AW
1340
Avion Wealth
Texas
$816K -$381 -4 -0%
LWM
1341
Lyell Wealth Management
California
$808K -$156K -1,636 -17%
LW
1342
Lauer Wealth
Indiana
$808K +$31.4K +330 +4%
KAM
1343
Kraft Asset Management
Tennessee
$806K -$24.9K -262 -3%
IWP
1344
Invenio Wealth Partners
Florida
$806K +$770K +8,086 New
VHAM
1345
Van Hulzen Asset Management
California
$801K +$25.3K +266 +3%
SouthState Corp
1346
SouthState Corp
Florida
$798K +$531K +5,576 +230%
TPW
1347
Transatlantique Private Wealth
New York
$795K – – –
Country Trust Bank
1348
Country Trust Bank
Illinois
$792K – – –
STCOSD
1349
Sageworth Trust Company of South Dakota
South Dakota
$788K +$7.14K +75 +1%
MCM
1350
MV Capital Management
Maryland
$786K +$97.3K +1,022 +15%