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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1376
Consilio Wealth Advisors
Washington
$584K -$48.2K -496 -7%
VIA
1377
Vickerman Investment Advisors
Washington
$583K -$58.1K -598 -8%
Truepoint Inc
1378
Truepoint Inc
Ohio
$582K -$38.9K -400 -6%
GCA
1379
Gradient Capital Advisors
California
$582K -$18.3K -188 -3%
SFG
1380
Sather Financial Group
Texas
$582K -$8.35K -86 -1%
Exencial Wealth Advisors
1381
Exencial Wealth Advisors
Oklahoma
$582K -$1.75K -18 -0.3%
EW
1382
Evoke Wealth
California
$582K +$39K +401 +6%
LCC
1383
Lincoln Capital Corp
Rhode Island
$579K -$12.1K -125 -2%
AAMC
1384
Asset Allocation & Management Company
Illinois
$579K – – –
PCM
1385
Perritt Capital Management
Illinois
$578K – – –
SSW
1386
Smith Shellnut Wilson
Mississippi
$574K -$612K -6,297 Closed
CMP
1387
Courage Miller Partners
Virginia
$574K – – –
GWM
1388
Greenhouse Wealth Management
Connecticut
$573K – – –
TWP
1389
Tower Wealth Partners
Pennsylvania
$572K -$10.6K -109 -2%
MWM
1390
McNaughton Wealth Management
California
$572K – – –
KFI
1391
Key Financial Inc
Pennsylvania
$571K -$8.74K -90 -1%
CWM
1392
C2C Wealth Management
Arizona
$570K +$2.14K +22 +0.4%
Bragg Financial Advisors
1393
Bragg Financial Advisors
North Carolina
$569K – – –
AA
1394
Argent Advisors
Louisiana
$569K +$177K +1,823 +39%
WLIM
1395
White Lighthouse Investment Management
Massachusetts
$567K -$49.1K -505 -7%
MLA
1396
My Legacy Advisors
Oregon
$567K +$616K +6,347 New
BWCS
1397
Beirne Wealth Consulting Services
Connecticut
$561K -$51.3K -528 -8%
HWA
1398
Hillcrest Wealth Advisors
New Jersey
$560K -$19.4K -200 -3%
RZH
1399
Relyea Zuckerberg Hanson
Connecticut
$559K – – –
AWS
1400
AJ Wealth Strategies
New York
$558K – – –