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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
1376
Fort Washington Investment Advisors
Ohio
$969K -$10.7K -100 -1%
DC
1377
Destiny Capital
Colorado
$966K +$105K +981 +12%
DJYG
1378
David J. Yvars Group
Florida
$966K -$89.8K -839 -8%
ES
1379
Eagle Strategies
New York
$956K -$1.85M -17,287 -66%
NEAM
1380
New England Asset Management
Connecticut
$949K -$2.33M -21,788 -71%
WDG
1381
Wealth Dimensions Group
Ohio
$947K +$7.17K +67 +0.8%
EWA
1382
Exencial Wealth Advisors
Oklahoma
$946K +$43.3K +405 +5%
NC
1383
Napatree Capital
Rhode Island
$937K +$218K +2,038 +30%
CWP
1384
Cyndeo Wealth Partners
Florida
$935K +$102K +958 +12%
BCM
1385
Brookmont Capital Management
Texas
$935K -$143K -1,335 -13%
CS
1386
Cannell & Spears
New York
$935K
QPWM
1387
Quadrant Private Wealth Management
Pennsylvania
$930K -$589K -5,501 -39%
PSF
1388
Pacific Sun Financial
California
$929K -$21.9K -205 -2%
LWM
1389
Lionsbridge Wealth Management
Florida
$929K -$1.75M -16,391 -65%
SM
1390
Sweeney & Michel
California
$928K +$2.89K +27 +0.3%
HAM
1391
Harmony Asset Management
Arizona
$926K +$69.7K +651 +8%
PVI
1392
Pine Valley Investments
New Jersey
$925K -$17.7K -165 -2%
FFA
1393
Fortune Financial Advisors
Kansas
$925K -$53.2K -497 -5%
ZB
1394
Zions Bancorporation
Utah
$924K
IAS
1395
Insigneo Advisory Services
Florida
$923K -$210K -1,962 -19%
PT
1396
Plimoth Trust
Massachusetts
$923K +$46K +430 +5%
PPWM
1397
Perissos Private Wealth Management
Oklahoma
$923K +$925K +8,650 New
TPW
1398
TL Private Wealth
Texas
$922K -$118K -1,107 -12%
PMFA
1399
Plante Moran Financial Advisors
Michigan
$920K +$137K +1,282 +17%
RSVP
1400
Ramsay Stattman Vela & Price
Colorado
$918K +$38.8K +363 +4%