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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTB
1451
Pioneer Trust Bank
Oregon
$615K +$286 +3 +0%
BBW
1452
Blue Barn Wealth
Utah
$612K -$241K -2,530 -29%
NAG
1453
Northstar Advisory Group
New Jersey
$610K +$583K +6,122 New
ARIS
1454
Advanced Research Investment Solutions
California
$609K +$582K +6,115 New
SSW
1455
Smith Shellnut Wilson
Mississippi
$608K -$43.3K -455 -7%
HVIA
1456
Hudson Valley Investment Advisors
New York
$608K -$30.9K -325 -5%
PTC
1457
Philadelphia Trust Company
Pennsylvania
$605K – – –
WWP
1458
WR Wealth Planners
Missouri
$604K +$229K +2,402 +66%
Procyon Advisors
1459
Procyon Advisors
Connecticut
$599K -$36.2K -380 -6%
NLG
1460
New Legacy Group
New York
$598K – – –
EB
1461
Exchange Bank
California
$596K +$570K +5,982 New
1WA
1462
180 Wealth Advisors
Washington
$594K +$18.4K +193 +3%
WFA
1463
Wells Financial Advisors
Massachusetts
$594K -$80.9K -850 -12%
FWM
1464
FMB Wealth Management
California
$593K +$1.33K +14 +0.2%
OLA
1465
Oliver Luxxe Assets
New Jersey
$591K -$17.7K -186 -3%
DSA
1466
Droms Strauss Advisors
Missouri
$588K +$381 +4 +0.1%
Perfromance Wealth Partners
1467
Perfromance Wealth Partners
Illinois
$587K -$1.33K -14 -0.2%
FNBTCON
1468
First National Bank & Trust Co of Newtown
Pennsylvania
$584K +$35.7K +375 +7%
TW
1469
Transform Wealth
Colorado
$583K -$98.9K -1,039 -15%
SFP
1470
Shepherd Financial Partners
Massachusetts
$583K -$2.57K -27 -0.5%
TA
1471
Trellis Advisors
Washington
$580K -$40.1K -421 -7%
PFA
1472
Professional Financial Advisors
Nebraska
$580K -$107K -1,123 -16%
CWM
1473
Centurion Wealth Management
Virginia
$579K -$292K -3,062 -34%
KA
1474
Kovack Advisors
Florida
$579K -$9.14K -96 -2%
KA
1475
Kearns & Associates
California
$579K – – –