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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1451
HRC Wealth Management
Idaho
$974K +$52K +503 +6%
BWM
1452
Bullock Wealth Management
Indiana
$973K -$76.3K -738 -8%
CMAI
1453
Capital Management Associates Inc
Minnesota
$972K -$820K -7,933 -47%
NF
1454
NavPoint Financial
Minnesota
$972K -$201K -1,949 -18%
FCM
1455
Firestone Capital Management
Florida
$966K +$297K +2,873 +48%
AT
1456
American Trust
Kentucky
$961K +$909K +8,796 New
Cannell & Spears
1457
Cannell & Spears
New York
$961K +$19.5K +189 +2%
KFGG
1458
Keystone Financial Group (Georgia)
Georgia
$958K -$66.5K -643 -7%
CAWM
1459
Capital Advisors Wealth Management
Washington
$956K -$394K -3,808 -30%
TBT
1460
Texas Bank & Trust
Texas
$947K +$12.6K +122 +1%
BAM
1461
Berkshire Asset Management
Pennsylvania
$947K -$20.7K -200 -2%
ZBNA
1462
Zions Bancorporation, National Association
Utah
$947K – – –
GWANC
1463
Guardian Wealth Advisors (North Carolina)
North Carolina
$944K -$32.1K -311 -3%
EWA
1464
Evolution Wealth Advisors
Florida
$943K – – –
Bragg Financial Advisors
1465
Bragg Financial Advisors
North Carolina
$939K -$6.82K -66 -0.8%
RIA
1466
RPG Investment Advisory
California
$937K -$803K -7,768 -48%
DWM
1467
Defined Wealth Management
Oregon
$936K -$268K -2,588 -23%
LW
1468
Linscomb Wealth
Texas
$935K -$827 -8 -0.1%
Cassaday & Co Wealth Management
1469
Cassaday & Co Wealth Management
Virginia
$932K -$149K -1,439 -14%
Vontobel Holding
1470
Vontobel Holding
Switzerland
$929K -$54.3K -525 -6%
PCFFS
1471
Pacific Center for Financial Services
California
$928K -$83.8K -811 -9%
FB
1472
Finward Bancorp
Indiana
$928K +$70.5K +682 +9%
IAIM
1473
International Assets Investment Management
Florida
$927K -$55.3K -535 -6%
PMFA
1474
Plante Moran Financial Advisors
Michigan
$927K +$128K +1,239 +17%
BWM
1475
Birchcreek Wealth Management
Ohio
$926K -$69.6K -673 -7%