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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1476
Sound Income Strategies
Florida
$748K -$276K -2,578 -27%
ME
1477
McIlrath & Eck
Washington
$747K -$12.8K -120 -2%
PTB
1478
Pioneer Trust Bank
Oregon
$745K +$77.1K +721 +12%
SAM
1479
Strategy Asset Managers
California
$745K +$279K +2,609 +54%
GDP
1480
Great Diamond Partners
Maine
$744K -$61.2K -572 -8%
CSWM
1481
Cassady Schiller Wealth Management
Ohio
$743K -$31.1K -291 -4%
CM
1482
Columbus Macro
Pennsylvania
$739K +$78.4K +733 +12%
PCS
1483
Personal CFO Solutions
New Jersey
$738K +$26.2K +245 +4%
JBA
1484
Johnson Bixby & Associates
Washington
$738K -$27.9K -261 -4%
WAM
1485
Worth Asset Management
Texas
$737K +$739K +6,910 New
EB
1486
Emprise Bank
Kansas
$736K -$99.7K -932 -12%
M
1487
MOTCO
Texas
$736K +$119K +1,111 +19%
Bradley Foster & Sargent
1488
Bradley Foster & Sargent
Connecticut
$733K -$17.1K -160 -2%
MWA
1489
Motive Wealth Advisors
Michigan
$726K -$1.07K -10 -0.1%
LCM
1490
LVM Capital Management
Michigan
$726K -$1.28K -12 -0.2%
WPC
1491
Waters Parkerson & Co
Louisiana
$724K +$5.99K +56 +0.8%
MSFS
1492
Main Street Financial Solutions
Pennsylvania
$721K +$428 +4 +0.1%
BWM
1493
BKM Wealth Management
Wisconsin
$721K +$1.39K +13 +0.2%
TWG
1494
The Wealth Group
Minnesota
$720K -$535 -5 -0.1%
WLIM
1495
White Lighthouse Investment Management
Massachusetts
$716K -$2.46K -23 -0.3%
CreativeOne Wealth
1496
CreativeOne Wealth
Kansas
$715K -$806K -7,538 -53%
SFG
1497
Sather Financial Group
Texas
$714K +$2.89K +27 +0.4%
SC
1498
Sierra Capital
Florida
$714K -$104K -973 -13%
IP
1499
Ignite Planners
California
$713K +$21.4K +200 +3%
LNB
1500
Ledyard National Bank
$711K -$32K -299 -4%