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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1526
Forefront Wealth Partners
Texas
$1.05M +$133K +1,111 +15%
AF
1527
Advisornet Financial
Minnesota
$1.04M +$98.1K +820 +10%
SM
1528
Sweeney & Michel
California
$1.04M -$7.18K -60 -0.8%
SGI
1529
Summit Global Investments
Utah
$1.04M +$671K +5,610 +185%
TIP
1530
Tandem Investment Partners
New Jersey
$1.04M -$17.9K -150 -2%
KFGG
1531
Keystone Financial Group (Georgia)
Georgia
$1.04M +$4.66K +39 +0.5%
QCM
1532
QRG Capital Management
Illinois
$1.04M +$274K +2,290 +36%
PMFA
1533
Plante Moran Financial Advisors
Michigan
$1.04M -$3.83K -32 -0.4%
GAM
1534
Gemmer Asset Management
California
$1.04M +$148K +1,235 +17%
IC
1535
Inscription Capital
Texas
$1.03M -$14.1K -118 -1%
BFA
1536
Bragg Financial Advisors
North Carolina
$1.03M
CFG
1537
Carr Financial Group
Massachusetts
$1.03M -$433K -3,617 -30%
IIM
1538
Ipswich Investment Management
Massachusetts
$1.03M -$2.63K -22 -0.3%
GM
1539
GeoWealth Management
Illinois
$1.03M +$325K +2,717 +47%
LW
1540
Linscomb Wealth
Texas
$1.02M -$4.19K -35 -0.4%
Vontobel Holding
1541
Vontobel Holding
Switzerland
$1.02M
PFS
1542
Prospect Financial Services
New York
$1.02M -$26.2K -219 -3%
DWM
1543
Defined Wealth Management
Oregon
$1.02M -$11.2K -94 -1%
PCFFS
1544
Pacific Center for Financial Services
California
$1.02M
DDC
1545
DF Dent & Co
Maryland
$1.01M +$1.01M +8,436 New
OP
1546
ORG Partners
Indiana
$1.01M +$8.01K +67 +0.8%
BWM
1547
Birchcreek Wealth Management
Ohio
$1.01M +$7.18K +60 +0.7%
SFSG
1548
Sound Financial Strategies Group
Mississippi
$1.01M -$6.94K -58 -0.7%
MWS
1549
MFA Wealth Services
California
$1.01M +$37.8K +316 +4%
BTW
1550
Boston Trust Walden
Massachusetts
$1.01M +$120K +1,000 +14%