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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1551
Bouchey Financial Group
New York
$762K +$249K +2,206 +51%
CPA
1552
Capital Planning Advisors
California
$762K
SA
1553
SpiderRock Advisors
Delaware
$761K +$119K +1,051 +19%
ME
1554
McIlrath & Eck
Washington
$761K -$56K -496 -7%
TPI
1555
Trust Point Inc
Wisconsin
$761K -$8.81K -78 -1%
LCC
1556
Lincoln Capital Corp
Rhode Island
$753K
TWP
1557
Total Wealth Planning
Ohio
$753K -$2.48K -22 -0.3%
BLC
1558
Brown, Lisle/Cummings
Rhode Island
$753K +$113 +1 +0%
IP
1559
Ignite Planners
California
$753K -$36.2K -320 -5%
ITC
1560
Inspire Trust Company
Nevada
$753K -$2.79M -24,719 -79%
TI
1561
Truepoint Inc
Ohio
$752K +$5.42K +48 +0.8%
PTC
1562
Philadelphia Trust Company
Pennsylvania
$752K +$40.1K +355 +6%
PFA
1563
Professional Financial Advisors
Nebraska
$750K +$17.3K +153 +2%
GCA
1564
Gradient Capital Advisors
California
$748K +$226 +2 +0%
SW
1565
SteelPeak Wealth
California
$747K +$107K +951 +17%
OWA
1566
Outlook Wealth Advisors
Texas
$746K -$2.37K -21 -0.3%
TIM
1567
Thompson Investment Management
Wisconsin
$745K +$22.4K +198 +3%
SL
1568
SFM LLC
New Hampshire
$744K -$84.6K -749 -11%
FCM
1569
Firestone Capital Management
Florida
$744K +$1.36K +12 +0.2%
LNB
1570
Ledyard National Bank
$744K -$34.8K -308 -5%
OAS
1571
Optivise Advisory Services
Tennessee
$743K -$226 -2 -0%
SPIO
1572
Seven Post Investment Office
California
$737K
DFG
1573
Dupree Financial Group
Kentucky
$736K -$2.65M -23,447 -79%
NAG
1574
Northstar Advisory Group
New Jersey
$731K +$10.5K +93 +2%
TFGT
1575
TS Financial Group (TSFG)
Illinois
$730K -$15.8K -140 -2%