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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
1551
SC&H Financial Advisors
Maryland
$796K -$17.5K -169 -2%
HNWA
1552
Henrickson Nauta Wealth Advisors
Michigan
$794K – – –
ACA
1553
American Capital Advisory
Idaho
$792K -$91.7K -887 -11%
BWM
1554
BKM Wealth Management
Wisconsin
$787K +$22.2K +215 +3%
WLIM
1555
White Lighthouse Investment Management
Massachusetts
$786K +$85.9K +831 +13%
CPP
1556
Capasso Planning Partners
South Carolina
$785K -$23.6K -228 -3%
CWM
1557
Centurion Wealth Management
Virginia
$783K -$74.7K -723 -9%
TIAM2
1558
Tru Independence Asset Management 2
Oregon
$781K +$39.5K +382 +6%
RLWM
1559
RF&L Wealth Management
Massachusetts
$778K +$376K +3,635 +104%
SI
1560
Seeds Investor
New York
$778K +$133K +1,282 +22%
KFI
1561
Key Financial Inc
Pennsylvania
$777K -$151K -1,460 -17%
M
1562
MOTCO
Texas
$776K -$409K -3,954 -36%
MPWS
1563
McCarter Private Wealth Services
Massachusetts
$774K +$732K +7,086 New
AF
1564
Advisornet Financial
Minnesota
$772K +$1.45K +14 +0.2%
KWA
1565
Kondo Wealth Advisors
California
$772K – – –
EverSource Wealth Advisors
1566
EverSource Wealth Advisors
Alabama
$772K -$248K -2,402 -25%
FYW
1567
Future You Wealth
New York
$772K +$291K +2,819 +66%
SWA
1568
Strategies Wealth Advisors
Michigan
$769K -$134K -1,298 -16%
SNB
1569
Security National Bank
Nebraska
$768K -$5.48K -53 -0.7%
BLC
1570
Brown, Lisle/Cummings
Rhode Island
$767K +$59.7K +578 +9%
WPC
1571
Waters Parkerson & Co
Louisiana
$767K – – –
BC
1572
Barrett & Company
Rhode Island
$767K -$5.68K -55 -0.8%
TIM
1573
Thompson Investment Management
Wisconsin
$766K +$36K +348 +5%
Confluence Wealth Services
1574
Confluence Wealth Services
Pennsylvania
$766K +$106K +1,021 +17%
EIA
1575
Edgemoor Investment Advisors
Maryland
$766K -$121K -1,169 -14%