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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1576
Camarda Financial Advisors
Florida
$764K +$193K +1,871 +37%
BW
1577
Balance Wealth
Ohio
$764K +$3.41K +33 +0.5%
KW
1578
Keyvantage Wealth
Pennsylvania
$763K -$55.5K -537 -7%
PIA
1579
Powell Investment Advisors
Florida
$762K +$122K +1,185 +20%
CPG
1580
Cornerstone Planning Group
New Jersey
$759K -$237K -2,294 -25%
MEAC
1581
M.E. Allison & Co
Texas
$759K +$14K +135 +2%
OFG
1582
Opulen Financial Group
Virginia
$757K – – –
M
1583
MATAURO
New York
$757K -$68.5K -663 -9%
OFS
1584
Orrstown Financial Services
Pennsylvania
$756K -$474K -4,589 -40%
CWM
1585
Centricity Wealth Management
Ohio
$756K -$53.8K -520 -7%
MASECO Private Wealth
1586
MASECO Private Wealth
$755K +$714K +6,905 New
BC
1587
Bowman & Company
Wisconsin
$754K +$52.5K +508 +8%
CFS
1588
Commonwealth Financial Services
West Virginia
$753K -$73.9K -715 -9%
TPW
1589
Talon Private Wealth
Florida
$752K -$16.8K -163 -2%
BO
1590
Bank OZK
Arkansas
$751K -$154K -1,488 -18%
IP
1591
Ignite Planners
California
$745K -$103K -1,001 -13%
RiverFront Investment Group
1592
RiverFront Investment Group
Virginia
$741K -$59.9M -579,912 -99%
PCM
1593
Perritt Capital Management
Illinois
$735K +$2.58K +25 +0.4%
PFG
1594
PAX Financial Group
Texas
$734K +$1.34K +13 +0.2%
LCM
1595
LVM Capital Management
Michigan
$734K -$3.72K -36 -0.5%
IFWM
1596
Institute for Wealth Management
Colorado
$732K +$405K +3,920 +141%
AWM
1597
Angeles Wealth Management
California
$730K +$536K +5,189 +347%
MI
1598
Moneywise Inc
Virginia
$729K +$2.07K +20 +0.3%
SFG
1599
Sather Financial Group
Texas
$729K – – –
BWA
1600
Bestgate Wealth Advisors
Maryland
$727K – – –