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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
1601
Beacon Capital Management LLC (Tennessee)
Tennessee
$451K -$77.4K -807 -14%
SHWM
1602
Silicon Hills Wealth Management
Texas
$450K -$55K -573 -11%
CWP
1603
CFM Wealth Partners
Texas
$449K
IWA
1604
Intercontinental Wealth Advisors
Texas
$449K -$19.2K -200 -4%
CWM
1605
Catalyst Wealth Management
Georgia
$448K +$454K +4,735 New
TC
1606
Truvestments Capital
Florida
$447K -$64.1K -668 -12%
FEG
1607
Fund Evaluation Group
Ohio
$446K +$452K +4,710 New
DACG
1608
Donor Advised Charitable Giving
California
$445K +$6.62K +69 +1%
RWP
1609
RWA Wealth Partners
Massachusetts
$445K -$23.2K -242 -5%
GC
1610
GFG Capital
Florida
$445K -$32.9K -343 -7%
CSWM
1611
Cassady Schiller Wealth Management
Ohio
$444K -$5.18K -54 -1%
AFG
1612
Allegheny Financial Group
Pennsylvania
$442K -$1.34K -14 -0.3%
IWP
1613
IAG Wealth Partners
Wisconsin
$442K +$292K +3,048 +188%
NSIM
1614
North Star Investment Management
Illinois
$440K
BCM
1615
BTC Capital Management
Iowa
$438K -$50.6K -528 -10%
FAG
1616
Fortitude Advisory Group
Washington
$437K -$27K -282 -6%
RFP
1617
RCS Financial Planning
Maryland
$437K +$443K +4,615 New
BC
1618
Bowman & Company
Wisconsin
$436K -$134K -1,402 -23%
RIL
1619
Rothschild Investment LLC
Illinois
$435K -$29.4K -307 -6%
JWBC
1620
J.W. Burns & Co
New York
$435K +$441K +4,600 New
DBRC
1621
D.B. Root & Company
Pennsylvania
$433K -$58.6K -611 -12%
MA
1622
MONECO Advisors
Connecticut
$432K -$78.7K -821 -15%
AP
1623
Appleton Partners
Massachusetts
$431K +$4.32K +45 +1%
MIM
1624
Macroview Investment Management
Maryland
$430K +$23.4K +244 +6%
FC
1625
Financial Consulate
Maryland
$427K +$433K +4,510 New