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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFA
1601
Gallagher Fiduciary Advisors
Illinois
$430K -$615K -6,459 -60%
HBWM
1602
Hollow Brook Wealth Management
New York
$428K – – –
TA
1603
TFB Advisors
Kansas
$428K +$409K +4,295 New
BC
1604
Bowman & Company
Wisconsin
$427K -$4.47K -47 -1%
HWM
1605
Howard Wealth Management
Connecticut
$426K – – –
IWA
1606
Intercontinental Wealth Advisors
Texas
$425K -$45.3K -476 -10%
SFO
1607
Stokes Family Office
Louisiana
$425K -$114K -1,198 -22%
OPWM
1608
Oxinas Partners Wealth Management
Indiana
$424K +$2.86K +30 +0.7%
SRC
1609
Sage Rhino Capital
California
$422K – – –
PHIC
1610
Pine Haven Investment Counsel
Massachusetts
$422K – – –
FFA
1611
Founders Financial Alliance
North Carolina
$421K +$228K +2,390 +130%
MHR
1612
Matthew Hamilton Rosenberg
$421K -$603K -6,337 -60%
PFBT
1613
Parkside Financial Bank & Trust
Missouri
$420K +$9.71K +102 +2%
TC
1614
Truvestments Capital
Florida
$419K -$3.24K -34 -0.8%
HAIM
1615
Hunter Associates Investment Management
Pennsylvania
$419K – – –
RPCA
1616
Running Point Capital Advisors
California
$419K -$4.95K -52 -1%
FCA
1617
Fortis Capital Advisors
Kansas
$418K -$150K -1,577 -27%
ACM
1618
Argent Capital Management
Missouri
$417K +$55.8K +586 +16%
LCM
1619
Leisure Capital Management
California
$417K – – –
SLWA
1620
San Luis Wealth Advisors
California
$416K +$96.6K +1,015 +32%
WAG
1621
Winthrop Advisory Group
Massachusetts
$415K -$214K -2,245 -35%
VAFP
1622
Vahanian & Associates Financial Planning
New York
$414K -$413K -4,335 -51%
QT
1623
Quantbot Technologies
New York
$414K +$396K +4,156 New
EWM
1624
Endowment Wealth Management
Wisconsin
$411K +$80K +840 +26%
FMTC
1625
Farmers & Merchants Trust Company
California
$410K -$6.09K -64 -2%