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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SM
1601
Sensible Money
Arizona
$765K +$113 +1 +0%
Russell Investments Group
1602
Russell Investments Group
United Kingdom
$760K +$29.9K +265 +4%
PMFA
1603
Plante Moran Financial Advisors
Michigan
$757K +$29.2K +259 +4%
AWA
1604
Acorn Wealth Advisors
Michigan
$752K -$132K -1,166 -14%
WLIM
1605
White Lighthouse Investment Management
Massachusetts
$750K -$19.9K -176 -3%
CAMG
1606
CWA Asset Management Group
Florida
$748K +$488K +4,329 +153%
FMI
1607
Fiduciary Management Inc
Wisconsin
$746K -$689K -6,110 -46%
SNB
1608
Security National Bank
Nebraska
$740K +$17.6K +156 +2%
IA
1609
Insight Advisors
Pennsylvania
$739K -$6.32K -56 -0.8%
BC
1610
Barrett & Company
Rhode Island
$739K -$1.92K -17 -0.2%
WHG
1611
Westwood Holdings Group
Texas
$739K -$153K -1,358 -16%
AF
1612
Advisornet Financial
Minnesota
$737K -$148K -1,312 -16%
CFG
1613
Cooper Financial Group
California
$737K +$50.6K +448 +7%
TPW
1614
Talon Private Wealth
Florida
$737K -$193K -1,706 -19%
SCA
1615
Stokes Capital Advisors
South Carolina
$735K +$25.1K +222 +3%
WPC
1616
Waters Parkerson & Co
Louisiana
$734K
TFA
1617
Teamwork Financial Advisors
Texas
$731K -$12.7M -112,522 -94%
MFGM
1618
Marshall Financial Group (Maryland)
Maryland
$731K -$37.4K -331 -5%
BWM
1619
BKM Wealth Management
Wisconsin
$731K -$23.5K -208 -3%
BW
1620
Balance Wealth
Ohio
$728K +$785K +6,959 New
BWA
1621
Bestgate Wealth Advisors
Maryland
$727K -$217K -1,919 -22%
KWA
1622
Kondo Wealth Advisors
California
$727K
CIEC
1623
Crédit Industriel et Commercial
France
$726K +$784K +6,944 New
TPW
1624
TL Private Wealth
Texas
$726K +$27.9K +247 +3%
OFG
1625
Opulen Financial Group
Virginia
$724K +$16.8K +149 +2%