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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBWM
1626
Hollow Brook Wealth Management
New York
$406K – – –
Kingswood Wealth Advisors
1627
Kingswood Wealth Advisors
California
$406K +$105K +1,048 +32%
GAMC
1628
Garner Asset Management Corp
Texas
$404K -$5.29K -53 -1%
ULWM
1629
Upper Left Wealth Management
Florida
$403K +$84.9K +850 +25%
HWM
1630
Howard Wealth Management
Connecticut
$403K – – –
BWA
1631
Bordeaux Wealth Advisors
California
$401K -$284K -2,841 -40%
OWA
1632
Octavia Wealth Advisors
Ohio
$401K +$14.9K +149 +4%
GWM
1633
GDS Wealth Management
Texas
$401K +$40.1K +401 +10%
SRC
1634
Sage Rhino Capital
California
$401K +$999 +10 +0.2%
NCM
1635
NCM Capital Management
New Jersey
$399K -$12.5K -125 -3%
PHIC
1636
Pine Haven Investment Counsel
Massachusetts
$399K – – –
LOPW
1637
Live Oak Private Wealth
North Carolina
$398K +$18.1K +181 +4%
WAG
1638
Winthrop Advisory Group
Massachusetts
$397K +$2.6K +26 +0.6%
FLA
1639
Financial Life Advisors
Texas
$397K -$101K -1,011 -19%
Atlantic Union Bankshares
1640
Atlantic Union Bankshares
Virginia
$396K -$17.9K -179 -4%
IC
1641
Innealta Capital
Texas
$395K -$92.2K -923 -18%
ACM
1642
Argent Capital Management
Missouri
$395K – – –
LCM
1643
Leisure Capital Management
California
$394K – – –
PCA
1644
Peddock Capital Advisors
Massachusetts
$394K -$15.1K -151 -3%
DL
1645
DOHJ LLC
Washington
$391K -$14.7K -147 -3%
LA
1646
LexAurum Advisors
Kansas
$390K +$2.4K +24 +0.6%
Orgel Wealth Management
1647
Orgel Wealth Management
Wisconsin
$389K -$148K -1,484 -26%
B
1648
Bensler
Washington
$388K – – –
FFP
1649
FourThought Financial Partners
Florida
$384K – – –
BW
1650
Bison Wealth
Georgia
$384K +$94.1K +942 +30%