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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ES
1626
ETF Store
Kansas
$544K -$1.91M -17,872 -78%
LF
1627
LifeSteps Financial
California
$544K – – –
LWMG
1628
Levy Wealth Management Group
Pennsylvania
$540K -$2.03K -19 -0.4%
Procyon Advisors
1629
Procyon Advisors
Connecticut
$539K -$11.7K -109 -2%
FI
1630
Financial Insights
Washington
$538K +$19.7K +184 +4%
DA
1631
Doliver Advisors
Texas
$538K -$107 -1 -0%
GAM
1632
Gemmer Asset Management
California
$533K -$7.49K -70 -1%
CIAS
1633
CBIZ Investment Advisory Services
Ohio
$532K +$428 +4 +0.1%
SWM
1634
Sterling Wealth Management
Illinois
$530K -$17.2K -161 -3%
MWM
1635
Mosley Wealth Management
California
$530K +$37K +346 +7%
AP
1636
Appleton Partners
Massachusetts
$530K +$3.64K +34 +0.7%
SMG
1637
Smart Money Group
Texas
$529K -$321 -3 -0.1%
CWS
1638
Cypress Wealth Services
California
$527K -$214 -2 -0%
HVIA
1639
Hudson Valley Investment Advisors
New York
$527K – – –
NPP
1640
New Potomac Partners
Maryland
$527K +$107 +1 +0%
TW
1641
Transform Wealth
Colorado
$525K -$6.74K -63 -1%
BW
1642
Bison Wealth
Georgia
$524K – – –
GHA
1643
GW Henssler & Associates
Georgia
$522K -$85K -794 -14%
3IP
1644
3Chopt Investment Partners
Virginia
$522K +$524K +4,895 New
HWA
1645
Heartwood Wealth Advisors
Virginia
$521K +$9.52K +89 +2%
FFG
1646
Foundry Financial Group
New Hampshire
$520K -$298K -2,786 -36%
BWA
1647
Bordeaux Wealth Advisors
California
$520K -$59.9K -560 -10%
LSA
1648
Lion Street Advisors
Texas
$519K -$10.8K -101 -2%
TSWM
1649
Tyler-Stone Wealth Management
Ohio
$518K +$93.8K +877 +22%
WFA
1650
Wells Financial Advisors
Massachusetts
$515K – – –