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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
3LCM
1651
3D/L Capital Management
Connecticut
$371K +$912 +8 +0.2%
LG
1652
Leuthold Group
Minnesota
$370K +$11.3K +99 +3%
GWM
1653
GDS Wealth Management
Texas
$370K +$368K +3,228 New
PL
1654
Plancorp LLC
Missouri
$369K +$69.7K +612 +23%
ClearBridge Investments
1655
ClearBridge Investments
New York
$368K -$200K -1,755 -35%
MTC
1656
McDaniel Terry & Co
Texas
$368K +$366K +3,215 New
FCH
1657
Freestone Capital Holdings
Washington
$368K +$367K +3,216 New
PIA
1658
Powell Investment Advisors
Florida
$367K +$4.1K +36 +1%
IP
1659
Investment Partners
Ohio
$366K -$6.84K -60 -2%
HWM
1660
Horizon Wealth Management
Illinois
$366K +$364K +3,195 New
GC
1661
Garde Capital
Washington
$365K
GG
1662
GenWealth Group
New Jersey
$365K +$1.25K +11 +0.3%
IC
1663
Innealta Capital
Texas
$363K +$41.1K +361 +13%
FAM
1664
Formidable Asset Management
Ohio
$360K -$2.51K -22 -0.7%
BFG
1665
Beacon Financial Group
Texas
$356K +$8.43K +74 +2%
PWM
1666
Paulson Wealth Management
Illinois
$354K -$112K -985 -24%
FFA
1667
Founders Financial Alliance
North Carolina
$354K +$23K +202 +7%
Geode Capital Management
1668
Geode Capital Management
Massachusetts
$353K
SFP
1669
Sandbox Financial Partners
Maryland
$352K +$21.2K +186 +6%
DP
1670
Dearborn Partners
Illinois
$351K
IFWM
1671
Institute for Wealth Management
Colorado
$349K -$9.57K -84 -3%
AIP
1672
ARS Investment Partners
New York
$349K
TW
1673
Towerpoint Wealth
California
$349K +$1.94K +17 +0.6%
FMTC
1674
Farmers & Merchants Trust Company
California
$348K
CWM
1675
Collaborative Wealth Management
Florida
$347K +$345K +3,027 New