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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fort Pitt Capital Group
1651
Fort Pitt Capital Group
Pennsylvania
$376K +$130K +1,142 +53%
DP
1652
DDD Partners
Washington
$372K +$370K +3,249 New
HFG
1653
Heron Financial Group
New York
$371K -$5.13K -45 -1%
3LCM
1654
3D/L Capital Management
Connecticut
$371K +$912 +8 +0.2%
LG
1655
Leuthold Group
Minnesota
$370K +$11.3K +99 +3%
GWM
1656
GDS Wealth Management
Texas
$370K +$368K +3,228 New
Plancorp LLC
1657
Plancorp LLC
Missouri
$369K +$69.7K +612 +23%
ClearBridge Investments
1658
ClearBridge Investments
New York
$368K -$200K -1,755 -35%
MTC
1659
McDaniel Terry & Co
Texas
$368K +$366K +3,215 New
Freestone Capital Holdings
1660
Freestone Capital Holdings
Washington
$368K +$367K +3,216 New
PIA
1661
Powell Investment Advisors
Florida
$367K +$4.1K +36 +1%
IP
1662
Investment Partners
Ohio
$366K -$6.84K -60 -2%
HWM
1663
Horizon Wealth Management
Illinois
$366K +$364K +3,195 New
GC
1664
Garde Capital
Washington
$365K – – –
GG
1665
GenWealth Group
New Jersey
$365K +$1.25K +11 +0.3%
IC
1666
Innealta Capital
Texas
$363K +$41.1K +361 +13%
FAM
1667
Formidable Asset Management
Ohio
$360K -$2.51K -22 -0.7%
BFG
1668
Beacon Financial Group
Texas
$356K +$8.43K +74 +2%
PWM
1669
Paulson Wealth Management
Illinois
$354K -$112K -985 -24%
FFA
1670
Founders Financial Alliance
North Carolina
$354K +$23K +202 +7%
Geode Capital Management
1671
Geode Capital Management
Massachusetts
$353K – – –
SFP
1672
Sandbox Financial Partners
Maryland
$352K +$21.2K +186 +6%
DP
1673
Dearborn Partners
Illinois
$351K – – –
IFWM
1674
Institute for Wealth Management
Colorado
$349K -$9.57K -84 -3%
AIP
1675
ARS Investment Partners
New York
$349K – – –