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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1651
SFG Wealth Management
Maryland
$290K +$23.5K +236 +8%
PTP
1652
Platform Technology Partners
New York
$287K -$124K -1,243 -29%
TW
1653
Towerpoint Wealth
California
$287K -$10.9K -110 -3%
PWM
1654
Paulson Wealth Management
Illinois
$286K +$1.09K +11 +0.4%
PCA
1655
Pallas Capital Advisors
Massachusetts
$285K -$65.6K -660 -18%
AWA
1656
Acorn Wealth Advisors
Michigan
$285K -$21.3K -214 -6%
BFG
1657
Beacon Financial Group
Texas
$283K -$5.27K -53 -2%
IFWM
1658
Institute for Wealth Management
Colorado
$282K – – –
AGA
1659
Arkos Global Advisors
Texas
$282K +$304K +3,054 New
SC
1660
Scotia Capital
Ontario, Canada
$281K -$1.34M -13,519 -82%
BTW
1661
Boston Trust Walden
Massachusetts
$280K – – –
EP
1662
EPIQ Partners
Minnesota
$279K – – –
PCMK
1663
Paragon Capital Management (Kansas)
Kansas
$279K – – –
GWM
1664
Gray Wealth Management
Maine
$278K +$199 +2 +0.1%
SHJ
1665
Sharkey, Howes & Javer
Colorado
$277K -$6.31M -63,487 -95%
WB
1666
Webster Bank
Connecticut
$277K -$62.5K -628 -17%
BWM
1667
BCGM Wealth Management
Indiana
$277K -$6.26K -63 -2%
NIC
1668
Northwest Investment Counselors
Oregon
$277K – – –
SCM
1669
Shelton Capital Management
Colorado
$277K – – –
SAM
1670
Selway Asset Management
$277K +$298K +3,000 New
HGWM
1671
Horst & Graben Wealth Management
Oregon
$275K -$8.15K -82 -3%
KTC
1672
Kistler-Tiffany Companies
Pennsylvania
$275K +$12.8K +129 +5%
FPWM
1673
FSB Premier Wealth Management
Iowa
$273K – – –
SIM
1674
Sadoff Investment Management
Wisconsin
$273K – – –
GA
1675
GoalVest Advisory
New York
$272K -$300K -3,019 -51%