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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1676
Consilium Wealth Advisory
Texas
$358K +$58.7K +587 +19%
GWM
1677
GDS Wealth Management
Texas
$358K +$4.8K +48 +1%
VNB
1678
Virginia National Bank
Virginia
$357K -$18K -180 -5%
ACM
1679
AlphaStar Capital Management
North Carolina
$356K -$62.4K -624 -14%
CIAS
1680
CBIZ Investment Advisory Services
Ohio
$356K – – –
HPA
1681
High Probability Advisors
New York
$356K – – –
AWM
1682
Avondale Wealth Management
Texas
$355K +$65K +650 +21%
SEP
1683
Southland Equity Partners
Missouri
$355K -$1.3K -13 -0.4%
ST
1684
Sentinel Trust
Texas
$355K – – –
WWP
1685
WR Wealth Planners
Missouri
$354K -$58.9K -589 -14%
FM
1686
Foster & Motley
Ohio
$354K -$33.6K -336 -8%
WB
1687
West Bancorporation
Iowa
$353K +$80.4K +804 +28%
Clark Capital Management Group
1688
Clark Capital Management Group
Pennsylvania
$352K -$124M -1,244,077 -100%
LEFP
1689
Leading Edge Financial Planning
Tennessee
$351K +$49.2K +492 +16%
MRCM
1690
M&R Capital Management
New Jersey
$351K +$10.1K +101 +3%
TT
1691
TI-Trust
Illinois
$349K +$34.5K +345 +11%
ACM
1692
Argent Capital Management
Missouri
$348K – – –
SWM
1693
Seaside Wealth Management
California
$348K – – –
IA
1694
Inspire Advisors
Idaho
$347K +$33.5K +335 +10%
OC
1695
Oarsman Capital
Wisconsin
$346K +$13K +130 +4%
OWA
1696
Octavia Wealth Advisors
Ohio
$344K -$54.1K -541 -13%
MMHP
1697
Murphy Middleton Hinkle & Parker
Georgia
$343K – – –
MJRIC
1698
Mogy Joel R Investment Counsel
California
$343K -$2.5K -25 -0.7%
PWP
1699
Principle Wealth Partners
Connecticut
$342K -$203K -2,035 -37%
NWM
1700
NEIRG Wealth Management
Massachusetts
$342K -$36.6K -366 -9%