We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1676
Palumbo Wealth Management
New York
$541K +$147K +1,387 +40%
KTA
1677
Keeley-Teton Advisors
Illinois
$540K +$132K +1,240 +34%
BBWP
1678
Beacon Bridge Wealth Partners
Pennsylvania
$538K -$463K -4,363 -47%
LSA
1679
Lion Street Advisors
Texas
$538K – – –
SAM
1680
Strategy Asset Managers
California
$538K -$27K -254 -5%
FI
1681
Financial Insights
Washington
$537K – – –
DIP
1682
DT Investment Partners
Pennsylvania
$536K +$11.7K +110 +2%
I
1683
INVST
Indiana
$536K -$107K -1,011 -17%
WFA
1684
Wells Financial Advisors
Massachusetts
$533K -$340K -3,200 -40%
WFA
1685
WMG Financial Advisors
Tennessee
$533K – – –
HWA
1686
Heartwood Wealth Advisors
Virginia
$530K +$57.7K +543 +13%
RZH
1687
Relyea Zuckerberg Hanson
Connecticut
$528K – – –
HCMG
1688
Howard Capital Management Group
California
$527K +$506K +4,768 New
CMP
1689
Courage Miller Partners
Virginia
$526K -$33.7K -317 -6%
BB
1690
Berkshire Bank
Massachusetts
$526K -$58.7K -553 -10%
CPA
1691
Clear Point Advisors
New York
$525K +$1.27K +12 +0.3%
BW
1692
Bison Wealth
Georgia
$524K -$7.64K -72 -1%
KSWA
1693
Kathleen S. Wright Associates
Pennsylvania
$524K -$2.02K -19 -0.4%
MSG
1694
Main Street Group
Virginia
$523K +$32.8K +309 +7%
WAG
1695
Winthrop Advisory Group
Massachusetts
$521K -$70.1M -660,430 -99%
G
1696
GenTrust
Florida
$521K -$31.3K -295 -6%
TPWA
1697
Twin Peaks Wealth Advisors
California
$518K +$15.4K +145 +3%
Advisors Capital Management
1698
Advisors Capital Management
New Jersey
$518K -$210K -1,978 -30%
3AM
1699
3EDGE Asset Management
Florida
$514K +$494K +4,652 New
SNB
1700
Security National Bank
Nebraska
$513K – – –