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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
1676
AmeriFlex Group
Nevada
$751K +$757K +6,338 New
CBT
1677
Crews Bank & Trust
Florida
$750K +$777K +6,506 New
SI
1678
Seeds Investor
New York
$749K +$256K +2,145 +49%
MAM
1679
MMA Asset Management
Pennsylvania
$748K -$626K -5,239 -45%
KL
1680
KWMG LLC
Kansas
$747K +$29.6K +248 +4%
SGCA
1681
Steel Grove Capital Advisors
Tennessee
$747K +$144K +1,202 +23%
CSWM
1682
Cassady Schiller Wealth Management
Ohio
$746K -$41.9K -351 -5%
LCC
1683
Lincoln Capital Corp
Rhode Island
$746K +$3.58K +30 +0.5%
TIM
1684
Thompson Investment Management
Wisconsin
$745K +$11K +92 +1%
TWP
1685
Total Wealth Planning
Ohio
$744K +$1.79K +15 +0.2%
PFA
1686
Professional Financial Advisors
Nebraska
$743K +$5.02K +42 +0.7%
BLC
1687
Brown, Lisle/Cummings
Rhode Island
$742K +$239 +2 +0%
ITC
1688
Inspire Trust Company
Nevada
$741K
SVWAG
1689
Sound View Wealth Advisors Group
Georgia
$741K -$54.5K -456 -7%
OAS
1690
Optivise Advisory Services
Tennessee
$741K +$9.56K +80 +1%
SPW
1691
Sonoma Private Wealth
California
$740K +$198K +1,654 +35%
KWM
1692
KMT Wealth Management
California
$740K +$767K +6,422 New
DIP
1693
DT Investment Partners
Pennsylvania
$738K +$197K +1,653 +35%
GCA
1694
Gradient Capital Advisors
California
$738K +$478 +4 +0.1%
BFG
1695
Bouchey Financial Group
New York
$737K -$13.7K -115 -2%
CFS
1696
Commonwealth Financial Services
West Virginia
$737K +$10.2K +85 +1%
MWA
1697
Meridian Wealth Advisors
Texas
$736K +$192K +1,608 +34%
FCM
1698
Firestone Capital Management
Florida
$736K +$3.11K +26 +0.4%
AIA
1699
Angeles Investment Advisors
California
$735K +$762K +6,375 New
GFG
1700
Greystone Financial Group
Michigan
$732K -$186K -1,553 -20%