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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1701
Primoris Wealth Advisors
Florida
$513K +$106 +1 +0%
FFA
1702
Founders Financial Alliance
North Carolina
$513K +$77.7K +732 +19%
BCM
1703
BTC Capital Management
Iowa
$511K +$491K +4,625 New
MWM
1704
Mosley Wealth Management
California
$511K +$42.3K +398 +9%
Lazard Frères Gestion
1705
Lazard Frères Gestion
France
$509K – – –
TLFA
1706
True Link Financial Advisors
California
$507K +$145K +1,364 +42%
SWM
1707
SeaCrest Wealth Management
New York
$506K +$19.9K +187 +4%
FC
1708
Financial Council
Maryland
$505K +$116K +1,093 +31%
NJIM
1709
Nabity-Jensen Investment Management
Nebraska
$505K – – –
CTWM
1710
Cherry Tree Wealth Management
Minnesota
$504K – – –
FA
1711
FC Advisory
Pennsylvania
$502K -$19.8K -186 -4%
RIA
1712
RPG Investment Advisory
California
$499K +$106K +998 +28%
SWM
1713
Sendero Wealth Management
Texas
$498K -$58.2K -548 -11%
MCM
1714
Mitchell Capital Management
Kansas
$498K -$9.24K -87 -2%
CWM
1715
Concentrum Wealth Management
California
$498K -$484K -4,559 -50%
BWP
1716
Baldwin Wealth Partners
Massachusetts
$496K -$42.8K -403 -8%
JHCP
1717
Jackson Hole Capital Partners
Oklahoma
$495K +$127K +1,196 +36%
HFA
1718
High Falls Advisors
New York
$494K -$1.49K -14 -0.3%
PWM
1719
Paulson Wealth Management
Illinois
$492K +$131K +1,230 +38%
PIA
1720
Powell Investment Advisors
Florida
$491K -$178K -1,672 -27%
PAMG
1721
Patton Albertson Miller Group
Tennessee
$490K -$390K -3,674 -45%
BI
1722
Ballast Inc
Kentucky
$489K -$8.39K -79 -2%
HP
1723
Holistic Planning
Texas
$488K -$19.4K -183 -4%
FNA
1724
First National Advisers
Nebraska
$487K +$32K +301 +7%
PSA
1725
Plum Street Advisors
Louisiana
$486K +$81.8K +770 +23%