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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAG
1726
Northstar Advisory Group
New Jersey
$307K +$306K +2,681 New
PA
1727
Parkside Advisors
California
$305K – – –
TSWM
1728
Tyler-Stone Wealth Management
Ohio
$305K +$303K +2,659 New
BAMG
1729
Brand Asset Management Group
Missouri
$303K +$342 +3 +0.1%
BST
1730
Bath Savings Trust
Maine
$303K +$21.2K +186 +8%
HGERS
1731
Householder Group Estate & Retirement Specialist
Arizona
$303K +$302K +2,650 New
PTC
1732
Philadelphia Trust Company
Pennsylvania
$302K -$41.6K -365 -12%
CPSC
1733
Carl P. Sherr & Co
Massachusetts
$302K – – –
PWM
1734
Penobscot Wealth Management
Maine
$301K -$37.5K -329 -11%
RRC
1735
Relaxing Retirement Coach
Massachusetts
$301K -$17.9K -157 -6%
Gratus Capital
1736
Gratus Capital
Georgia
$301K +$1.03K +9 +0.3%
KCM
1737
Kathmere Capital Management
Pennsylvania
$300K -$37.8K -332 -11%
Toronto Dominion Bank
1738
Toronto Dominion Bank
Ontario, Canada
$300K +$25.5K +224 +9%
NF
1739
Norwood Financial
Pennsylvania
$299K +$297K +2,610 New
PWA
1740
Primoris Wealth Advisors
Florida
$299K +$300K +2,630 New
SWMP
1741
Signature Wealth Management Partners
New Jersey
$298K +$17.9K +157 +6%
JWM
1742
JGP Wealth Management
Oregon
$298K +$75.7K +664 +34%
SCM
1743
Seascape Capital Management
New Hampshire
$297K – – –
CWM
1744
Concentric Wealth Management
California
$296K +$456 +4 +0.2%
IFS
1745
Ifrah Financial Services
Arkansas
$294K +$3.42K +30 +1%
SCM
1746
Stordahl Capital Management
Colorado
$292K -$14.8K -130 -5%
PTB
1747
Pioneer Trust Bank
Oregon
$292K – – –
RCG
1748
Resource Consulting Group
Florida
$292K +$290K +2,549 New
TCI Wealth Advisors
1749
TCI Wealth Advisors
Arizona
$290K -$63.5K -557 -18%
HGWM
1750
Horst & Graben Wealth Management
Oregon
$289K -$1.6K -14 -0.6%