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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
1751
Twelve Points Wealth Management
Massachusetts
$847K -$125K -908 -14%
AWM
1752
Adams Wealth Management
Utah
$847K -$137 -1 -0%
CI
1753
CacheTech Inc
Utah
$847K -$137 -1 -0%
MWM
1754
McNaughton Wealth Management
California
$846K +$274 +2 +0%
STA
1755
Shade Tree Advisors
New York
$845K – – –
BFG
1756
Bouchey Financial Group
New York
$845K – – –
LL
1757
LPWM LLC
Minnesota
$844K – – –
WTA
1758
Washington Trust Advisors
Massachusetts
$842K -$40.3K -294 -5%
Invesco
1759
Invesco
Georgia
$838K -$6.59K -48 -0.8%
PWP
1760
Perfromance Wealth Partners
Illinois
$837K +$535K +3,897 +223%
AGC
1761
August Group Capital
$837K +$2.33K +17 +0.3%
HWA
1762
Hillcrest Wealth Advisors
New Jersey
$836K +$12.1K +88 +2%
GWM
1763
GDS Wealth Management
Texas
$835K +$66.6K +485 +9%
HA
1764
HFG Advisors
Ohio
$832K +$15.6K +114 +2%
PFBT
1765
Parkside Financial Bank & Trust
Missouri
$831K -$137 -1 -0%
GA
1766
Greenspring Advisors
Maryland
$831K -$1.24K -9 -0.2%
3IP
1767
3Chopt Investment Partners
Virginia
$831K – – –
IIA
1768
Integral Investment Advisors
California
$828K -$17.2K -125 -2%
MPW
1769
MASECO Private Wealth
$826K +$111K +812 +17%
BRPW
1770
Ballast Rock Private Wealth
South Carolina
$825K +$10.6K +77 +1%
CCM
1771
Crew Capital Management
Ohio
$824K -$23.9K -174 -3%
GF
1772
GGM Financials
Ohio
$824K +$11.4K +83 +2%
CB
1773
CNB Bank
Pennsylvania
$823K – – –
VW
1774
Vantus Wealth
Pennsylvania
$822K +$761K +5,545 New
CFD
1775
Creative Financial Designs
Indiana
$822K +$4.94K +36 +0.7%