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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
1751
Bond & Devick Financial Network
Minnesota
$313K – – –
NFG
1752
Nadler Financial Group
Illinois
$313K -$17.6K -185 -6%
BW
1753
Bison Wealth
Georgia
$312K +$36K +378 +14%
SFS
1754
Security Financial Services
Indiana
$310K -$558K -5,863 -65%
Fayez Sarofim & Co
1755
Fayez Sarofim & Co
Texas
$309K -$102K -1,075 -26%
JC
1756
JB Capital
Connecticut
$308K -$8.57K -90 -3%
CWS
1757
Confluence Wealth Services
Pennsylvania
$307K -$34.1K -358 -10%
CHAM
1758
Clear Harbor Asset Management
Connecticut
$307K – – –
MMHP
1759
Murphy Middleton Hinkle & Parker
Georgia
$307K -$44.8K -470 -13%
WB
1760
Webster Bank
Connecticut
$305K – – –
DI
1761
DDFG Inc
California
$304K +$2.38K +25 +0.8%
MAM
1762
Meeder Asset Management
Ohio
$303K -$106K -1,113 -27%
BTW
1763
Boston Trust Walden
Massachusetts
$302K – – –
CWP
1764
Cyndeo Wealth Partners
Florida
$302K +$6.19K +65 +2%
LCM
1765
Lazari Capital Management
California
$301K +$287K +3,019 New
BFG
1766
Beacon Financial Group
Texas
$300K -$476 -5 -0.2%
SAM
1767
Selway Asset Management
$299K – – –
SCM
1768
Shelton Capital Management
Colorado
$299K – – –
LFP
1769
Leeward Financial Partners
Washington
$299K +$14.3K +150 +5%
ETIA
1770
Epic Trust Investment Advisors
Washington
$298K -$117K -1,233 -29%
FPWM
1771
FSB Premier Wealth Management
Iowa
$297K +$3.43K +36 +1%
SMI
1772
Shelter Mutual Insurance
Missouri
$295K +$282K +2,960 New
MWM
1773
Merriman Wealth Management
Washington
$294K +$30.4K +319 +12%
CWM
1774
Collaborative Wealth Management
Florida
$294K +$3.9K +41 +1%
BL
1775
BFSG LLC
California
$294K +$59.4K +624 +27%