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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1751
Paulson Wealth Management
Illinois
$301K -$2.4K -24 -0.7%
LCM
1752
Lazari Capital Management
California
$301K +$16.8K +168 +6%
WF
1753
WoodTrust Financial
Wisconsin
$300K +$318K +3,181 New
DP
1754
DDD Partners
Washington
$300K – – –
NCG
1755
Newport Capital Group
New Jersey
$299K -$11K -110 -3%
FP
1756
Financial Perspectives
Minnesota
$298K +$24.7K +247 +8%
NCM
1757
Northside Capital Management
Oregon
$297K -$100 -1 -0%
BDFN
1758
Bond & Devick Financial Network
Minnesota
$296K – – –
NFG
1759
Nadler Financial Group
Illinois
$296K – – –
HT
1760
Heritage Trust
Oklahoma
$293K -$10.5K -105 -3%
SCA
1761
Sandy Cove Advisors
Massachusetts
$293K -$51.2K -513 -14%
Fayez Sarofim & Co
1762
Fayez Sarofim & Co
Texas
$293K – – –
HCMT
1763
Highland Capital Management (Tennessee)
Tennessee
$292K -$9.99K -100 -3%
JHCP
1764
Jackson Hole Capital Partners
Oklahoma
$291K +$15K +150 +5%
CHAM
1765
Clear Harbor Asset Management
Connecticut
$291K – – –
WB
1766
Webster Bank
Connecticut
$291K +$2.1K +21 +0.7%
MMHP
1767
Murphy Middleton Hinkle & Parker
Georgia
$291K – – –
MPW
1768
Monterey Private Wealth
California
$288K -$13K -130 -4%
ACM
1769
Advance Capital Management
Michigan
$287K +$304K +3,039 New
BTW
1770
Boston Trust Walden
Massachusetts
$286K – – –
SFG
1771
SNS Financial Group
Minnesota
$285K -$44.8K -448 -13%
MWM
1772
Merriman Wealth Management
Washington
$285K +$5.49K +55 +2%
OWM
1773
OneAscent Wealth Management
Alabama
$284K +$299K +2,995 New
IIC
1774
Ironwood Investment Counsel
Arizona
$284K – – –
LFP
1775
Leeward Financial Partners
Washington
$283K – – –