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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1751
Argent Advisors
Louisiana
$561K
LWCFA
1752
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$560K
CCT
1753
Capital City Trust
Florida
$560K -$46K -400 -8%
GPWM
1754
Grant Private Wealth Management
California
$558K +$540K +4,698 New
WCM
1755
WealthBridge Capital Management
Ohio
$558K
DQRIM
1756
Dale Q Rice Investment Management
Washington
$557K -$38.2K -332 -7%
TCWM
1757
Total Clarity Wealth Management
Illinois
$557K -$20.2K -176 -4%
PFG
1758
Pinnacle Financial Group
Illinois
$557K +$6.1K +53 +1%
LWM
1759
Lakeridge Wealth Management
Ohio
$556K +$3.33K +29 +0.6%
WAG
1760
Winthrop Advisory Group
Massachusetts
$556K +$107K +929 +25%
BB
1761
Berkshire Bank
Massachusetts
$556K
PCA
1762
Peddock Capital Advisors
Massachusetts
$555K +$115 +1 +0%
SWTS
1763
Stonehaven Wealth & Tax Solutions
Wisconsin
$554K +$34.8K +303 +7%
FF
1764
Finley Financial
Nevada
$554K
WJWM
1765
Williams Jones Wealth Management
New York
$553K -$71.1K -618 -12%
RPCA
1766
Running Point Capital Advisors
California
$551K
JWM
1767
JGP Wealth Management
Oregon
$547K
LFG
1768
Lazard Frères Gestion
France
$546K
PI
1769
Parkside Investments
Illinois
$546K
First Trust Advisors
1770
First Trust Advisors
Illinois
$543K -$52.3K -455 -9%
BWP
1771
BSW Wealth Partners
Colorado
$543K -$2.53K -22 -0.5%
FC
1772
Financial Council
Maryland
$543K -$460 -4 -0.1%
CIAS
1773
CBIZ Investment Advisory Services
Ohio
$542K +$2.76K +24 +0.5%
MW
1774
Maia Wealth
Colorado
$539K -$32.8K -285 -6%
BF
1775
Bonfire Financial
Colorado
$537K +$115 +1 +0%