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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAOTB
1776
Wealth Advisors of Tampa Bay
Florida
$212K +$17.3K +174 +8%
IAG
1777
Investmark Advisory Group
Connecticut
$210K +$696 +7 +0.3%
FFM
1778
Forum Financial Management
Illinois
$210K +$226K +2,268 New
JWM
1779
JGP Wealth Management
Oregon
$209K – – –
PPW
1780
Parcion Private Wealth
Washington
$209K +$214K +2,154 New
PWS
1781
Peterson Wealth Services
Utah
$208K -$43.7K -439 -16%
TT
1782
TI-Trust
Illinois
$207K – – –
SIG
1783
Stonegate Investment Group
Alabama
$207K +$10K +101 +5%
SCP
1784
Syntal Capital Partners
Texas
$206K -$955K -9,603 -81%
CRCM
1785
Corbett Road Capital Management
Virginia
$206K -$134K -1,349 -38%
RRC
1786
Relaxing Retirement Coach
Massachusetts
$206K -$40.4K -406 -15%
RCG
1787
Resource Consulting Group
Florida
$206K -$31.9K -321 -13%
WAG
1788
Winthrop Advisory Group
Massachusetts
$206K -$1.09K -11 -0.5%
NF
1789
Norwood Financial
Pennsylvania
$206K – – –
MWA
1790
Meridian Wealth Advisors
Texas
$206K +$99 +1 +0%
TAM
1791
Tealwood Asset Management
Minnesota
$205K -$3.78K -38 -2%
TWM
1792
Thrive Wealth Management
Pennsylvania
$205K +$221K +2,220 New
CAN
1793
Claraphi Advisory Network
United States
$204K -$1.99K -20 -0.9%
SCM
1794
Schnieders Capital Management
California
$204K +$99 +1 +0%
TIAM2
1795
Tru Independence Asset Management 2
Oregon
$203K -$59.8K -601 -21%
CWP
1796
Corepath Wealth Partners
Arizona
$203K -$33.1K -333 -13%
AFO
1797
Allie Family Office
Florida
$203K – – –
OR
1798
Olympiad Research
Connecticut
$202K -$317K -3,187 -59%
C
1799
CEDRUS
Colorado
$202K -$182K -1,830 -46%
TI
1800
Tidal Investments
Wisconsin
$200K -$43.7M -439,659 -100%