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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1776
WealthBridge Capital Management
Ohio
$513K -$191K -1,850 -28%
BB
1777
Berkshire Bank
Massachusetts
$511K – – –
PCA
1778
Peddock Capital Advisors
Massachusetts
$510K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
1779
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$510K -$77.5K -750 -14%
FF
1780
Finley Financial
Nevada
$509K – – –
LWM
1781
Lakeridge Wealth Management
Ohio
$509K -$14.6K -141 -3%
SC
1782
Sierra Capital
Florida
$508K – – –
QFA
1783
Quattro Financial Advisors
Texas
$508K – – –
RPCA
1784
Running Point Capital Advisors
California
$507K – – –
PFG
1785
Pinnacle Financial Group
Illinois
$506K +$8.37K +81 +2%
FFL
1786
Financial Freedom LLC
Ohio
$505K -$52.7K -510 -10%
SVWG
1787
Shared Vision Wealth Group
United States
$505K +$41.1K +398 +10%
FI
1788
FWG Investments
Kentucky
$505K +$477K +4,617 New
AWA
1789
Alta Wealth Advisors
Massachusetts
$504K -$87.2K -844 -15%
JHCP
1790
Jackson Hole Capital Partners
Oklahoma
$504K +$12.1K +117 +3%
DA
1791
Doliver Advisors
Texas
$503K -$20.4K -197 -4%
PI
1792
Parkside Investments
Illinois
$502K -$4.34K -42 -0.9%
Lazard Frères Gestion
1793
Lazard Frères Gestion
France
$502K – – –
BWP
1794
BSW Wealth Partners
Colorado
$502K -$90.3K -874 -16%
FC
1795
Financial Council
Maryland
$500K – – –
JWM
1796
JGP Wealth Management
Oregon
$500K +$17K +164 +4%
PCA
1797
Prosperity Capital Advisors
Ohio
$500K -$80.4K -778 -15%
CIAS
1798
CBIZ Investment Advisory Services
Ohio
$496K -$21.2K -205 -4%
TNB
1799
Thomasville National Bank
Georgia
$495K +$3.52K +34 +0.8%
BWM
1800
Brown Wealth Management
Illinois
$495K -$3.83M -37,051 -89%