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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HP
1826
Holistic Planning
Texas
$727K -$8.51K -62 -1%
TWG
1827
The Wealth Group
Minnesota
$725K -$30.7K -224 -4%
MSG
1828
Main Street Group
Virginia
$720K -$110K -799 -14%
AP
1829
Appleton Partners
Massachusetts
$717K +$104K +761 +19%
B
1830
Bayban
Minnesota
$717K
LRIA
1831
Leonard Rickey Investment Advisors
Washington
$716K +$84.9K +619 +15%
FPW
1832
Flywheel Private Wealth
California
$716K -$9.88K -72 -1%
LCWP
1833
Legacy Capital Wealth Partners
Arkansas
$714K +$412 +3 +0%
NRG
1834
Nemes Rush Group
Michigan
$714K +$4.12K +30 +0.6%
SAS
1835
Stelac Advisory Services
New York
$711K -$2.47K -18 -0.4%
SIA
1836
Serenity Investment Advisors
Illinois
$711K +$19.2K +140 +3%
CCT
1837
Capital City Trust
Florida
$711K +$11K +80 +2%
Vanguard Personalized Indexing Management
1838
Vanguard Personalized Indexing Management
California
$705K -$65.5K -477 -9%
LWP
1839
LMG Wealth Partners
Louisiana
$705K +$272K +1,983 +72%
TFA
1840
Toth Financial Advisory
Virginia
$704K +$136K +992 +26%
SPW
1841
Stillwater Private Wealth
Pennsylvania
$701K
AA
1842
Argent Advisors
Louisiana
$701K
LOPW
1843
Live Oak Private Wealth
North Carolina
$699K -$29.6K -216 -4%
PWS
1844
Peloton Wealth Strategists
Indiana
$698K +$17.2K +125 +3%
BF
1845
Bonfire Financial
Colorado
$697K +$137 +1 +0%
NSIM
1846
North Star Investment Management
Illinois
$696K +$412 +3 +0.1%
SVWG
1847
Shared Vision Wealth Group
United States
$694K +$153K +1,113 +31%
LWCFA
1848
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$692K
SF
1849
Symphony Financial
Texas
$692K +$103K +754 +19%
FF
1850
Finley Financial
Nevada
$691K