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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1826
Treybourne Wealth Planners
Indiana
– -$252K -2,737 Closed
BCP
1827
Berkeley Capital Partners
Georgia
– -$245K -2,662 Closed
CLOS
1828
Compagnie Lombard Odier SCmA
Switzerland
– -$236K -2,570 Closed
BCA
1829
Bay Colony Advisors
Massachusetts
– -$234K -2,548 Closed
VWA
1830
Visionary Wealth Advisors
Illinois
– -$218K -2,367 Closed
AWMT
1831
AAFMAA Wealth Management & Trust
North Carolina
– -$214K -2,330 Closed
CTFG
1832
Capstone Triton Financial Group
Oklahoma
– -$210K -2,284 Closed
APP
1833
Avantax Planning Partners
Iowa
– -$202K -2,199 Closed
AFP
1834
Ausdal Financial Partners
Iowa
– -$201K -2,190 Closed
RA
1835
Rational Advisors
New York
– -$198K -2,156 Closed
PS
1836
Planned Solutions
California
– -$192K -2,086 Closed
APC
1837
Asset Planning Corporation
Tennessee
– -$132K -1,436 Closed
FWM
1838
ForthRight Wealth Management
Georgia
– -$115K -1,255 Closed
CYG
1839
Clean Yield Group
Vermont
– -$84K -916 Closed
3AM
1840
3EDGE Asset Management
Florida
– -$65K -708 Closed
TIAM2
1841
Tru Independence Asset Management 2
Oregon
– -$64K -692 Closed
OPW
1842
Oxler Private Wealth
New York
– -$49K -540 Closed
FMTCOCP
1843
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$39K -425 Closed
CDIA
1844
Capital Directions Investment Advisors
Georgia
– -$31K -341 Closed
FA
1845
Fortis Advisors
Pennsylvania
– -$33K -315 Closed
CP
1846
Covenant Partners
Tennessee
– -$28K -300 Closed
BWA
1847
Burt Wealth Advisors
Maryland
– -$22K -244 Closed
HWA
1848
HCR Wealth Advisors
California
– -$21K -227 Closed
IA
1849
Inspire Advisors
Idaho
– -$11K -124 Closed
FWM
1850
FSA Wealth Management
Massachusetts
– -$11K -120 Closed