We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1826
Aries Wealth Management
Maine
$250K – – –
BAMG
1827
Brand Asset Management Group
Missouri
$248K -$499 -5 -0.2%
FPCG
1828
Fort Pitt Capital Group
Pennsylvania
$247K +$28.7K +287 +12%
SGWM
1829
Sterling Group Wealth Management
California
$245K -$2K -20 -0.8%
AWA
1830
Acorn Wealth Advisors
Michigan
$245K +$1.3K +13 +0.5%
CWM
1831
Capital Wealth Management
Rhode Island
$245K – – –
VPP
1832
Vertex Planning Partners
Illinois
$245K -$78.5K -786 -23%
IP
1833
Investment Partners
Ohio
$245K -$64.1K -642 -20%
CWM
1834
Collaborative Wealth Management
Florida
$244K -$36.7K -367 -12%
CWM
1835
Certus Wealth Management
California
$244K -$11.1K -111 -4%
TAM
1836
TCP Asset Management
Ohio
$243K -$58.6K -587 -19%
APC
1837
Asset Planning Corporation
Tennessee
$243K – – –
IFO
1838
Independent Family Office
New York
$243K +$257K +2,575 New
VCM
1839
Virtue Capital Management
Tennessee
$241K – – –
FFM
1840
Forum Financial Management
Illinois
$241K +$19K +190 +8%
SCM
1841
Stordahl Capital Management
Colorado
$240K -$999 -10 -0.4%
MAM
1842
Meeder Asset Management
Ohio
$238K -$51.5K -516 -17%
ZIG
1843
Zullo Investment Group
Pennsylvania
$238K -$6.19K -62 -2%
GC
1844
GFG Capital
Florida
$237K -$213K -2,134 -46%
FAN
1845
Financial Advisors Network
California
$237K +$251K +2,514 New
DA
1846
Detalus Advisors
Missouri
$237K -$128K -1,279 -34%
PD
1847
Planning Directions
Pennsylvania
$235K -$11.2K -112 -4%
LA
1848
LVW Advisors
New York
$235K -$799 -8 -0.3%
SAG
1849
Spotlight Asset Group
Illinois
$235K +$12.5K +125 +5%
MFS
1850
Madrona Financial Services
Washington
$234K +$248K +2,482 New