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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1851
JGP Wealth Management
Oregon
$241K +$36.6K +366 +17%
IFWM
1852
Institute for Wealth Management
Colorado
$240K -$21.5K -215 -8%
PWM
1853
Penobscot Wealth Management
Maine
$239K +$800 +8 +0.3%
DC
1854
Destiny Capital
Colorado
$239K +$247K +2,468 New
CFGF
1855
Compass Financial Group (Florida)
Florida
$238K -$4K -40 -2%
BST
1856
Bath Savings Trust
Maine
$238K -$55.1K -551 -18%
AWA
1857
Alta Wealth Advisors
Massachusetts
$238K +$4.7K +47 +2%
Mairs & Power Inc
1858
Mairs & Power Inc
Minnesota
$237K -$13.4K -134 -5%
Iconiq Capital
1859
Iconiq Capital
California
$237K – – –
TB
1860
Terril Brothers
Missouri
$236K – – –
TCI Wealth Advisors
1861
TCI Wealth Advisors
Arizona
$236K -$1.4K -14 -0.6%
NCM
1862
Northside Capital Management
Oregon
$236K +$900 +9 +0.4%
GP
1863
Girard Partners
Pennsylvania
$236K -$53.2K -532 -18%
SouthState Corp
1864
SouthState Corp
Florida
$235K -$39.5K -395 -14%
FVCM
1865
F&V Capital Management
Florida
$234K +$1K +10 +0.4%
PRWA
1866
Platte River Wealth Advisors
Colorado
$234K +$6.5K +65 +3%
SCM
1867
Schnieders Capital Management
California
$233K – – –
SLG
1868
Stanley-Laman Group
Pennsylvania
$233K +$11.6K +116 +5%
Alpha Cubed Investments
1869
Alpha Cubed Investments
California
$233K +$241K +2,406 New
KFS
1870
Kelly Financial Services
Massachusetts
$232K -$3.71M -37,141 -94%
CK
1871
Cohen Klingenstein
New York
$232K – – –
PIM
1872
Progressive Investment Management
Oregon
$232K – – –
Nicholas Hoffman & Company
1873
Nicholas Hoffman & Company
Georgia
$232K -$8.8K -88 -4%
LWP
1874
Lumature Wealth Partners
Georgia
$232K – – –
KWM
1875
KFG Wealth Management
Indiana
$231K +$240K +2,405 New