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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1851
Penobscot Wealth Management
Maine
$233K -$6.19K -62 -2%
AFP
1852
Ausdal Financial Partners
Iowa
$233K +$7.99K +80 +3%
IC
1853
Iconiq Capital
California
$233K – – –
SWM
1854
SFG Wealth Management
Maryland
$232K -$23.9K -239 -9%
GC
1855
Guidance Capital
Kentucky
$231K -$26M -259,880 -99%
TB
1856
Terril Brothers
Missouri
$231K – – –
FVCM
1857
F&V Capital Management
Florida
$230K +$1.5K +15 +0.6%
CSWG
1858
Cardinal Strategic Wealth Guidance
Kentucky
$230K – – –
BWP
1859
Bernardo Wealth Planning
Pennsylvania
$229K +$18.9K +189 +8%
CWP
1860
Corepath Wealth Partners
Arizona
$228K -$6.69K -67 -3%
FRA
1861
Frank Rimerman Advisors
California
$228K – – –
SCM
1862
Schnieders Capital Management
California
$227K – – –
NHC
1863
Nicholas Hoffman & Company
Georgia
$227K +$1.2K +12 +0.5%
GC
1864
Gratus Capital
Georgia
$227K -$18K -180 -7%
Toronto Dominion Bank
1865
Toronto Dominion Bank
Ontario, Canada
$226K -$5.09K -51 -2%
CK
1866
Cohen Klingenstein
New York
$226K – – –
PIM
1867
Progressive Investment Management
Oregon
$226K – – –
SWMP
1868
Signature Wealth Management Partners
New Jersey
$225K -$11.5K -115 -5%
ICM
1869
Islay Capital Management
Texas
$225K +$12.6K +126 +6%
MCA
1870
Maryland Capital Advisors
Maryland
$224K – – –
TFA
1871
Tranquilli Financial Advisor
New Jersey
$223K -$636K -6,371 -73%
AAM
1872
Augustine Asset Management
Florida
$223K -$1.8K -18 -0.8%
CSB
1873
City State Bank
Iowa
$222K -$1.8K -18 -0.8%
CIS
1874
Connors Investor Services
Pennsylvania
$222K – – –
JWM
1875
JGP Wealth Management
Oregon
$222K +$19.1K +191 +9%