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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
1851
Simplex Trading
Illinois
$378K +$363K +3,422 New
FLA
1852
Financial Life Advisors
Texas
$377K -$5.52K -52 -2%
PWM
1853
Penobscot Wealth Management
Maine
$377K +$8.81K +83 +2%
MPW
1854
Monterey Private Wealth
California
$375K +$35.7K +336 +11%
PCM
1855
Poehling Capital Management
Wisconsin
$375K – – –
SWMP
1856
Signature Wealth Management Partners
New Jersey
$375K -$2.44K -23 -0.7%
GIA
1857
Goodwin Investment Advisory
Georgia
$373K -$224K -2,110 -38%
DF
1858
Dunhill Financial
United Kingdom
$373K -$15.3K -144 -4%
CWP
1859
CFM Wealth Partners
Texas
$372K -$112K -1,055 -24%
Donaldson Capital Management
1860
Donaldson Capital Management
Indiana
$372K +$17.1K +161 +5%
PWMG
1861
Private Wealth Management Group
New Jersey
$371K +$1.06K +10 +0.3%
JWM
1862
JGP Wealth Management
Oregon
$367K +$25.3K +238 +8%
ORC
1863
O'Rourke & Company
Massachusetts
$366K – – –
PWS
1864
Peterson Wealth Services
Utah
$365K -$40.5K -381 -10%
BFG
1865
Berger Financial Group
Minnesota
$364K +$2.55K +24 +0.7%
SCM
1866
Sage Capital Management
New Jersey
$361K +$637 +6 +0.2%
FRA
1867
Frank Rimerman Advisors
California
$361K – – –
FAM
1868
Formidable Asset Management
Ohio
$360K -$956 -9 -0.3%
SWM
1869
Segment Wealth Management
Texas
$360K -$5.31K -50 -2%
PAWA
1870
Palo Alto Wealth Advisors
California
$358K +$1.06K +10 +0.3%
MAG
1871
M3 Advisory Group
Massachusetts
$358K +$4.99K +47 +1%
Fund Evaluation Group
1872
Fund Evaluation Group
Ohio
$357K – – –
SEP
1873
Southland Equity Partners
Missouri
$357K -$8.81K -83 -3%
BCMLT
1874
Beacon Capital Management LLC (Tennessee)
Tennessee
$352K -$78.9K -743 -19%
GSIAS
1875
Garden State Investment Advisory Services
New Jersey
$352K +$132K +1,243 +63%