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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
1851
Bonfire Financial
Colorado
$584K
NSIM
1852
North Star Investment Management
Illinois
$583K +$127 +1 +0%
JWM
1853
JGP Wealth Management
Oregon
$582K -$1.27K -10 -0.2%
CF
1854
Claris Financial
Virginia
$582K +$508 +4 +0.1%
IWS
1855
Insight Wealth Strategies
California
$581K -$96.4K -759 -14%
MCM
1856
MV Capital Management
Maryland
$580K +$32K +252 +6%
SWM
1857
SFG Wealth Management
Maryland
$580K -$11.3K -89 -2%
FF
1858
Finley Financial
Nevada
$579K
BTWM
1859
Baker Tilly Wealth Management
Wisconsin
$579K +$592K +4,658 New
AFP
1860
Arnold Financial Planning
Iowa
$579K -$83.7K -659 -12%
COCM
1861
Charter Oak Capital Management
New Hampshire
$577K +$59.1K +465 +11%
MA
1862
Modus Advisors
Minnesota
$576K -$23K -181 -4%
PP
1863
Patten & Patten
Tennessee
$575K -$16K -126 -3%
HVIA
1864
Hudson Valley Investment Advisors
New York
$575K -$1.27K -10 -0.2%
TFGT
1865
TS Financial Group (TSFG)
Illinois
$575K -$61.5K -484 -9%
VWM
1866
Vigilare Wealth Management
Arizona
$575K -$3.35M -26,362 -85%
WCM
1867
WealthBridge Capital Management
Ohio
$575K
ANBOT
1868
American National Bank of Texas
Texas
$574K +$587K +4,617 New
FAG
1869
Fortitude Advisory Group
Washington
$572K -$68.1K -536 -10%
PCA
1870
Peddock Capital Advisors
Massachusetts
$572K
PTC
1871
Philadelphia Trust Company
Pennsylvania
$572K -$129K -1,019 -18%
LFG
1872
Lazard Frères Gestion
France
$572K
KNW
1873
Kesler Norman & Wride
Utah
$572K +$147K +1,159 +34%
GIA
1874
Guyasuta Investment Advisors
Pennsylvania
$570K +$41.5K +327 +8%
PWS
1875
Peloton Wealth Strategists
Indiana
$570K +$43.8K +345 +8%