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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1876
Loomis, Sayles & Company
Massachusetts
$43K -$699K -7,194 -94%
BSWA
1877
Bromfield Sneider Wealth Advisors
Massachusetts
$43K
SFC
1878
SYM Financial Corp
Indiana
$42K -$14.5K -149 -24%
AIM
1879
Anchor Investment Management
South Carolina
$39.1K
FMP
1880
Financial Management Professionals
Texas
$39K -$132K -1,362 -75%
WIM
1881
Westside Investment Management
California
$38.4K +$231K +2,374 +13%
AIM
1882
Arcadia Investment Management
Michigan
$36K
BHWM
1883
Beaird Harris Wealth Management
Texas
$35K -$62.1K -639 -62%
CDIA
1884
Capital Directions Investment Advisors
Georgia
$34K -$47.3K -487 Closed
CPFP
1885
Clear Perspectives Financial Planning
Ohio
$33K -$19.4K -200 -35%
LPP
1886
Life Planning Partners
Florida
$32.4K +$4.86K +50 +16%
IAMOG
1887
Investors Asset Management of Georgia
Georgia
$31K
LWA
1888
Lowe Wealth Advisors
Maryland
$31K
AWM
1889
Atticus Wealth Management
Florida
$30K
SCA
1890
Stonebridge Capital Advisors
Minnesota
$30K
FCMT
1891
Founders Capital Management (Texas)
Texas
$29K
PCTC
1892
Perkins Coie Trust Company
Washington
$29K
DMKJ
1893
David M. Knott Jr
$27K -$19.1K -197 -39%
JWM
1894
Janiczek Wealth Management
Colorado
$26K -$11.4K -117 -29%
CBT
1895
CoreFirst Bank & Trust
Kansas
$26K
RTC
1896
Riverview Trust Company
Washington
$26K
BCPWM
1897
Bradley & Co Private Wealth Management
Florida
$25K
HWP
1898
Highline Wealth Partners
California
$24.4K +$27.2K +280 New
FA
1899
Fortis Advisors
Pennsylvania
$24K +$26.3K +271 New
GWM
1900
Grand Wealth Management
Michigan
$23K