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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
1876
Community Bank & Trust (Waco, Texas)
Texas
$219K +$6.99K +70 +3%
LWM
1877
Laidlaw Wealth Management
New York
$219K -$122K -1,217 -34%
IAG
1878
Investmark Advisory Group
Connecticut
$219K -$4K -40 -2%
BIP
1879
Blueprint Investment Partners
North Carolina
$218K -$29K -290 -11%
SWM
1880
Sugarloaf Wealth Management
Georgia
$218K +$3.3K +33 +1%
SMH
1881
Sanders Morris Harris
Texas
$218K
RJTCONH
1882
Raymond James Trust Company of New Hampshire
New Hampshire
$217K -$13K -130 -5%
AFG
1883
AFS Financial Group
Maryland
$217K +$230K +2,303 New
HFS
1884
Heritage Financial Services
Massachusetts
$216K +$17.9K +179 +8%
CA
1885
Carson Advisory
Georgia
$215K +$19.9K +199 +10%
TWA
1886
Trellis Wealth Advisors
California
$215K
MWA
1887
Meridian Wealth Advisors
Texas
$214K
SA
1888
SRH Advisors
Kansas
$214K
GG
1889
GenWealth Group
New Jersey
$213K
Wolverine Trading
1890
Wolverine Trading
Illinois
$213K +$226K +2,261 New
EE
1891
EWG Elevate
California
$213K -$210K -2,105 -48%
WAOTB
1892
Wealth Advisors of Tampa Bay
Florida
$212K +$224K +2,244 New
SCP
1893
Syntal Capital Partners
Texas
$211K
BST
1894
Bath Savings Trust
Maine
$211K -$13.4K -134 -6%
KWM
1895
Kaydan Wealth Management
Michigan
$211K +$999 +10 +0.4%
PIFP
1896
Partners in Financial Planning
Virginia
$210K -$6.59K -66 -3%
LWP
1897
LMG Wealth Partners
Louisiana
$210K +$222K +2,223 New
WW
1898
Westshore Wealth
California
$209K -$182K -1,822 -45%
IFAM
1899
Institutional & Family Asset Management
Colorado
$208K -$300 -3 -0.1%
WIC
1900
Woodmont Investment Counsel
Tennessee
$208K +$220K +2,204 New