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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
1876
Stonehage Fleming Financial Services
Jersey
$452K
AP
1877
Appleton Partners
Massachusetts
$450K -$15.8K -140 -3%
AFO
1878
Allie Family Office
Florida
$449K +$27.6K +245 +6%
BCM
1879
BTC Capital Management
Iowa
$448K -$32.3K -286 -6%
MWM
1880
Melfa Wealth Management
Massachusetts
$446K -$14.8K -131 -3%
SRC
1881
Sage Rhino Capital
California
$444K
FYW
1882
Future You Wealth
New York
$443K +$200K +1,769 +72%
SHF
1883
Stage Harbor Financial
Massachusetts
$443K
PHIC
1884
Pine Haven Investment Counsel
Massachusetts
$442K
HVIA
1885
Hudson Valley Investment Advisors
New York
$441K -$113 -1 -0%
JFG
1886
Jefferies Financial Group
New York
$439K -$5.46M -48,416 -92%
KA
1887
Kooman & Associates
Pennsylvania
$438K +$16.7K +148 +4%
SWTS
1888
Stonehaven Wealth & Tax Solutions
Wisconsin
$438K +$107K +952 +29%
IWP
1889
Invenio Wealth Partners
Florida
$437K -$3.05K -27 -0.6%
LF
1890
Lantz Financial
Illinois
$437K +$27K +239 +6%
SVWG
1891
Shared Vision Wealth Group
United States
$437K +$10.8K +96 +2%
OWM
1892
Orgel Wealth Management
Wisconsin
$436K -$13.2K -117 -3%
DI
1893
DAGCO Inc
Ohio
$435K -$7.79K -69 -2%
KL
1894
KWMG LLC
Kansas
$434K -$264K -2,336 -36%
FG
1895
Foster Group
Iowa
$433K -$68.2K -604 -13%
SFO
1896
Stokes Family Office
Louisiana
$432K -$12.6K -112 -3%
BBPWM
1897
Blue Bell Private Wealth Management
Pennsylvania
$432K +$60.7K +538 +15%
AA
1898
Apriem Advisors
California
$431K -$113K -1,000 -20%
MA
1899
Marquette Associates
Illinois
$430K -$1.66M -14,711 -78%
WH
1900
Willner & Heller
California
$430K -$564 -5 -0.1%