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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWC
1876
Waypoint Wealth Counsel
Georgia
$427K -$73.8K -714 -15%
APWA
1877
Atlas Private Wealth Advisors
New Jersey
$426K +$1.03K +10 +0.3%
WP
1878
WealthPLAN Partners
Nebraska
$425K -$194K -1,876 -33%
KL
1879
KWMG LLC
Kansas
$424K -$28.3K -274 -7%
DWM
1880
DKM Wealth Management
California
$423K -$84.3K -816 -17%
LF
1881
LifeSteps Financial
California
$423K +$2.58K +25 +0.7%
CFP
1882
Cascade Financial Partners
California
$421K +$13.9K +134 +4%
DSC
1883
Duncker Streett & Co
Missouri
$420K -$14.6K -141 -4%
PCMF
1884
Private Capital Management (Florida)
Florida
$420K +$20.8K +201 +6%
CTWM
1885
Cherry Tree Wealth Management
Minnesota
$419K -$165K -1,596 -29%
WH
1886
Willner & Heller
California
$417K -$30.2K -292 -7%
AF
1887
Alerus Financial
North Dakota
$417K +$1.65K +16 +0.4%
NFG
1888
Nadler Financial Group
Illinois
$415K +$40.3K +390 +11%
FVCM
1889
F&V Capital Management
Florida
$412K +$5.17K +50 +1%
AlphaCore Capital
1890
AlphaCore Capital
California
$412K +$127K +1,233 +49%
LMKC
1891
L.M. Kohn & Company
Ohio
$411K -$391K -3,782 -50%
SBWIC
1892
Schaper Benz & Wise Investment Counsel
Wisconsin
$411K – – –
TC
1893
Truvestments Capital
Florida
$410K -$68.5K -663 -15%
WAG
1894
Winthrop Advisory Group
Massachusetts
$410K +$28.4K +275 +8%
CL
1895
CVFG LLC
Indiana
$409K -$930 -9 -0.2%
T. Rowe Price Associates
1896
T. Rowe Price Associates
Maryland
$407K – – –
GAMC
1897
Garner Asset Management Corp
Texas
$407K +$930 +9 +0.2%
Vestmark Advisory Solutions
1898
Vestmark Advisory Solutions
Massachusetts
$406K +$68K +658 +22%
LCWP
1899
Legacy Capital Wealth Partners
Arkansas
$406K -$477K -4,615 -28%
CWM
1900
Collaborative Wealth Management
Florida
$406K +$76.7K +742 +25%