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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
1901
Lee Financial
Texas
$159K – – –
ST
1902
Sageworth Trust
Pennsylvania
$153K – – –
MP
1903
McDonald Partners
Ohio
$152K -$3.86M -33,899 -96%
ACM
1904
Absolute Capital Management
Pennsylvania
$152K +$151K +1,328 New
TFA
1905
Transamerica Financial Advisors
Florida
$152K +$1.71K +15 +1%
WTA
1906
Washington Trust Advisors
Massachusetts
$152K +$151K +1,328 New
LB
1907
Legacy Bridge
Iowa
$148K – – –
MBFW
1908
Morton Brown Family Wealth
Pennsylvania
$147K +$146K +1,285 New
RWA
1909
RGT Wealth Advisors
Texas
$146K +$146K +1,277 New
DHGWA
1910
Dixon Hughes Goodman Wealth Advisors
North Carolina
$146K +$146K +1,278 New
SWM
1911
Sugarloaf Wealth Management
Georgia
$145K -$43.9K -385 -23%
JHCP
1912
Jackson Hole Capital Partners
Oklahoma
$145K +$21.9K +192 +18%
HFS
1913
Horizon Financial Services
North Carolina
$137K – – –
TAIM
1914
TD Ameritrade Investment Management
Nebraska
$137K -$75.9K -666 -36%
PAIM
1915
Punch & Associates Investment Management
Minnesota
$135K -$2.17K -19 -2%
BDWM
1916
Brewin Dolphin Wealth Management
Ireland
$133K – – –
GWSG
1917
GPS Wealth Strategies Group
Colorado
$130K +$7.29K +64 +6%
RK
1918
Rather & Kittrell
Tennessee
$129K +$129K +1,129 New
GWANC
1919
Guardian Wealth Advisors (North Carolina)
North Carolina
$128K +$127K +1,116 New
WFA
1920
West Financial Advisors
Iowa
$121K -$7.18K -63 -6%
RA
1921
Rise Advisors
New York
$118K +$117K +1,031 New
TCWA
1922
Ten Capital Wealth Advisors
Washington
$117K -$190K -1,666 -62%
VRM
1923
Vectors Research Management
New York
$117K – – –
MIM
1924
MTM Investment Management
South Carolina
$116K -$2.05K -18 -2%
RPCONE
1925
Retirement Planning Company of New England
Rhode Island
$116K +$116K +1,014 New