We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
1901
Partners in Financial Planning
Virginia
$221K +$200 +2 +0.1%
GHAM
1902
Gilman Hill Asset Management
Connecticut
$221K -$3K -30 -1%
TWA
1903
Trellis Wealth Advisors
California
$220K +$227K +2,274 New
MWA
1904
Meridian Wealth Advisors
Texas
$220K -$690K -6,906 -75%
IPAM
1905
ICICI Prudential Asset Management
India
$219K +$227K +2,270 New
SA
1906
SRH Advisors
Kansas
$219K -$48.9K -489 -18%
GG
1907
GenWealth Group
New Jersey
$218K -$3.1K -31 -1%
SCP
1908
Syntal Capital Partners
Texas
$216K – – –
RCG
1909
Resource Consulting Group
Florida
$215K – – –
CWP
1910
Concord Wealth Partners
Virginia
$215K -$53.1K -531 -19%
HFS
1911
Heritage Financial Services
Massachusetts
$215K +$900 +9 +0.4%
SAM
1912
Secure Asset Management
Michigan
$215K -$51.1K -511 -19%
Avantax Planning Partners
1913
Avantax Planning Partners
Iowa
$214K +$221K +2,214 New
LF
1914
Lantz Financial
Illinois
$214K -$565K -5,649 -72%
MFWP
1915
Mosaic Family Wealth Partners
Missouri
$213K -$145K -1,446 -40%
BWA
1916
Blodgett Wealth Advisors
California
$212K – – –
WIC
1917
Woodmont Investment Counsel
Tennessee
$210K – – –
BWM
1918
BCS Wealth Management
Tennessee
$210K +$217K +2,171 New
Azimuth Capital Investment Management
1919
Azimuth Capital Investment Management
Michigan
$207K +$214K +2,139 New
FPCP
1920
Fort Point Capital Partners
California
$207K – – –
EGA
1921
E&G Advisors
Texas
$207K +$214K +2,138 New
MWA
1922
Motive Wealth Advisors
Michigan
$206K -$640K -6,402 -75%
AIS
1923
AM Investment Strategies
Tennessee
$206K – – –
MFG
1924
Midwest Financial Group
Kansas
$206K +$213K +2,128 New
BWM
1925
BNC Wealth Management
Oregon
$206K +$213K +2,130 New