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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
2051
CBIZ Investment Advisory Services
Ohio
$480K
TC
2052
Trust Company
Kansas
$480K -$185K -1,346 -29%
First Trust Advisors
2053
First Trust Advisors
Illinois
$479K -$11.9K -87 -3%
MCM
2054
Mitchell Capital Management
Kansas
$478K -$7K -51 -2%
MW
2055
Maia Wealth
Colorado
$478K -$153K -1,112 -26%
IWA
2056
Independent Wealth Advisors
North Carolina
$478K +$190K +1,384 +75%
LA
2057
LexAurum Advisors
Kansas
$475K -$22.2K -162 -5%
SFG
2058
Stonebridge Financial Group
California
$474K +$439K +3,200 New
KWM
2059
Kaydan Wealth Management
Michigan
$474K +$2.2K +16 +0.5%
RFG
2060
RFP Financial Group
Georgia
$471K -$96.6K -704 -18%
TCM
2061
Tassel Capital Management
North Carolina
$471K -$186K -1,354 -30%
AWA
2062
Arbor Wealth Advisors
Michigan
$469K
TFA
2063
Teamwork Financial Advisors
Texas
$469K -$18.3K -133 -4%
AG
2064
AmeriFlex Group
Nevada
$468K +$11.3K +82 +3%
FFL
2065
Financial Freedom LLC
Ohio
$467K +$823 +6 +0.2%
FCM
2066
Fortis Capital Management
Washington
$466K +$1.24K +9 +0.3%
EPW
2067
Endeavor Private Wealth
Kansas
$466K -$1.78K -13 -0.4%
RCP
2068
Rothschild Capital Partners
New York
$466K +$124K +905 +40%
TPW
2069
TOP Private Wealth
Connecticut
$466K +$431K +3,140 New
GAA
2070
Guardian Asset Advisors
Pennsylvania
$466K -$2.16M -15,707 -83%
LEA
2071
Legacy Edge Advisors
New York
$465K
SI
2072
Stirlingshire Investments
New York
$464K -$47.9K -349 -10%
TF
2073
Tenzing Financial
Virginia
$462K +$11K +80 +3%
PWM
2074
Penobscot Wealth Management
Maine
$462K +$16.6K +121 +4%
MI
2075
Moneywise Inc
Virginia
$462K +$10.6K +77 +3%