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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
2051
True Wealth Design
Ohio
$23.2K – – –
HFS
2052
Hantz Financial Services
Michigan
$23K +$19K +190 +388%
TFA
2053
Toth Financial Advisory
Virginia
$22.8K +$100 +1 +0.4%
IAS
2054
IMA Advisory Services
Colorado
$22.4K – – –
BEI
2055
Benjamin Edwards Inc
Missouri
$22K -$17K -170 -43%
LJHT
2056
Laurie J. Hall Trustee
$22K – – –
IRC
2057
Investors Research Corp
Georgia
$21.9K – – –
NG
2058
NWK Group
California
$21.8K – – –
M1FG
2059
Mach-1 Financial Group
Arkansas
$20.1K +$20.8K +208 New
HWA
2060
Heritage Wealth Advisors
Virginia
$19.3K +$20K +200 New
BL
2061
Balentine LLC
Georgia
$19.2K -$35K -350 -64%
BHWM
2062
Beaird Harris Wealth Management
Texas
$19.1K -$2.6K -26 -12%
BAM
2063
Byrne Asset Management
New Jersey
$19K – – –
AWM
2064
Aspire Wealth Management
Massachusetts
$18K -$108K -1,085 -85%
CT
2065
Clearstead Trust
Maine
$17.9K -$6.5K -65 -26%
HC
2066
Hoese & Co
Minnesota
$17.4K – – –
FCT
2067
Family Capital Trust
Massachusetts
$17.3K +$2.6K +26 +17%
CMBA
2068
C.M. Bidwell & Associates
Hawaii
$16.7K – – –
APW
2069
Atlantic Private Wealth
North Carolina
$16.7K +$17.3K +173 New
APC
2070
Aspire Private Capital
North Carolina
$16.3K -$177K -1,774 -91%
KFO
2071
Kopp Family Office
Minnesota
$16K – – –
TAM
2072
Tucker Asset Management
Colorado
$15.8K +$4.2K +42 +35%
PCM
2073
Pointe Capital Management
Michigan
$13.7K +$14.2K +142 New
CP
2074
Castleview Partners
Texas
$12.7K – – –
LFA
2075
Legend Financial Advisors
Pennsylvania
$12.6K – – –