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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
2051
MidWestOne Financial Group
Iowa
$225K – – –
FVCM
2052
F&V Capital Management
Florida
$225K -$51.4K -480 -19%
UAG
2053
United Advisor Group
Ohio
$225K +$225K +2,106 New
KFA
2054
Kapstone Financial Advisors
Ohio
$223K – – –
PP
2055
Patron Partners
Texas
$223K -$20K -187 -8%
SF
2056
Symphony Financial
Texas
$221K +$24.9K +233 +13%
MFWP
2057
Mosaic Family Wealth Partners
Missouri
$221K – – –
FP
2058
Fiduciary Planning
Florida
$219K – – –
PNC
2059
Park National Corp
Ohio
$219K +$3.32K +31 +2%
LF
2060
LifePlan Financial
Minnesota
$218K +$9.09K +85 +4%
CCIA
2061
Cherry Creek Investment Advisors
Colorado
$217K +$856 +8 +0.4%
MWA
2062
Meridian Wealth Advisors
Texas
$217K -$25.6K -239 -11%
CCG
2063
Catalina Capital Group
California
$216K -$647K -6,047 -75%
IWS
2064
Integrity Wealth Solutions
Colorado
$216K +$4.07K +38 +2%
WG
2065
Welch Group
Alabama
$216K -$75K -701 -26%
RIM
2066
Rockbridge Investment Management
New York
$216K -$4.82K -45 -2%
PIA
2067
Petredis Investment Advisors
Pennsylvania
$215K – – –
IGWM
2068
ICA Group Wealth Management
Colorado
$215K -$4.12M -38,521 -95%
PWP
2069
Phillips Wealth Planners
Mississippi
$215K +$6.1K +57 +3%
TF
2070
Tenon Financial
New Jersey
$214K +$10.3K +96 +5%
SFA
2071
Seneca Financial Advisors
New York
$214K +$215K +2,007 New
DJSG
2072
D.J. St. Germain
Massachusetts
$213K +$7.06K +66 +3%
EA
2073
Eclectic Associates
California
$213K – – –
TAM
2074
TCP Asset Management
Ohio
$213K -$26.7K -250 -11%
APP
2075
Avantax Planning Partners
Iowa
$213K -$1.71K -16 -0.8%