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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
2051
Heritage Financial Services
Massachusetts
$277K +$5.2K +46 +2%
IAG
2052
Investmark Advisory Group
Connecticut
$276K +$1.13K +10 +0.4%
PBF
2053
Petix & Botte Financial
California
$276K -$226 -2 -0.1%
OWM
2054
OneAscent Wealth Management
Alabama
$276K +$267K +2,359 New
AWP
2055
Ascent Wealth Partners
New York
$275K -$9.38K -83 -3%
AAM
2056
Augustine Asset Management
Florida
$275K – – –
DI
2057
DDFG Inc
California
$275K +$15.9K +141 +6%
CSB
2058
City State Bank
Iowa
$273K -$2.82K -25 -1%
AWM
2059
Aberdeen Wealth Management
Illinois
$273K – – –
CRI
2060
Colonial River Investments
Virginia
$272K -$16.6K -147 -6%
RJTCONH
2061
Raymond James Trust Company of New Hampshire
New Hampshire
$272K +$37.3K +330 +17%
AA
2062
Addison Advisors
Vermont
$272K -$678 -6 -0.3%
SWA
2063
SFMG Wealth Advisors
Texas
$272K +$3.95K +35 +2%
HT
2064
Headlands Technologies
Illinois
$272K +$87.1K +771 +50%
4WM
2065
4J Wealth Management
Virginia
$271K -$1.02K -9 -0.4%
Vanguard Personalized Indexing Management
2066
Vanguard Personalized Indexing Management
California
$271K -$1.36K -12 -0.5%
SFP
2067
Sandbox Financial Partners
Maryland
$270K +$11.9K +105 +5%
HGWM
2068
Horst & Graben Wealth Management
Oregon
$270K -$1.02K -9 -0.4%
UAS
2069
United Asset Strategies
New York
$269K +$34.8K +308 +15%
GFA
2070
Gallagher Fiduciary Advisors
Illinois
$266K -$6.1K -54 -2%
TWCA
2071
Two West Capital Advisors
Kansas
$265K -$64.3K -569 -20%
CA
2072
CGN Advisors
Kansas
$265K -$241K -2,129 -48%
WFA
2073
Wade Financial Advisory
California
$265K – – –
RWA
2074
Rooted Wealth Advisors
Illinois
$264K -$2.33M -20,653 -90%
MWM
2075
MY Wealth Management
Maryland
$264K +$255K +2,254 New