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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFPI
2051
Midwest Financial Partners Investments
Minnesota
$411K
TFA
2052
Teamwork Financial Advisors
Texas
$410K -$16.3K -128 -4%
BST
2053
Bath Savings Trust
Maine
$408K -$13.2K -104 -3%
DF
2054
Downshift Financial
Colorado
$408K -$101K -793 -21%
MCM
2055
Mitchell Capital Management
Kansas
$407K +$9.53K +75 +2%
BMWS
2056
Brady Martz Wealth Solutions
North Dakota
$407K +$154K +1,210 +59%
TF
2057
Tenzing Financial
Virginia
$404K +$4.57K +36 +1%
EFN
2058
Equita Financial Network
Pennsylvania
$404K -$466K -3,672 -53%
TC
2059
Truvestments Capital
Florida
$403K -$14.5K -114 -3%
DI
2060
DAGCO Inc
Ohio
$403K -$18.9K -149 -4%
PIFP
2061
Partners in Financial Planning
Virginia
$400K +$117K +920 +40%
SWP
2062
SIMA Wealth Partners
Virginia
$398K -$9.02K -71 -2%
SIM
2063
Synergy Investment Management
Florida
$397K +$15.2K +120 +4%
KWM
2064
Kaydan Wealth Management
Michigan
$395K +$4.45K +35 +1%
WCM
2065
Weaver Capital Management
Georgia
$394K
AWA
2066
Arbor Wealth Advisors
Michigan
$393K
CWM
2067
Castle Wealth Management
Florida
$393K +$127 +1 +0%
NEPWA
2068
New England Private Wealth Advisors
Massachusetts
$393K +$127 +1 +0%
HAP
2069
Harbor Asset Planning
Massachusetts
$393K +$889 +7 +0.2%
EPW
2070
Endeavor Private Wealth
Kansas
$392K -$15.2K -120 -4%
CC
2071
Clearwave Capital
California
$392K +$508 +4 +0.1%
NG
2072
Norden Group
Utah
$391K +$21.5K +169 +6%
AWM
2073
Avaii Wealth Management
Wisconsin
$391K -$34.3K -270 -8%
FFL
2074
Financial Freedom LLC
Ohio
$390K +$508 +4 +0.1%
WTB
2075
Washington Trust Bank
Washington
$390K -$22.6K -178 -5%