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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
2076
Patten & Patten
Tennessee
$313K -$17.7K -157 -5%
FAN
2077
Financial Advisors Network
California
$312K +$49K +434 +17%
DWM
2078
Diversify Wealth Management
Utah
$312K -$51K -452 -13%
BWP
2079
Baldwin Wealth Partners
Massachusetts
$312K +$74.8K +663 +29%
CCA
2080
Clarity Capital Advisors
Florida
$311K +$1.02K +9 +0.3%
AGP
2081
Aspire Growth Partners
Florida
$311K +$6.88K +61 +2%
CWM
2082
Collaborative Wealth Management
Florida
$311K +$56K +496 +20%
PCG
2083
Prosperity Consulting Group
Maryland
$310K +$335K +2,968 New
DP
2084
DDD Partners
Washington
$309K -$3.95K -35 -1%
CF
2085
Claris Financial
Virginia
$308K
HFO
2086
Heritage Family Offices
Arizona
$307K +$339 +3 +0.1%
ORC
2087
O'Rourke & Company
Massachusetts
$307K -$14K -124 -4%
Loomis, Sayles & Company
2088
Loomis, Sayles & Company
Massachusetts
$307K -$2.8M -24,789 -89%
LWA
2089
Lifelong Wealth Advisors
Minnesota
$307K -$57K -505 -15%
SIM
2090
Synergy Investment Management
Florida
$306K
CCA
2091
Checchi Capital Advisers
California
$304K
PS
2092
Pinney & Scofield
Massachusetts
$304K
BL
2093
BFSG LLC
California
$303K -$5.3K -47 -2%
VAG
2094
VisionPoint Advisory Group
Texas
$302K +$326K +2,890 New
PWM
2095
Palumbo Wealth Management
New York
$302K +$4.51K +40 +1%
IIL
2096
Insight Inv LLC
California
$301K
NG
2097
Norden Group
Utah
$300K -$13.4K -119 -4%
SC
2098
Soundwatch Capital
Connecticut
$299K -$92K -815 -22%
AFAS
2099
Acorn Financial Advisory Services
Virginia
$299K -$2.71K -24 -0.8%
NCG
2100
Newport Capital Group
New Jersey
$299K -$903 -8 -0.3%