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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
2126
OneAscent Financial Services
Alabama
$267K +$252K +2,438 New
PAWA
2127
Palo Alto Wealth Advisors
California
$266K +$103 +1 +0%
WCG
2128
Weaver Consulting Group
California
$266K -$23.2K -224 -8%
CC
2129
Chicago Capital
Illinois
$265K +$251K +2,424 New
BWM
2130
BCGM Wealth Management
Indiana
$264K +$930 +9 +0.4%
AAM
2131
Augustine Asset Management
Florida
$263K +$13.6K +132 +6%
BWM
2132
BCS Wealth Management
Tennessee
$263K +$34.6K +335 +16%
RA
2133
Rockingstone Advisors
Massachusetts
$263K – – –
CWM
2134
Copia Wealth Management
Oregon
$263K – – –
IAG
2135
Investmark Advisory Group
Connecticut
$262K +$827 +8 +0.3%
CK
2136
Cohen Klingenstein
New York
$262K – – –
DI
2137
DDFG Inc
California
$262K +$620 +6 +0.3%
WC
2138
Weil Company
California
$262K -$1.19M -11,531 -83%
SWM
2139
Sterling Wealth Management
Illinois
$262K +$248K +2,396 New
SLG
2140
Stanley-Laman Group
Pennsylvania
$261K +$22.3K +216 +10%
GC
2141
GFG Capital
Florida
$261K -$9.51K -92 -4%
DCM
2142
Davidson Capital Management
Texas
$261K -$4.86M -46,994 -95%
BZWA
2143
Blue Zone Wealth Advisors
California
$259K +$7.13K +69 +3%
SCM
2144
Seascape Capital Management
New Hampshire
$259K – – –
FC
2145
Forte Capital
New York
$259K -$126K -1,216 -34%
RWM
2146
Revisor Wealth Management
Ohio
$259K -$43.8K -424 -16%
OL
2147
one8zero8 LLC
North Carolina
$258K +$83.8K +811 +52%
IHWM
2148
Iron Horse Wealth Management
Iowa
$258K – – –
E3F
2149
Eight 31 Financial
Texas
$256K +$1.55K +15 +0.6%
AFA
2150
Antonelli Financial Advisors
Michigan
$256K -$460K -4,452 -66%