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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GHA
2201
Good Harbor Advisors
Massachusetts
$314K +$313K +2,615 New
IWP
2202
IAG Wealth Partners
Wisconsin
$314K -$6.1K -51 -2%
WAG
2203
Wilkerson Advisory Group
Missouri
$314K +$312K +2,611 New
GSIAS
2204
Garden State Investment Advisory Services
New Jersey
$313K +$478 +4 +0.2%
ORC
2205
O'Rourke & Company
Massachusetts
$313K -$51.2K -428 -14%
BDFN
2206
Bond & Devick Financial Network
Minnesota
$313K
RWM
2207
Riverbend Wealth Management
South Carolina
$313K
ECM
2208
Elgethun Capital Management
South Dakota
$313K
CFG
2209
Compass Financial Group
Ohio
$312K +$311K +2,599 New
CIM
2210
Capital Investment Management
Missouri
$312K +$311K +2,597 New
SJGA
2211
Stephen J. Garry & Associates
New York
$312K
E3F
2212
Eight 31 Financial
Texas
$312K +$6.94K +58 +2%
HGA
2213
Hobbs Group Advisors
South Carolina
$312K +$72K +602 +30%
FA
2214
Fermata Advisors
California
$311K -$62.3K -521 -17%
IC
2215
Iconiq Capital
California
$309K +$1.44K +12 +0.5%
SWA
2216
Strata Wealth Advisors
Texas
$309K -$43.3K -362 -12%
SFG
2217
SNS Financial Group
Minnesota
$309K -$24.3K -203 -7%
LWA
2218
Lifelong Wealth Advisors
Minnesota
$309K -$39.1K -327 -11%
CF
2219
Collier Financial
Colorado
$308K +$12.3K +103 +4%
DWM
2220
DeLarme Wealth Management
California
$307K +$306K +2,557 New
FDCP
2221
Foster Dykema Cabot & Partners
Massachusetts
$307K -$43.2K -361 -12%
MA
2222
MJP Associates
Connecticut
$306K +$28.2K +236 +10%
PIA
2223
Pollock Investment Advisors
Michigan
$305K
AIC
2224
Allodium Investment Consultants
Minnesota
$305K -$24K -201 -7%
PCMK
2225
Paragon Capital Management (Kansas)
Kansas
$305K -$20.2K -169 -6%