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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CK
2251
Cohen Klingenstein
New York
$298K
T
2252
Tableaux
Massachusetts
$297K -$5.21K -41 -2%
FC
2253
Financial Consulate
Maryland
$297K -$132K -1,037 -30%
IF
2254
IRON Financial
Illinois
$297K
DCM
2255
Davidson Capital Management
Texas
$296K
WG
2256
Welch Group
Alabama
$296K +$1.78K +14 +0.6%
IWC
2257
Infinity Wealth Counsel
Ohio
$296K
RCM
2258
Richardson Capital Management
Wisconsin
$296K -$7.88K -62 -3%
CCG
2259
Coastwise Capital Group
California
$296K -$76.6K -603 -20%
AIC
2260
Allodium Investment Consultants
Minnesota
$295K -$20.1K -158 -6%
AWM
2261
Aberdeen Wealth Management
Illinois
$295K
MSWM
2262
Master's Wealth Management
Pennsylvania
$295K +$302K +2,375 New
BWM
2263
BCS Wealth Management
Tennessee
$295K -$304K -2,396 -50%
CIM
2264
Capital Investment Management
Missouri
$294K -$29K -228 -9%
FFM
2265
Forum Financial Management
Illinois
$294K -$119K -939 -28%
BZWA
2266
Blue Zone Wealth Advisors
California
$294K +$1.65K +13 +0.6%
JFG
2267
Jefferies Financial Group
New York
$292K +$36.3K +286 +14%
GFG
2268
Greystone Financial Group
Michigan
$292K -$158K -1,246 -35%
WRPWM
2269
Werba Rubin Papier Wealth Management
California
$289K -$14.1K -111 -5%
NIWA
2270
New Insight Wealth Advisors
California
$289K -$55.3K -435 -16%
CB
2271
Chris Bulman
California
$289K +$14.7K +116 +5%
SHGA
2272
Sand Hill Global Advisors
California
$289K
PPW
2273
Presilium Private Wealth
Pennsylvania
$288K +$49K +386 +20%
RIA
2274
Rhodes Investment Advisors
Texas
$288K +$31K +244 +12%
BAM
2275
BOS Asset Management
Illinois
$288K