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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
2301
Magnolia Private Wealth
Pennsylvania
$205K +$199K +1,729 New
SFG
2302
Shum Financial Group
California
$205K +$199K +1,726 New
DA
2303
Detalus Advisors
Missouri
$205K +$199K +1,726 New
TF
2304
TME Financial
California
$205K +$198K +1,725 New
Kestra Investment Management
2305
Kestra Investment Management
Texas
$205K +$198K +1,725 New
PWM
2306
Partners Wealth Management
California
$205K +$198K +1,722 New
IWM
2307
Integris Wealth Management
California
$204K +$198K +1,719 New
DW30
2308
Drucker Wealth 3.0
New Jersey
$204K +$198K +1,718 New
GG
2309
GenWealth Group
New Jersey
$203K +$197K +1,710 New
MP
2310
McDonald Partners
Ohio
$203K +$196K +1,708 New
OFO
2311
OneAscent Family Office
Alabama
$203K +$196K +1,705 New
WWM
2312
Whalen Wealth Management
Nevada
$202K +$196K +1,700 New
HNW
2313
High Note Wealth
Minnesota
$202K – – –
APA
2314
Astoria Portfolio Advisors
New York
$201K -$160K -1,389 -45%
TWM
2315
Topsail Wealth Management
North Carolina
$199K +$230 +2 +0.1%
GWP
2316
Gen-Wealth Partners
Michigan
$196K – – –
CVM
2317
Cheviot Value Management
California
$196K -$7.94K -69 -4%
MWM
2318
MGB Wealth Management
Texas
$194K – – –
Kayne Anderson Rudnick Investment Management
2319
Kayne Anderson Rudnick Investment Management
California
$188K – – –
RTL
2320
Red Tortoise LLC
Georgia
$184K – – –
JGIA
2321
Jackson Grant Investment Advisers
Connecticut
$183K – – –
IBOK
2322
Independence Bank of Kentucky
Kentucky
$182K -$7.94K -69 -4%
SIC
2323
SJS Investment Consulting
Ohio
$179K +$167K +1,455 +2,853%
BWM
2324
BigSur Wealth Management
Florida
$178K -$345K -3,000 -67%
AP
2325
Atwood & Palmer
Missouri
$178K +$115 +1 +0.1%