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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2351
BCGM Wealth Management
Indiana
$250K +$10.8K +85 +4%
CC
2352
Chicago Capital
Illinois
$249K -$34.6K -272 -12%
EA
2353
Eclectic Associates
California
$249K +$762 +6 +0.3%
QC
2354
Quent Capital
New York
$249K +$45.4K +357 +22%
CI
2355
Corient IA
Florida
$249K +$254K +2,000 New
RW
2356
Rockport Wealth
Ohio
$248K -$494K -3,892 -66%
TPWA
2357
Twin Peaks Wealth Advisors
California
$248K +$2.79K +22 +1%
KWM
2358
KFG Wealth Management
Indiana
$248K +$1.27K +10 +0.5%
RSEWM
2359
River's Edge Wealth Management
Pennsylvania
$248K -$8.51K -67 -4%
IWMO
2360
Integrated Wealth Management (Ohio)
Ohio
$248K -$98.2K -773 -28%
NWA
2361
Navis Wealth Advisors
New York
$247K -$29.7K -234 -11%
GWAM
2362
Guardian Wealth Advisors (Minnesota)
Minnesota
$247K +$254 +2 +0.1%
WW
2363
Winnow Wealth
Texas
$246K +$225K +1,769 +842%
CPCM
2364
Cardinal Point Capital Management
Ontario, Canada
$245K +$127 +1 +0.1%
CT
2365
Clearstead Trust
Maine
$245K -$19.7K -155 -7%
BP
2366
BBR Partners
New York
$244K
RWM
2367
Revisor Wealth Management
Ohio
$243K
OPF
2368
Old Peak Finance
North Carolina
$243K
CBTWT
2369
Community Bank & Trust (Waco, Texas)
Texas
$242K
BBFA
2370
Brindle & Bay Financial Advisors
Texas
$242K -$7.88K -62 -3%
CCG
2371
Catalina Capital Group
California
$242K +$381 +3 +0.2%
HP
2372
Hilltop Partners
Indiana
$241K +$25.3K +199 +11%
PWP
2373
Prasad Wealth Partners
Ohio
$241K +$16.1K +127 +7%
DLCIG
2374
D.L. Carlson Investment Group
New Hampshire
$241K +$4.57K +36 +2%
TCOTS
2375
Trust Company of the South
North Carolina
$240K -$6.22K -49 -2%