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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
2401
PDS Planning
Ohio
$229K +$239 +2 +0.1%
CAM
2402
Capital Asset Management
Colorado
$229K +$228K +1,904 New
KFA
2403
Kapstone Financial Advisors
Ohio
$229K +$9.45K +79 +4%
IBOK
2404
Independence Bank of Kentucky
Kentucky
$229K +$44.8K +375 +25%
WLPWM
2405
Walled Lake Planning & Wealth Management
Illinois
$228K +$957 +8 +0.4%
DLCIG
2406
D.L. Carlson Investment Group
New Hampshire
$228K
MO
2407
McMillan Office
Michigan
$228K +$227K +1,900 New
WFA
2408
Wells Financial Advisors
Massachusetts
$228K -$209K -1,744 -48%
LCG
2409
Lakeshore Capital Group
Illinois
$227K -$478 -4 -0.2%
NIM
2410
Nicollet Investment Management
Minnesota
$227K
APWA
2411
Atlas Private Wealth Advisors
New Jersey
$226K +$837 +7 +0.4%
AWP
2412
Ascent Wealth Partners
New York
$226K
LF
2413
LifePlan Financial
Minnesota
$225K -$7.06K -59 -3%
HFS
2414
Hughes Financial Services
Virginia
$225K -$2.51K -21 -1%
LB
2415
Legacy Bridge
Iowa
$225K
SA
2416
SPWM Advisors
Michigan
$224K +$223K +1,868 New
NPAN
2417
Northeast Planning Associates NH
New Hampshire
$224K
KF
2418
Krilogy Financial
Missouri
$224K -$2.75K -23 -1%
LIA
2419
LS Investment Advisors
Michigan
$224K -$11.8K -99 -5%
4WM
2420
4J Wealth Management
Virginia
$224K -$10.3K -86 -4%
HFS
2421
Heritage Financial Services
Massachusetts
$223K -$28.1K -235 -11%
IP
2422
Isthmus Partners
Wisconsin
$223K +$222K +1,859 New
PWS
2423
Proactive Wealth Strategies
Georgia
$223K +$4.19K +35 +2%
OAG
2424
Oakmont Advisory Group
New Mexico
$223K +$222K +1,855 New
MCM
2425
Morton Capital Management
California
$222K