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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
2451
Cornerstone Financial Management
Massachusetts
$259K -$18K -131 -7%
TF
2452
TME Financial
California
$259K +$1.78K +13 +0.8%
BWM
2453
BCO Wealth Management
New Mexico
$259K – – –
HNW
2454
High Note Wealth
Minnesota
$258K – – –
RB
2455
Rodgers Brothers
Pennsylvania
$258K +$239K +1,739 New
DA
2456
Drake & Associates
Wisconsin
$257K +$238K +1,736 New
BDPWM
2457
Barnes Dennig Private Wealth Management
Ohio
$257K +$14.7K +107 +7%
AR
2458
Altar Rock
New York
$256K +$137 +1 +0.1%
SO
2459
Sierra Ocean
California
$256K -$549 -4 -0.2%
ODA
2460
One Degree Advisors
California
$256K +$10.2K +74 +4%
PCG
2461
Prosperity Consulting Group
Maryland
$255K +$236K +1,721 New
TWM
2462
Topsail Wealth Management
North Carolina
$255K +$5.21K +38 +2%
IIL
2463
Insight Inv LLC
California
$255K -$13.7K -100 -6%
GWA
2464
Gutierrez Wealth Advisory
Arkansas
$254K +$11.9K +87 +5%
MP
2465
McDonald Partners
Ohio
$253K – – –
GG
2466
GenWealth Group
New Jersey
$253K -$45K -328 -16%
DWM
2467
Dopkins Wealth Management
New York
$253K – – –
RIP
2468
RAM Investment Partners
Washington
$252K – – –
KDA
2469
Kraft Davis & Associates
Missouri
$252K -$11.8K -86 -5%
KJWM
2470
Kiley Juergens Wealth Management
Washington
$252K +$2.47K +18 +1%
GWL
2471
Generations Wealth LLC
Ohio
$252K +$233K +1,697 New
LF
2472
LifePlan Financial
Minnesota
$251K -$9.74K -71 -4%
SF
2473
Steffes Financial
Kansas
$251K +$6.31K +46 +3%
AGP
2474
Aspire Growth Partners
Florida
$251K +$2.75K +20 +1%
WW
2475
Waterfront Wealth
Kansas
$251K -$27K -197 -10%