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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2451
Tradewinds Capital Management
Washington
$18.6K +$4.65K +45 +36%
MDCM
2452
Morgan Dempsey Capital Management
Wisconsin
$17.7K +$16.7K +162 New
GPFA
2453
Game Plan Financial Advisors
Ohio
$16.8K – – –
NEWAS
2454
N.E.W. Advisory Services
Wisconsin
$16.7K -$11.8K -114 -43%
NMG
2455
New Millennium Group
Utah
$16.4K – – –
BCM
2456
Boreal Capital Management
Florida
$16.4K +$15.5K +150 New
MSFP
2457
Mark Sheptoff Financial Planning
Connecticut
$16.1K – – –
FFA
2458
Frazier Financial Advisors
Ohio
$16K +$3.1K +30 +26%
KFO
2459
Kopp Family Office
Minnesota
$15.4K – – –
PWS
2460
Peterson Wealth Services
Utah
$15.3K – – –
HFS
2461
Hantz Financial Services
Michigan
$15K +$7.55K +73 +114%
VWWMG
2462
Vermillion & White Wealth Management Group
Pennsylvania
$14.9K – – –
BIM
2463
Breakwater Investment Management
Washington
$14.9K – – –
LFA
2464
Legend Financial Advisors
Pennsylvania
$14.2K +$13.4K +130 New
RCM
2465
Raleigh Capital Management
North Carolina
$13.8K -$2.48K -24 -16%
FGC
2466
Financial Gravity Companies
Texas
$13.5K +$12.7K +123 New
ACA
2467
Atlas Capital Advisors
Wyoming
$12.3K -$14.1K -136 -55%
BPAMU
2468
BTG Pactual Asset Management US
New York
$11.8K +$11.2K +108 New
WA
2469
WPG Advisers
Maryland
$11.6K +$3.2K +31 +41%
APW
2470
Atlantic Private Wealth
North Carolina
$11.3K +$827 +8 +8%
TIM
2471
Total Investment Management
Arizona
$11.3K +$10.6K +103 New
CNBT
2472
Cornerstone National Bank & Trust
Illinois
$11.1K – – –
FUBT
2473
First United Bank & Trust
Maryland
$10.4K – – –
PAIM
2474
Punch & Associates Investment Management
Minnesota
$10.2K – – –
PP
2475
PFS Partners
New Jersey
$9.47K +$103 +1 +1%