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Ishares Tr msci usa smlcp shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $747k 9.9k 75.49

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View all positions for Great Valley Advisor Group

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Ameriprise Financial
Advance Capital Management
LPL Financial
ValMark Advisers
Bank of America Corporation
Acropolis Investment Management
Cetera Investment Advisers
Vantagepoint Investment Advisers
HighTower Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Financial Management Professionals
Modern Wealth Management
Bsc Private Wealth Management

View all funds holding Ishares Tr msci usa smlcp