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Ishares Tr msci usa smlcp shares owned by ProVise Management Group

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

Historical chart of ProVise Management 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 ProVise Management 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 3.0k 74.88

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View all positions for ProVise Management Group

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Ameriprise Financial
LPL Financial
ValMark Advisers
Acropolis Investment Management
Vantagepoint Investment Advisers
Cetera Investment Advisers
HighTower Advisors
Financial Management Professionals
Modern Wealth Management
BlackRock
Bsc Private Wealth Management
Ullmann Financial
Cornerstone Planning Group

View all funds holding Ishares Tr msci usa smlcp