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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
2026
Loomis, Sayles & Company
Massachusetts
$35K -$6.39K -64 -15%
CMP
2027
Coston McIsaac & Partners
Maine
$32K
PCTC
2028
Perkins Coie Trust Company
Washington
$31.9K
CICI
2029
Capital Investment Counsel Inc
North Carolina
$31.3K +$33.2K +332 New
HWA
2030
Heritage Wealth Advisors
Virginia
$30.6K
DMKJ
2031
David M. Knott Jr
$30K
PK
2032
Pflug Koory
Nebraska
$29.7K
BFA
2033
BBJS Financial Advisors
Washington
$28.1K
RTC
2034
Riverview Trust Company
Washington
$28K
PGAM
2035
Princeton Global Asset Management
New Jersey
$27.8K
BCPWM
2036
Bradley & Co Private Wealth Management
Florida
$27.4K
APW
2037
Atlantic Private Wealth
North Carolina
$24.8K +$17.1K +171 +186%
GWM
2038
Grand Wealth Management
Michigan
$24.8K
FMB
2039
Field & Main Bank
Kentucky
$24.1K
LFA
2040
Level Financial Advisors
New York
$24K -$6.69K -67 -21%
MFG
2041
Mendota Financial Group
Wisconsin
$24K
JWM
2042
Janiczek Wealth Management
Colorado
$23.6K
PFSC
2043
Peoples Financial Services Corp
Pennsylvania
$23.6K
HFS
2044
Hantz Financial Services
Michigan
$23K
FCMT
2045
Founders Capital Management (Texas)
Texas
$22K -$54.1K -542 -70%
RG
2046
Retirement Group
California
$21.7K -$19.6K -196 -46%
PP
2047
PFS Partners
New Jersey
$21K -$2.5K -25 -10%
LJHT
2048
Laurie J. Hall Trustee
$21K
SFC
2049
SYM Financial Corp
Indiana
$19.3K +$9.89K +99 +93%
BL
2050
Balentine LLC
Georgia
$18.8K