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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBW
2026
Hazlett, Burt & Watson
West Virginia
$35K -$218K -2,180 -85%
RDIA
2027
RE Dickinson Investment Advisors
Iowa
$35K -$7.69K -77 -17%
Loomis, Sayles & Company
2028
Loomis, Sayles & Company
Massachusetts
$35K -$6.39K -64 -15%
CMP
2029
Coston McIsaac & Partners
Maine
$32K – – –
PCTC
2030
Perkins Coie Trust Company
Washington
$31.9K – – –
CICI
2031
Capital Investment Counsel Inc
North Carolina
$31.3K +$33.2K +332 New
HWA
2032
Heritage Wealth Advisors
Virginia
$30.6K – – –
DMKJ
2033
David M. Knott Jr
$30K – – –
PK
2034
Pflug Koory
Nebraska
$29.7K – – –
BFA
2035
BBJS Financial Advisors
Washington
$28.1K – – –
RTC
2036
Riverview Trust Company
Washington
$28K – – –
PGAM
2037
Princeton Global Asset Management
New Jersey
$27.8K – – –
BCPWM
2038
Bradley & Co Private Wealth Management
Florida
$27.4K – – –
APW
2039
Atlantic Private Wealth
North Carolina
$24.8K +$17.1K +171 +186%
GWM
2040
Grand Wealth Management
Michigan
$24.8K – – –
FMB
2041
Field & Main Bank
Kentucky
$24.1K – – –
LFA
2042
Level Financial Advisors
New York
$24K -$6.69K -67 -21%
MFG
2043
Mendota Financial Group
Wisconsin
$24K – – –
JWM
2044
Janiczek Wealth Management
Colorado
$23.6K – – –
PFSC
2045
Peoples Financial Services Corp
Pennsylvania
$23.6K – – –
HFS
2046
Hantz Financial Services
Michigan
$23K – – –
FCMT
2047
Founders Capital Management (Texas)
Texas
$22K -$54.1K -542 -70%
RG
2048
Retirement Group
California
$21.7K -$19.6K -196 -46%
PP
2049
PFS Partners
New Jersey
$21K -$2.5K -25 -10%
LJHT
2050
Laurie J. Hall Trustee
$21K – – –