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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
2026
Independent Wealth Network
Iowa
$396K -$10.9K -91 -3%
LWA
2027
Lifelong Wealth Advisors
Minnesota
$396K +$411K +3,436 New
CWP
2028
Concord Wealth Partners
Virginia
$395K -$38K -318 -8%
WAG
2029
Winthrop Advisory Group
Massachusetts
$395K -$10.5K -88 -3%
CP
2030
Clarendon Private
Massachusetts
$394K +$408K +3,419 New
HCMT
2031
Highland Capital Management (Tennessee)
Tennessee
$394K +$35.2K +295 +9%
FWI
2032
Facet Wealth Inc
Maryland
$393K -$183K -1,532 -31%
NFG
2033
Nadler Financial Group
Illinois
$392K
T
2034
Tableaux
Massachusetts
$392K +$407K +3,404 New
DWA
2035
Douglass Winthrop Advisors
New York
$392K +$33.3K +279 +9%
LFA
2036
Legacy Financial Advisors
Kentucky
$392K -$88.8K -743 -18%
KB
2037
Kimelman & Baird
New York
$392K
EWM
2038
Elevatus Welath Management
New York
$391K -$19.2K -161 -5%
FAG
2039
Fortitude Advisory Group
Washington
$391K +$1.43K +12 +0.4%
PCM
2040
Poehling Capital Management
Wisconsin
$391K
HCC
2041
Hirtle Callaghan & Co
Pennsylvania
$390K +$40K +335 +11%
CA
2042
CGN Advisors
Kansas
$389K +$133K +1,115 +49%
WWP
2043
WR Wealth Planners
Missouri
$389K -$67K -561 -14%
HDIM
2044
Hanson & Doremus Investment Management
Vermont
$388K +$22.1K +185 +6%
PWMG
2045
Private Wealth Management Group
New Jersey
$386K
DWP
2046
Daymark Wealth Partners
Ohio
$386K -$15.8K -132 -4%
PWM
2047
Penobscot Wealth Management
Maine
$386K +$6.21K +52 +2%
SSWM
2048
Smith Salley Wealth Management
North Carolina
$385K +$119 +1 +0%
FM
2049
Foster & Motley
Ohio
$384K +$717 +6 +0.2%
SMAM
2050
Sugar Maple Asset Management
Wisconsin
$382K -$158K -1,324 -29%