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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
2026
Murphy Middleton Hinkle & Parker
Georgia
$338K – – –
Webster Bank
2027
Webster Bank
Connecticut
$338K – – –
CWP
2028
Core Wealth Partners
California
$337K +$20.2K +176 +7%
WB
2029
West Bancorporation
Iowa
$337K +$57.8K +503 +22%
SEP
2030
Southland Equity Partners
Missouri
$337K -$13.1K -114 -4%
Woodmont Investment Counsel
2031
Woodmont Investment Counsel
Tennessee
$337K -$13.5K -117 -4%
IIL
2032
Insight Inv LLC
California
$336K – – –
SIM
2033
Sterling Investment Management
Arizona
$336K -$17K -148 -5%
Financial Consulate
2034
Financial Consulate
Maryland
$336K +$325K +2,826 New
TRIA
2035
Trail Ridge Investment Advisors
Colorado
$335K +$23.1K +201 +8%
MAG
2036
M3 Advisory Group
Massachusetts
$335K -$3.45K -30 -1%
OPWM
2037
Oxinas Partners Wealth Management
Indiana
$334K -$18.5K -161 -5%
4A
2038
4Wealth Advisors
Illinois
$332K +$73K +635 +29%
SMH
2039
Sanders Morris Harris
Texas
$332K -$4.48K -39 -1%
CWM
2040
Copia Wealth Management
Oregon
$332K +$45K +391 +16%
EGA
2041
E&G Advisors
Texas
$331K +$34.5K +300 +12%
DWM
2042
Denver Wealth Management
Colorado
$331K +$10.6K +92 +3%
NCG
2043
Newport Capital Group
New Jersey
$330K +$115 +1 +0%
SNS Financial Group
2044
SNS Financial Group
Minnesota
$330K – – –
Rothschild Investment LLC
2045
Rothschild Investment LLC
Illinois
$330K – – –
AA Financial Advisors
2046
AA Financial Advisors
Ohio
$329K -$2.64K -23 -0.8%
VPF
2047
Vantage Point Financial
Illinois
$329K – – –
OWA
2048
Opal Wealth Advisors
New York
$328K – – –
Mayport LLC
2049
Mayport LLC
Massachusetts
$328K – – –
VAM
2050
Virtue Asset Management
Illinois
$328K +$318K +2,761 New