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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
2026
Woodstock Corp
Massachusetts
$429K -$736K -5,797 -63%
MFP
2027
Meramec Financial Planners
Missouri
$428K -$57K -449 -13%
PFA
2028
Petra Financial Advisors
Colorado
$426K
OWM
2029
Orgel Wealth Management
Wisconsin
$426K -$3.43K -27 -0.8%
DWM
2030
DKM Wealth Management
California
$425K -$40K -315 -8%
BTD
2031
BankPlus Trust Department
Mississippi
$424K
PNFS
2032
PW Nova Financial Services
Pennsylvania
$424K +$433K +3,411 New
MFGM
2033
Marshall Financial Group (Maryland)
Maryland
$424K -$230K -1,813 -35%
FM
2034
Foster & Motley
Ohio
$422K +$8.38K +66 +2%
PCM
2035
Poehling Capital Management
Wisconsin
$422K
BI
2036
Ballast Inc
Kentucky
$420K
PWMG
2037
Private Wealth Management Group
New Jersey
$418K +$1.27K +10 +0.3%
LA
2038
LexAurum Advisors
Kansas
$418K +$427K +3,363 New
WHG
2039
Westwood Holdings Group
Texas
$418K -$140K -1,099 -25%
PA
2040
PSI Advisors
Florida
$417K
TMWM
2041
Taylor & Morgan Wealth Management
Michigan
$417K -$5.72K -45 -1%
B
2042
Bensler
Washington
$415K
IWN
2043
Independent Wealth Network
Iowa
$414K -$3.81K -30 -0.9%
CFA
2044
Capstone Financial Advisors
Illinois
$414K -$20.5K -161 -5%
FEG
2045
Fund Evaluation Group
Ohio
$414K
SCA
2046
Stonebridge Capital Advisors
Minnesota
$413K -$2.16K -17 -0.5%
First Trust Advisors
2047
First Trust Advisors
Illinois
$412K -$170K -1,335 -29%
TAM
2048
TCP Asset Management
Ohio
$412K
RCM
2049
Radnor Capital Management
Pennsylvania
$411K
SWTS
2050
Stonehaven Wealth & Tax Solutions
Wisconsin
$411K -$6.86K -54 -2%