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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
HZ
2001
Hixon Zuercher
Ohio
$542K – – –
TMWM
2002
Taylor & Morgan Wealth Management
Michigan
$541K +$41K +299 +9%
RBC
2003
Roble Belko & Company
Pennsylvania
$541K – – –
SA
2004
Sovran Advisors
California
$541K -$7.82K -57 -2%
HWM
2005
Howard Wealth Management
Connecticut
$539K -$11.3K -82 -2%
BFC
2006
Bedel Financial Consulting
Indiana
$537K -$80.4K -586 -14%
PA
2007
PSI Advisors
Florida
$536K +$35.8K +261 +8%
WWMSC
2008
Wagner Wealth Management (South Carolina)
South Carolina
$536K +$77.5K +565 +19%
LF
2009
LifeSteps Financial
California
$534K -$21.4K -156 -4%
SWTS
2010
Stonehaven Wealth & Tax Solutions
Wisconsin
$533K +$39.9K +291 +9%
EFG
2011
Everhart Financial Group
Ohio
$533K +$12.2K +89 +3%
RDWM
2012
Red Door Wealth Management
Tennessee
$532K -$686 -5 -0.1%
ST
2013
Somerset Trust
Pennsylvania
$531K -$13.7K -100 -3%
CWP
2014
CFM Wealth Partners
Texas
$531K – – –
PMG
2015
Private Management Group
California
$530K +$3.29K +24 +0.7%
TCM
2016
Traub Capital Management
Massachusetts
$528K +$2.06K +15 +0.4%
BWP
2017
BlueStem Wealth Partners
Minnesota
$526K -$19.4K -141 -4%
CWA
2018
Crux Wealth Advisors
California
$525K +$1.37K +10 +0.3%
EV
2019
EJMK Ventures
Illinois
$524K -$60.2K -439 -11%
WAG
2020
Wiser Advisor Group
Arizona
$521K +$1.51K +11 +0.3%
WG
2021
Wellington Group
Indiana
$520K -$7.27K -53 -1%
AWA
2022
Asempa Wealth Advisors
Louisiana
$520K +$686 +5 +0.1%
SFP
2023
Shepherd Financial Partners
Massachusetts
$519K – – –
KIA
2024
KCM Investment Advisors
California
$519K -$10.7K -78 -2%
RWFS
2025
Rayburn West Financial Services
Tennessee
$519K – – –
79 80
81
82 83