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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
2001
Red Door Wealth Management
Tennessee
$532K -$686 -5 -0.1%
ST
2002
Somerset Trust
Pennsylvania
$531K -$13.7K -100 -3%
CWP
2003
CFM Wealth Partners
Texas
$531K – – –
PMG
2004
Private Management Group
California
$530K +$3.29K +24 +0.7%
TCM
2005
Traub Capital Management
Massachusetts
$528K +$2.06K +15 +0.4%
BWP
2006
BlueStem Wealth Partners
Minnesota
$526K -$19.4K -141 -4%
CWA
2007
Crux Wealth Advisors
California
$525K +$1.37K +10 +0.3%
EV
2008
EJMK Ventures
Illinois
$524K -$60.2K -439 -11%
WAG
2009
Wiser Advisor Group
Arizona
$521K +$1.51K +11 +0.3%
WG
2010
Wellington Group
Indiana
$520K -$7.27K -53 -1%
AWA
2011
Asempa Wealth Advisors
Louisiana
$520K +$686 +5 +0.1%
SFP
2012
Shepherd Financial Partners
Massachusetts
$519K – – –
KIA
2013
KCM Investment Advisors
California
$519K -$10.7K -78 -2%
RWFS
2014
Rayburn West Financial Services
Tennessee
$519K – – –
CFP
2015
Cascade Financial Partners
California
$519K -$16.7K -122 -3%
TH
2016
Team Hewins
California
$516K – – –
CWM
2017
Castle Wealth Management
Florida
$514K +$42.3K +308 +10%
WH
2018
Willner & Heller
California
$512K -$823 -6 -0.2%
SCM
2019
Sterling Capital Management
North Carolina
$511K -$4.94K -36 -1%
PFA
2020
Petra Financial Advisors
Colorado
$508K – – –
TNB
2021
Thomasville National Bank
Georgia
$506K +$469K +3,415 New
WW
2022
Winnow Wealth
Texas
$506K +$197K +1,434 +72%
B
2023
Bensler
Washington
$505K +$8.78K +64 +2%
EHC
2024
Everett Harris & Co
California
$504K +$54.9K +400 +13%
TC
2025
Truvestments Capital
Florida
$503K +$42.4K +309 +10%
79 80
81
82 83