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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2001
Manchester Financial
California
– -$5.44M -50,451 Closed
PA
2002
Paragon Advisors
Texas
– -$5.28M -48,899 Closed
TSA
2003
Tri-Star Advisors
Texas
– -$4.83M -48,266 Closed
MAC
2004
Mason & Associates (California)
California
– -$4.79M -44,424 Closed
CWG
2005
Cornerstone Wealth Group
North Carolina
– -$4.76M -44,115 Closed
N
2006
Natixis
France
– -$4.43M -41,075 Closed
FFA
2007
Freedman Financial Associates
Massachusetts
– -$4.21M -38,795 Closed
LWMNY
2008
Landmark Wealth Management (New York)
New York
– -$3.66M -33,886 Closed
PAG
2009
Paladin Advisory Group
Iowa
– -$3.22M -32,379 Closed
PWS
2010
Paragon Wealth Strategies
Florida
– -$3.42M -31,670 Closed
LWM
2011
Liberty Wealth Management
California
– -$2.8M -25,935 Closed
LWM
2012
Lionsbridge Wealth Management
Florida
– -$2.42M -22,421 Closed
BWM
2013
BT Wealth Management
Georgia
– -$2.22M -20,592 Closed
WF
2014
Williams Financial
Vermont
– -$1.97M -18,263 Closed
CAM
2015
Concorde Asset Management
Michigan
– -$1.91M -17,684 Closed
4WM
2016
4J Wealth Management
Virginia
– -$1.66M -15,415 Closed
ADL
2017
Asset Dedication LLC
California
– -$1.56M -14,511 Closed
LB
2018
Leo Brokerage
Texas
– -$1.38M -12,803 Closed
SAM
2019
Strategy Asset Managers
California
– -$1.11M -10,251 Closed
AMBIA
2020
Allen Mooney & Barnes Investment Advisors
Georgia
– -$1.07M -9,901 Closed
BWA
2021
Burt Wealth Advisors
Maryland
– -$1.01M -9,344 Closed
CTFG
2022
Capstone Triton Financial Group
Oklahoma
– -$899K -8,984 Closed
CA
2023
Calton & Associates
Florida
– -$898K -8,328 Closed
RW
2024
Rede Wealth
Virginia
– -$812K -7,525 Closed
SFO
2025
Standard Family Office
South Dakota
– -$809K -7,500 Closed
79 80
81
82 83