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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
2001
O'Brien Wealth Partners
Massachusetts
– -$306K -3,310 Closed
PTP
2002
Platform Technology Partners
New York
– -$287K -3,105 Closed
BWA
2003
Blodgett Wealth Advisors
California
– -$267K -2,890 Closed
SPWM
2004
Schrum Private Wealth Management
Florida
– -$257K -2,782 Closed
DPI
2005
Diversified Portfolios Inc
Michigan
– -$254K -2,754 Closed
GC
2006
Gratus Capital
Georgia
– -$245K -2,647 Closed
FG
2007
Foster Group
Iowa
– -$244K -2,642 Closed
HC
2008
Hamilton Capital
Ohio
– -$241K -2,606 Closed
JWM
2009
JFG Wealth Management
Colorado
– -$237K -2,574 Closed
SWIM
2010
Smallwood Wealth Investment Management
New Jersey
– -$237K -2,570 Closed
FSG
2011
Financial Strategies Group
Michigan
– -$232K -2,516 Closed
BMWM
2012
Brown Miller Wealth Management
Virginia
– -$229K -2,480 Closed
WAM
2013
Weatherly Asset Management
California
– -$225K -2,432 Closed
GG
2014
GenWealth Group
New Jersey
– -$223K -2,413 Closed
SLG
2015
Stanley-Laman Group
Pennsylvania
– -$219K -2,370 Closed
MSCM
2016
McElhenny Sheffield Capital Management
Texas
– -$218K -2,354 Closed
CWA
2017
Clarity Wealth Advisors
California
– -$215K -2,333 Closed
OWM
2018
OneAscent Wealth Management
Alabama
– -$216K -2,332 Closed
TCWM
2019
Total Clarity Wealth Management
Illinois
– -$214K -2,316 Closed
SWA
2020
SFMG Wealth Advisors
Texas
– -$213K -2,310 Closed
BG
2021
Benedetti & Gucer
Georgia
– -$214K -2,308 Closed
MCWA
2022
Meadow Creek Wealth Advisors
Georgia
– -$213K -2,306 Closed
WAOTB
2023
Wealth Advisors of Tampa Bay
Florida
– -$212K -2,298 Closed
LA
2024
Lifeworks Advisors
Michigan
– -$212K -2,297 Closed
CA
2025
Carson Advisory
Georgia
– -$212K -2,294 Closed
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