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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
2001
Prostatis Group
Maryland
– -$311K -3,370 Closed
AIA
2002
Avalon Investment & Advisory
Texas
– -$310K -3,358 Closed
OBWP
2003
O'Brien Wealth Partners
Massachusetts
– -$306K -3,310 Closed
PTP
2004
Platform Technology Partners
New York
– -$287K -3,105 Closed
BWA
2005
Blodgett Wealth Advisors
California
– -$267K -2,890 Closed
SPWM
2006
Schrum Private Wealth Management
Florida
– -$257K -2,782 Closed
DPI
2007
Diversified Portfolios Inc
Michigan
– -$254K -2,754 Closed
GC
2008
Gratus Capital
Georgia
– -$245K -2,647 Closed
FG
2009
Foster Group
Iowa
– -$244K -2,642 Closed
HC
2010
Hamilton Capital
Ohio
– -$241K -2,606 Closed
JWM
2011
JFG Wealth Management
Colorado
– -$237K -2,574 Closed
SWIM
2012
Smallwood Wealth Investment Management
New Jersey
– -$237K -2,570 Closed
FSG
2013
Financial Strategies Group
Michigan
– -$232K -2,516 Closed
BMWM
2014
Brown Miller Wealth Management
Virginia
– -$229K -2,480 Closed
WAM
2015
Weatherly Asset Management
California
– -$225K -2,432 Closed
GG
2016
GenWealth Group
New Jersey
– -$223K -2,413 Closed
SLG
2017
Stanley-Laman Group
Pennsylvania
– -$219K -2,370 Closed
MSCM
2018
McElhenny Sheffield Capital Management
Texas
– -$218K -2,354 Closed
CWA
2019
Clarity Wealth Advisors
California
– -$215K -2,333 Closed
OWM
2020
OneAscent Wealth Management
Alabama
– -$216K -2,332 Closed
TCWM
2021
Total Clarity Wealth Management
Illinois
– -$214K -2,316 Closed
SWA
2022
SFMG Wealth Advisors
Texas
– -$213K -2,310 Closed
BG
2023
Benedetti & Gucer
Georgia
– -$214K -2,308 Closed
MCWA
2024
Meadow Creek Wealth Advisors
Georgia
– -$213K -2,306 Closed
WAOTB
2025
Wealth Advisors of Tampa Bay
Florida
– -$212K -2,298 Closed
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81
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