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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
2001
Morton Brown Family Wealth
Pennsylvania
$91.8K -$16.3K -170 -15%
DJSG
2002
D.J. St. Germain
Massachusetts
$91.3K +$92.6K +965 New
RWM
2003
Raffa Wealth Management
District of Columbia
$91.1K – – –
DCM
2004
Disciplina Capital Management
Tennessee
$89.8K -$6.33K -66 -7%
JGIA
2005
Jackson Grant Investment Advisers
Connecticut
$88.8K +$384 +4 +0.4%
MIM
2006
MTM Investment Management
South Carolina
$88.4K – – –
MWM
2007
MinichMacGregor Wealth Management
New York
$85.7K +$86.9K +906 New
TSW
2008
Thompson Siegel & Walmsley
Virginia
$82K – – –
SFCL
2009
Strengthening Families & Communities LLC
Massachusetts
$79K +$384 +4 +0.5%
APW
2010
Acima Private Wealth
Virginia
$78.6K – – –
GWSA
2011
Global Wealth Strategies & Associates
Colorado
$78.5K +$79.5K +829 New
TAIM
2012
TD Ameritrade Investment Management
Nebraska
$77K -$25.6K -267 -25%
CYG
2013
Clean Yield Group
Vermont
$75.7K – – –
MPCL
2014
My Personal CFO LLC
Washington
$75K +$76K +792 New
GWANC
2015
Guardian Wealth Advisors (North Carolina)
North Carolina
$74.2K +$1.34K +14 +2%
CA
2016
Corrado Advisors
New Jersey
$71.2K +$72.1K +752 New
BCV
2017
Banque Cantonale Vaudoise
Switzerland
$70K – – –
OSNBOA
2018
Old Second National Bank of Aurora
Illinois
$69.5K – – –
WAG
2019
Windsor Advisory Group
Ohio
$68.7K +$69.5K +725 New
QC
2020
Quent Capital
New York
$65.6K – – –
MFA
2021
Morling Financial Advisors
California
$64.2K -$384 -4 -0.6%
SFC
2022
SYM Financial Corp
Indiana
$64K +$18.7K +195 +41%
SC
2023
Stephens Consulting
Michigan
$63.9K -$1.73K -18 -3%
BCA
2024
Bray Capital Advisors
Florida
$62.9K – – –
GFWA
2025
Grey Fox Wealth Advisors
Delaware
$61.9K +$62.7K +654 New
79 80
81
82 83