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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
2001
GLOBALT Investments
Georgia
$252K +$224K +2,327 New
CIS
2002
Connors Investor Services
Pennsylvania
$251K -$3.37K -35 -1%
AF
2003
Apollon Financial
South Carolina
$251K +$223K +2,318 New
SWM
2004
Sugarloaf Wealth Management
Georgia
$250K +$386 +4 +0.2%
SPW
2005
Sonoma Private Wealth
California
$250K +$223K +2,309 New
RJTCONH
2006
Raymond James Trust Company of New Hampshire
New Hampshire
$250K +$386 +4 +0.2%
BWP
2007
Bernardo Wealth Planning
Pennsylvania
$247K -$14.2K -147 -6%
KWM
2008
Kaydan Wealth Management
Michigan
$247K +$4.43K +46 +2%
MFS
2009
Madrona Financial Services
Washington
$247K -$19.2K -199 -8%
MWA
2010
Meridian Wealth Advisors
Texas
$246K +$193 +2 +0.1%
LWP
2011
LMG Wealth Partners
Louisiana
$246K +$4.53K +47 +2%
BBPWM
2012
Blue Bell Private Wealth Management
Pennsylvania
$246K +$32K +332 +17%
SC
2013
Scotia Capital
Ontario, Canada
$245K +$6.84K +71 +3%
CBTWT
2014
Community Bank & Trust (Waco, Texas)
Texas
$243K -$26K -270 -11%
PCMF
2015
Private Capital Management (Florida)
Florida
$243K +$216K +2,244 New
BDFN
2016
Bond & Devick Financial Network
Minnesota
$242K -$86.4K -897 -29%
AFP
2017
Ausdal Financial Partners
Iowa
$242K -$22.2K -230 -9%
GF
2018
Gries Financial
Ohio
$242K +$216K +2,239 New
BWM
2019
BNC Wealth Management
Oregon
$242K +$9.93K +103 +5%
NCM
2020
Northwest Capital Management
Oregon
$242K +$7.42K +77 +4%
CT
2021
Clearstead Trust
Maine
$241K +$13.8K +143 +7%
PIFP
2022
Partners in Financial Planning
Virginia
$241K +$289 +3 +0.1%
CAMG
2023
CWA Asset Management Group
Florida
$241K +$214K +2,222 New
APP
2024
Avantax Planning Partners
Iowa
$240K +$214K +2,217 New
ZIG
2025
Zullo Investment Group
Pennsylvania
$240K -$29.4K -305 -12%
79 80
81
82 83