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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Sugarloaf Wealth Management
Georgia
$304K +$678 +6 +0.2%
IP
2002
Investment Partners
Ohio
$304K +$113 +1 +0%
GAG
2003
GM Advisory Group
New York
$304K +$1.02K +9 +0.3%
CAMG
2004
CWA Asset Management Group
Florida
$303K +$293K +2,592 New
CWM
2005
Collaborative Wealth Management
Florida
$302K -$7.46K -66 -2%
SMH
2006
Sanders Morris Harris
Texas
$302K – – –
PWM
2007
Paulson Wealth Management
Illinois
$301K -$197K -1,740 -40%
SJGA
2008
Stephen J. Garry & Associates
New York
$300K -$22.6K -200 -7%
CW
2009
Code Waechter
Florida
$300K +$289K +2,562 New
ULWM
2010
Upper Left Wealth Management
Florida
$299K -$5.76K -51 -2%
GA
2011
Geller Advisors
New York
$299K +$289K +2,555 New
QP
2012
Quartz Partners
New York
$298K +$288K +2,550 New
KWM
2013
Kaydan Wealth Management
Michigan
$298K +$3.95K +35 +1%
SHGA
2014
Sand Hill Global Advisors
California
$296K – – –
CWA
2015
Clearview Wealth Advisors
Oregon
$296K -$113 -1 -0%
SFC
2016
Strategic Financial Concepts
Texas
$295K -$110K -974 -28%
GWSG
2017
GPS Wealth Strategies Group
Colorado
$295K +$88.5K +783 +45%
ACIM
2018
Azimuth Capital Investment Management
Michigan
$295K +$678 +6 +0.2%
CFG
2019
Clayton Financial Group
Missouri
$294K +$284K +2,517 New
IC
2020
Iconiq Capital
California
$294K +$1.24K +11 +0.4%
TCOTS
2021
Trust Company of the South
North Carolina
$293K +$339 +3 +0.1%
WAG
2022
Wallace Advisory Group
California
$292K – – –
CA
2023
Calton & Associates
Florida
$292K +$282K +2,498 New
WRPWM
2024
Werba Rubin Papier Wealth Management
California
$292K +$282K +2,498 New
FG
2025
Fairman Group
Pennsylvania
$291K -$14.7K -130 -5%
79 80
81
82 83