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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2001
Octavia Wealth Advisors
Ohio
$414K -$358 -3 -0.1%
BBPWM
2002
Blue Bell Private Wealth Management
Pennsylvania
$414K +$24K +201 +6%
KIA
2003
KCM Investment Advisors
California
$411K +$20.7K +173 +5%
LA
2004
LexAurum Advisors
Kansas
$410K -$19.6K -164 -4%
COFSG
2005
Carbahal Olsen Financial Services Group
California
$409K +$425K +3,554 New
CWP
2006
CFM Wealth Partners
Texas
$409K – – –
FCA
2007
Fortis Capital Advisors
Kansas
$409K -$1.06M -8,881 -72%
GWM
2008
GDS Wealth Management
Texas
$409K +$46.8K +392 +12%
HWM
2009
Howard Wealth Management
Connecticut
$408K – – –
AWA
2010
Archvest Wealth Advisors
California
$408K -$44K -368 -9%
HFM
2011
Hartford Financial Management
Connecticut
$407K +$6.57K +55 +2%
CFO
2012
Collective Family Office
Pennsylvania
$405K -$1.79K -15 -0.4%
SAM
2013
Strategy Asset Managers
California
$404K -$24.1K -202 -5%
PFA
2014
Petra Financial Advisors
Colorado
$403K +$119 +1 +0%
WQ
2015
Wealth Quarterback
New Jersey
$403K -$24.9K -208 -6%
NA
2016
Nautilus Advisors
California
$402K +$417K +3,490 New
DWM
2017
Diversify Wealth Management
Utah
$401K +$74.2K +621 +21%
RLWM
2018
RF&L Wealth Management
Massachusetts
$401K – – –
EFN
2019
Equita Financial Network
Pennsylvania
$401K +$66.8K +559 +19%
DF
2020
Dunhill Financial
United Kingdom
$400K +$39.2K +328 +10%
HFA
2021
High Falls Advisors
New York
$400K -$84.3K -706 -17%
PMG
2022
Private Management Group
California
$400K -$16.2K -136 -4%
SFSG
2023
Sound Financial Strategies Group
Mississippi
$399K -$47.8K -400 -10%
MSRPS
2024
Maryland State Retirement & Pension System
Maryland
$398K -$729K -6,102 -64%
MWP
2025
MYCIO Wealth Partners
Pennsylvania
$396K +$411K +3,440 New
79 80
81
82 83