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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2001
KFG Wealth Management
Indiana
$356K +$15.1K +134 +4%
VWM
2002
Vermillion Wealth Management
Minnesota
$356K -$24.9K -221 -6%
RF
2003
Rossby Financial
Florida
$355K +$54.8K +486 +16%
EWM
2004
Elevatus Welath Management
New York
$355K +$113 +1 +0%
FFG
2005
Foundry Financial Group
New Hampshire
$355K -$134K -1,191 -26%
PCM
2006
Poehling Capital Management
Wisconsin
$355K – – –
IWN
2007
Independent Wealth Network
Iowa
$355K -$5.08K -45 -1%
IPAM
2008
Investment Partners Asset Management
New Jersey
$354K +$30.7K +272 +9%
PWMG
2009
Private Wealth Management Group
New Jersey
$352K +$1.13K +10 +0.3%
HFA
2010
High Falls Advisors
New York
$351K -$12.8K -113 -3%
DWP
2011
Daymark Wealth Partners
Ohio
$351K +$451 +4 +0.1%
DIA
2012
Davidson Investment Advisors
Montana
$350K -$63.9K -566 -14%
CWP
2013
Concord Wealth Partners
Virginia
$347K -$12.3K -109 -3%
SCM
2014
Sage Capital Management
New Jersey
$346K +$564 +5 +0.2%
DF
2015
Dunhill Financial
United Kingdom
$346K -$18.5K -164 -5%
FM
2016
Foster & Motley
Ohio
$345K -$4.63K -41 -1%
PWS
2017
Peloton Wealth Strategists
Indiana
$345K +$14.1K +125 +4%
PFA
2018
Portland Financial Advisors
New York
$345K -$47.7K -423 -11%
EHC
2019
Everett Harris & Co
California
$344K – – –
T
2020
Tableaux
Massachusetts
$342K -$14.6K -129 -4%
RCM
2021
RMR Capital Management
California
$342K – – –
WHCFA
2022
William Howard & Co Financial Advisors
Tennessee
$342K +$113 +1 +0%
FRA
2023
Frank Rimerman Advisors
California
$341K – – –
HCMT
2024
Highland Capital Management (Tennessee)
Tennessee
$341K -$17.6K -156 -5%
SWM
2025
Segment Wealth Management
Texas
$340K – – –
79 80
81
82 83