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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
$343K -$48.6K -470 -13%
HAP
2002
Harbor Asset Planning
Massachusetts
$342K +$323K +3,127 New
WWA
2003
Wingate Wealth Advisors
Massachusetts
$339K -$96.5K -934 -23%
HIS
2004
Horizon Investment Services
Indiana
$338K – – –
CWA
2005
Clarity Wealth Advisors
California
$338K +$3.1K +30 +1%
DS
2006
DRW Securities
Illinois
$336K +$318K +3,076 New
AGP
2007
Aspire Growth Partners
Florida
$335K +$1.14K +11 +0.4%
MCA
2008
Midwest Capital Advisors
Michigan
$334K -$493K -4,767 -61%
MPI
2009
Mairs & Power Inc
Minnesota
$334K +$114K +1,107 +57%
SCM
2010
Sollinda Capital Management
Florida
$333K +$315K +3,047 New
AFP
2011
Ausdal Financial Partners
Iowa
$331K -$56.3K -545 -15%
CNBT
2012
Canandaigua National Bank & Trust
New York
$329K +$1.45K +14 +0.5%
PWM
2013
Palumbo Wealth Management
New York
$329K +$13.1K +127 +4%
FEG
2014
Fund Evaluation Group
Ohio
$329K +$310 +3 +0.1%
EHC
2015
Everett Harris & Co
California
$328K -$30.4K -294 -9%
CCA
2016
Clarity Capital Advisors
Florida
$326K +$1.14K +11 +0.4%
DWM
2017
Diversify Wealth Management
Utah
$326K -$25.3K -245 -8%
BWP
2018
Baldwin Wealth Partners
Massachusetts
$326K – – –
BL
2019
BFSG LLC
California
$326K +$8.27K +80 +3%
SIM
2020
Sterling Investment Management
Arizona
$325K -$11.9K -115 -4%
OPWM
2021
Oxinas Partners Wealth Management
Indiana
$325K -$8.99K -87 -3%
DP
2022
DDD Partners
Washington
$323K – – –
PCG
2023
Prosperity Consulting Group
Maryland
$323K -$930 -9 -0.3%
WIC
2024
Woodmont Investment Counsel
Tennessee
$323K -$13.2K -128 -4%
PAMG
2025
Patton Albertson Miller Group
Tennessee
$323K -$64.1K -620 -17%
79 80
81
82 83