We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2001
Level Wealth Management
North Carolina
$351K -$82.3K -716 -19%
WPW
2002
Watershed Private Wealth
Illinois
$350K -$137K -1,190 -29%
WG
2003
Welch Group
Alabama
$349K +$126K +1,096 +60%
SWA
2004
Strata Wealth Advisors
Texas
$349K +$338K +2,936 New
DWM
2005
Darwin Wealth Management
Florida
$349K +$199K +1,732 +144%
BWP
2006
Baldwin Wealth Partners
Massachusetts
$349K -$5.75K -50 -2%
PAMG
2007
Patton Albertson Miller Group
Tennessee
$348K -$2.88K -25 -0.8%
FDCP
2008
Foster Dykema Cabot & Partners
Massachusetts
$346K +$12.3K +107 +4%
SIM
2009
Synergy Investment Management
Florida
$346K – – –
FWI
2010
Facet Wealth Inc
Maryland
$346K +$15.8K +137 +5%
RAM
2011
Redmond Asset Management
Virginia
$346K -$2.99K -26 -0.9%
CCA
2012
Checchi Capital Advisers
California
$345K – – –
PS
2013
Pinney & Scofield
Massachusetts
$345K – – –
LWP
2014
LMG Wealth Partners
Louisiana
$345K +$16.1K +140 +5%
VWM
2015
Vermillion Wealth Management
Minnesota
$344K -$30.2K -263 -8%
PCS
2016
Private Client Services
Kentucky
$344K +$12.9K +112 +4%
LWA
2017
Lifelong Wealth Advisors
Minnesota
$344K +$115 +1 +0%
PFM
2018
Potomac Fund Management
Florida
$344K -$36.6K -318 -10%
SWIG
2019
Strategic Wealth Investment Group
Kentucky
$339K +$328K +2,856 New
SAW
2020
Signal Advisors Wealth
Michigan
$339K +$82.2K +715 +33%
HCC
2021
Hirtle Callaghan & Co
Pennsylvania
$339K -$76.6K -666 -19%
EP
2022
EPIQ Partners
Minnesota
$339K +$5.75K +50 +2%
MMHP
2023
Murphy Middleton Hinkle & Parker
Georgia
$338K – – –
WB
2024
Webster Bank
Connecticut
$338K – – –
CWP
2025
Core Wealth Partners
California
$337K +$20.2K +176 +7%
79 80
81
82 83