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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2001
AA Financial Advisors
Ohio
$429K +$95.4K +798 +29%
BWM
2002
BigSur Wealth Management
Florida
$428K +$247K +2,065 +138%
PMG
2003
Private Management Group
California
$427K +$26.9K +225 +7%
BPW
2004
BlueDoor Private Wealth
Massachusetts
$426K +$424K +3,547 New
BFC
2005
Bedel Financial Consulting
Indiana
$426K – – –
TCM
2006
Traub Capital Management
Massachusetts
$426K +$14.4K +120 +4%
CAP
2007
Columbia Advisory Partners
Washington
$425K – – –
CWA
2008
Crux Wealth Advisors
California
$423K +$1.91K +16 +0.5%
HIP
2009
Harrell Investment Partners
Texas
$422K +$420K +3,511 New
TH
2010
Team Hewins
California
$421K – – –
SFP
2011
Shepherd Financial Partners
Massachusetts
$421K -$59.2K -495 -12%
AIP
2012
ARS Investment Partners
New York
$421K – – –
RWFS
2013
Rayburn West Financial Services
Tennessee
$421K +$419K +3,500 New
WG
2014
Wellington Group
Indiana
$421K +$418K +3,499 New
AWA
2015
Asempa Wealth Advisors
Louisiana
$420K +$418K +3,497 New
CFA
2016
Capstone Financial Advisors
Illinois
$419K +$1.32K +11 +0.3%
WH
2017
Willner & Heller
California
$418K -$30K -251 -7%
SCM
2018
Sterling Capital Management
North Carolina
$418K -$10.8K -90 -3%
TA
2019
TFB Advisors
Kansas
$417K +$15.9K +133 +4%
AT
2020
Adelphi Trust
Florida
$415K +$413K +3,454 New
OWM
2021
Orgel Wealth Management
Wisconsin
$415K -$24.3K -203 -6%
PWC
2022
Pathfinder Wealth Consulting
North Carolina
$413K +$411K +3,440 New
KNW
2023
Kesler Norman & Wride
Utah
$413K +$411K +3,440 New
AW
2024
Ankerstar Wealth
Texas
$413K +$411K +3,439 New
BCM
2025
Bluefin Capital Management
New York
$413K +$411K +3,433 New
79 80
81
82 83