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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2001
Cascade Financial Partners
California
$450K -$26.9K -212 -6%
PWC
2002
Pathfinder Wealth Consulting
North Carolina
$448K +$21.1K +166 +5%
RDWM
2003
Red Door Wealth Management
Tennessee
$446K +$23.2K +183 +5%
KIA
2004
KCM Investment Advisors
California
$445K – – –
CWP
2005
CFM Wealth Partners
Texas
$445K – – –
SVWG
2006
Shared Vision Wealth Group
United States
$444K -$85.6K -674 -16%
WG
2007
Wellington Group
Indiana
$442K +$7.62K +60 +2%
FFG
2008
Fortune Financial Group
Florida
$442K +$127 +1 +0%
PMG
2009
Private Management Group
California
$442K – – –
TCM
2010
Traub Capital Management
Massachusetts
$440K – – –
CWA
2011
Crux Wealth Advisors
California
$439K +$762 +6 +0.2%
AWA
2012
Asempa Wealth Advisors
Louisiana
$437K +$381 +3 +0.1%
TW
2013
Towerpoint Wealth
California
$437K +$65.3K +514 +17%
RCA
2014
Riverview Capital Advisers
Massachusetts
$436K +$446K +3,510 New
PFA
2015
Portland Financial Advisors
New York
$436K +$35.6K +280 +9%
EFG
2016
Everhart Financial Group
Ohio
$436K +$167K +1,311 +60%
SFP
2017
Shepherd Financial Partners
Massachusetts
$435K – – –
WAG
2018
Wiser Advisor Group
Arizona
$435K -$21.7K -171 -5%
AIP
2019
ARS Investment Partners
New York
$435K – – –
RWFS
2020
Rayburn West Financial Services
Tennessee
$435K – – –
TVM
2021
True Vision MN
Minnesota
$434K +$216K +1,704 +95%
TH
2022
Team Hewins
California
$433K -$3.18K -25 -0.7%
SI
2023
Stirlingshire Investments
New York
$433K +$22.7K +179 +5%
SCM
2024
Sterling Capital Management
North Carolina
$432K +$508 +4 +0.1%
WH
2025
Willner & Heller
California
$430K -$2.41K -19 -0.5%
79 80
81
82 83