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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2026
Cascade Financial Partners
California
$519K -$16.7K -122 -3%
TH
2027
Team Hewins
California
$516K – – –
CWM
2028
Castle Wealth Management
Florida
$514K +$42.3K +308 +10%
WH
2029
Willner & Heller
California
$512K -$823 -6 -0.2%
SCM
2030
Sterling Capital Management
North Carolina
$511K -$4.94K -36 -1%
PFA
2031
Petra Financial Advisors
Colorado
$508K – – –
TNB
2032
Thomasville National Bank
Georgia
$506K +$469K +3,415 New
WW
2033
Winnow Wealth
Texas
$506K +$197K +1,434 +72%
B
2034
Bensler
Washington
$505K +$8.78K +64 +2%
EHC
2035
Everett Harris & Co
California
$504K +$54.9K +400 +13%
TC
2036
Truvestments Capital
Florida
$503K +$42.4K +309 +10%
KWIA
2037
Kinetic Wealth Investment Advisors
Ohio
$503K +$465K +3,388 New
PNFS
2038
PW Nova Financial Services
Pennsylvania
$501K -$4.12K -30 -0.9%
SWM
2039
SeaCrest Wealth Management
New York
$501K -$62.6K -456 -12%
IWN
2040
Independent Wealth Network
Iowa
$501K +$6.45K +47 +1%
HFS
2041
Hantz Financial Services
Michigan
$501K +$38.8K +283 +9%
BI
2042
Ballast Inc
Kentucky
$500K -$274 -2 -0.1%
TAM
2043
TCP Asset Management
Ohio
$499K +$7.41K +54 +2%
PWMG
2044
Private Wealth Management Group
New Jersey
$499K – – –
SIM
2045
Synergy Investment Management
Florida
$498K +$23.1K +168 +5%
DWM
2046
DKM Wealth Management
California
$497K -$8.65K -63 -2%
MFPI
2047
Midwest Financial Partners Investments
Minnesota
$495K +$4.8K +35 +1%
WIA
2048
Wetzel Investment Advisors
Indiana
$495K -$269K -1,958 -37%
EP
2049
Edgestream Partners
New Jersey
$494K +$457K +3,329 New
YIH
2050
Y-Intercept (HK)
Hong Kong
$493K -$573K -4,176 -56%
80 81
82
83 84