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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PNFS
2026
PW Nova Financial Services
Pennsylvania
$501K -$4.12K -30 -0.9%
SWM
2027
SeaCrest Wealth Management
New York
$501K -$62.6K -456 -12%
IWN
2028
Independent Wealth Network
Iowa
$501K +$6.45K +47 +1%
HFS
2029
Hantz Financial Services
Michigan
$501K +$38.8K +283 +9%
BI
2030
Ballast Inc
Kentucky
$500K -$274 -2 -0.1%
TAM
2031
TCP Asset Management
Ohio
$499K +$7.41K +54 +2%
PWMG
2032
Private Wealth Management Group
New Jersey
$499K – – –
SIM
2033
Synergy Investment Management
Florida
$498K +$23.1K +168 +5%
DWM
2034
DKM Wealth Management
California
$497K -$8.65K -63 -2%
MFPI
2035
Midwest Financial Partners Investments
Minnesota
$495K +$4.8K +35 +1%
WIA
2036
Wetzel Investment Advisors
Indiana
$495K -$269K -1,958 -37%
EP
2037
Edgestream Partners
New Jersey
$494K +$457K +3,329 New
YIH
2038
Y-Intercept (HK)
Hong Kong
$493K -$573K -4,176 -56%
FFG
2039
Fortune Financial Group
Florida
$492K -$32.8K -239 -7%
FEG
2040
Fund Evaluation Group
Ohio
$490K -$3.02K -22 -0.7%
CFA
2041
Capstone Financial Advisors
Illinois
$490K -$3.57K -26 -0.8%
RCM
2042
Radnor Capital Management
Pennsylvania
$489K -$1.37K -10 -0.3%
BCM
2043
Bienville Capital Management
New York
$488K +$452K +3,292 New
NG
2044
Norden Group
Utah
$487K +$19.2K +140 +4%
BST
2045
Bath Savings Trust
Maine
$487K – – –
4A
2046
4Wealth Advisors
Illinois
$486K +$17.3K +126 +4%
WTB
2047
Washington Trust Bank
Washington
$484K +$17.4K +127 +4%
EFN
2048
Equita Financial Network
Pennsylvania
$484K +$1.92K +14 +0.4%
NFG
2049
Northbridge Financial Group
Florida
$484K -$51.9K -378 -10%
DI
2050
DAGCO Inc
Ohio
$481K – – –
80 81
82
83 84