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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
2026
Pflug Koory
Nebraska
$9K – – –
RI
2027
Rinkey Investments
California
$8K +$8.21K +72 New
ARIS
2028
Advanced Research Investment Solutions
California
$8K +$8.55K +75 New
AWM
2029
AllSquare Wealth Management
New York
$7K – – –
SL
2030
Savior LLC
Massachusetts
$7K +$3.31K +29 +85%
CWM
2031
CarsonAllaria Wealth Management
Illinois
$7K +$6.84K +60 New
VCM
2032
Versant Capital Management
Arizona
$6K -$17.7K -155 -73%
GG
2033
Gleason Group
Kentucky
$6K – – –
HFA
2034
HC Financial Advisors
California
$6K – – –
YAL
2035
Your Advocates Ltd
Texas
$6K – – –
IF
2036
Integrity Financial
Wyoming
$6K +$5.58K +49 New
UFF
2037
USA Financial Formulas
Michigan
$6K +$5.81K +51 New
MW
2038
Milestone Wealth
New York
$6K +$6.15K +54 New
CP
2039
Corbenic Partners
Pennsylvania
$5K – – –
FWA
2040
FSC Wealth Advisors
New York
$5K +$4.56K +40 New
QC
2041
Quent Capital
New York
$5K +$4.9K +43 New
TAM
2042
Tucker Asset Management
Colorado
$4.7K – – –
CFN
2043
Cordasco Financial Network
Florida
$4K -$7.41K -65 -64%
OAJ
2044
Ogorek Anthony Joseph
New York
$4K – – –
SIC
2045
SJS Investment Consulting
Ohio
$4K +$3.65K +32 New
HFM
2046
Hartford Financial Management
Connecticut
$3K – – –
TVWM
2047
Tower View Wealth Management
Wisconsin
$3K – – –
EA
2048
Evolution Advisers
Virginia
$3K +$3.08K +27 New
HWM
2049
Holloway Wealth Management
Florida
$2K – – –
SCM
2050
SevenOneSeven Capital Management
Pennsylvania
$2K +$2.05K +18 New
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