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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Aspire Wealth Management
Massachusetts
$12K -$19.7K -183 -62%
CMBA
2027
C.M. Bidwell & Associates
Hawaii
$12K – – –
MSFP
2028
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
TCM
2029
Tanaka Capital Management
New York
$12K – – –
TRCT
2030
Tower Research Capital (TRC)
New York
$11K -$284K -2,629 -96%
AWA
2031
Aaron Wealth Advisors
Illinois
$10.7K +$10.7K +99 New
AWM
2032
Accel Wealth Management
Iowa
$10K -$18.7K -173 -65%
FPFS
2033
First Personal Financial Services
North Carolina
$10K – – –
IIL
2034
Insight Inv LLC
California
$10K – – –
SIS
2035
Sound Income Strategies
Florida
$10K – – –
PP
2036
PFS Partners
New Jersey
$9.22K -$108 -1 -1%
LCOV
2037
London Company of Virginia
Virginia
$9K -$21.8K -202 -71%
VNA
2038
Valley National Advisers
Pennsylvania
$9K -$7.77K -72 -45%
KC
2039
Knuff & Co
California
$9K -$3.78K -35 -30%
PK
2040
Pflug Koory
Nebraska
$9K – – –
JPLA
2041
Joseph P. Lucia & Associates
New York
$9K +$9.39K +87 New
ARIS
2042
Advanced Research Investment Solutions
California
$8K – – –
CWM
2043
CarsonAllaria Wealth Management
Illinois
$8K +$1.51K +14 +23%
IF
2044
Integrity Financial
Wyoming
$8K +$2.37K +22 +45%
IA
2045
IFS Advisors
Kansas
$6K -$6.12M -56,736 -100%
GG
2046
Gleason Group
Kentucky
$6K – – –
HFA
2047
HC Financial Advisors
California
$6K – – –
MW
2048
Milestone Wealth
New York
$6K – – –
CP
2049
Corbenic Partners
Pennsylvania
$5K – – –
AWMS
2050
Advocacy Wealth Management Services
Georgia
$5K +$4.96K +46 New
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