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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2026
Lifeworks Advisors
Michigan
– -$212K -2,297 Closed
CA
2027
Carson Advisory
Georgia
– -$212K -2,294 Closed
LSA
2028
Lion Street Advisors
Texas
– -$260K -2,293 Closed
FFM
2029
Forum Financial Management
Illinois
– -$210K -2,268 Closed
TT
2030
TI-Trust
Illinois
– -$207K -2,241 Closed
MWA
2031
Meridian Wealth Advisors
Texas
– -$206K -2,233 Closed
RCG
2032
Resource Consulting Group
Florida
– -$206K -2,228 Closed
RRC
2033
Relaxing Retirement Coach
Massachusetts
– -$206K -2,226 Closed
TAM
2034
Tealwood Asset Management
Minnesota
– -$205K -2,223 Closed
SCM
2035
Schnieders Capital Management
California
– -$204K -2,206 Closed
CAN
2036
Claraphi Advisory Network
United States
– -$204K -2,204 Closed
AFO
2037
Allie Family Office
Florida
– -$203K -2,196 Closed
OR
2038
Olympiad Research
Connecticut
– -$202K -2,186 Closed
C
2039
CEDRUS
Colorado
– -$202K -2,182 Closed
TI
2040
Tidal Investments
Wisconsin
– -$200K -2,165 Closed
WW
2041
Westshore Wealth
California
– -$200K -2,162 Closed
PPW
2042
Parcion Private Wealth
Washington
– -$209K -2,154 Closed
HFS
2043
Heritage Financial Services
Massachusetts
– -$192K -2,083 Closed
RIM
2044
Rockbridge Investment Management
New York
– -$188K -2,038 Closed
VRM
2045
Vectors Research Management
New York
– -$98K -1,060 Closed
TIM
2046
Tevis Investment Management
Texas
– -$77K -837 Closed
BWM
2047
BigSur Wealth Management
Florida
– -$73K -786 Closed
DC
2048
Darrow Company
Massachusetts
– -$63K -683 Closed
MGI
2049
MayTech Global Investments
New York
– -$60K -646 Closed
CIA
2050
Cascade Investment Advisors
Oregon
– -$34.3K -371 Closed
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