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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
2026
Lion Street Advisors
Texas
– -$260K -2,293 Closed
FFM
2027
Forum Financial Management
Illinois
– -$210K -2,268 Closed
TT
2028
TI-Trust
Illinois
– -$207K -2,241 Closed
MWA
2029
Meridian Wealth Advisors
Texas
– -$206K -2,233 Closed
RCG
2030
Resource Consulting Group
Florida
– -$206K -2,228 Closed
RRC
2031
Relaxing Retirement Coach
Massachusetts
– -$206K -2,226 Closed
TAM
2032
Tealwood Asset Management
Minnesota
– -$205K -2,223 Closed
SCM
2033
Schnieders Capital Management
California
– -$204K -2,206 Closed
CAN
2034
Claraphi Advisory Network
United States
– -$204K -2,204 Closed
AFO
2035
Allie Family Office
Florida
– -$203K -2,196 Closed
OR
2036
Olympiad Research
Connecticut
– -$202K -2,186 Closed
C
2037
CEDRUS
Colorado
– -$202K -2,182 Closed
TI
2038
Tidal Investments
Wisconsin
– -$200K -2,165 Closed
WW
2039
Westshore Wealth
California
– -$200K -2,162 Closed
PPW
2040
Parcion Private Wealth
Washington
– -$209K -2,154 Closed
HFS
2041
Heritage Financial Services
Massachusetts
– -$192K -2,083 Closed
RIM
2042
Rockbridge Investment Management
New York
– -$188K -2,038 Closed
VRM
2043
Vectors Research Management
New York
– -$98K -1,060 Closed
TIM
2044
Tevis Investment Management
Texas
– -$77K -837 Closed
BWM
2045
BigSur Wealth Management
Florida
– -$73K -786 Closed
DC
2046
Darrow Company
Massachusetts
– -$63K -683 Closed
MGI
2047
MayTech Global Investments
New York
– -$60K -646 Closed
CIA
2048
Cascade Investment Advisors
Oregon
– -$34.3K -371 Closed
GKIM
2049
GW&K Investment Management
Massachusetts
– -$33K -356 Closed
CICI
2050
Capital Investment Counsel Inc
North Carolina
– -$31K -332 Closed
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