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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2026
Westside Investment Management
California
$60.6K +$95.5K +996 +5%
BCM
2027
Bourgeon Capital Management
Connecticut
$57.2K – – –
MCM
2028
Mill Capital Management
North Carolina
$56.8K – – –
SVCP
2029
Silicon Valley Capital Partners
California
$54.9K +$55.6K +580 New
HCP
2030
Hexagon Capital Partners
Arkansas
$52.6K +$27.5K +287 +107%
BL
2031
Balentine LLC
Georgia
$52K -$89.5K -933 -63%
FPFS
2032
First Personal Financial Services
North Carolina
$51.5K – – –
LFA
2033
Level Financial Advisors
New York
$51K -$2.78K -29 -5%
CH
2034
Canton Hathaway
Rhode Island
$50K – – –
CAM
2035
Costello Asset Management
Pennsylvania
$47.6K – – –
BSWA
2036
Bromfield Sneider Wealth Advisors
Massachusetts
$46.4K +$288 +3 +0.6%
MFA
2037
McClarren Financial Advisors
Pennsylvania
$45K -$68.2K -711 -60%
BBPWM
2038
Blue Bell Private Wealth Management
Pennsylvania
$44.6K +$30.2K +315 +202%
FMP
2039
Financial Management Professionals
Texas
$43K – – –
AIM
2040
Anchor Investment Management
South Carolina
$42.4K – – –
EE
2041
EWG Elevate
California
$41.6K +$42.2K +440 New
LFA
2042
LGT Financial Advisors
Texas
$39.9K +$40.5K +422 New
AIM
2043
Arcadia Investment Management
Michigan
$38.8K – – –
CPFP
2044
Clear Perspectives Financial Planning
Ohio
$37.5K +$1.73K +18 +5%
BEI
2045
Benjamin Edwards Inc
Missouri
$37K -$13.3K -139 -26%
FSWA
2046
Financial Synergies Wealth Advisors
Texas
$35.9K +$24K +250 +194%
LWA
2047
Lowe Wealth Advisors
Maryland
$34K – – –
CMP
2048
Coston McIsaac & Partners
Maine
$32K +$32.7K +341 +11,367%
PCTC
2049
Perkins Coie Trust Company
Washington
$32K – – –
FCMT
2050
Founders Capital Management (Texas)
Texas
$31K +$96 +1 +0.3%
80 81
82
83 84