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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2026
Arcadia Investment Management
Michigan
$39.6K – – –
FSWA
2027
Financial Synergies Wealth Advisors
Texas
$36.6K – – –
BCM
2028
Bourgeon Capital Management
Connecticut
$36.2K -$23K -230 -38%
CIA
2029
Cascade Investment Advisors
Oregon
$35.9K +$37.1K +371 New
CPFP
2030
Clear Perspectives Financial Planning
Ohio
$35.2K -$3.2K -32 -8%
LWA
2031
Lowe Wealth Advisors
Maryland
$34.7K – – –
CMP
2032
Coston McIsaac & Partners
Maine
$33K – – –
PCTC
2033
Perkins Coie Trust Company
Washington
$32.7K – – –
PP
2034
Pacifica Partners
Canada
$32.4K +$19.7K +197 +133%
LFA
2035
Level Financial Advisors
New York
$31K -$21.8K -218 -40%
PK
2036
Pflug Koory
Nebraska
$30.5K – – –
DMKJ
2037
David M. Knott Jr
$30K – – –
CBT
2038
CoreFirst Bank & Trust
Kansas
$29K – – –
BFA
2039
BBJS Financial Advisors
Washington
$28.8K – – –
RTC
2040
Riverview Trust Company
Washington
$28.7K – – –
PGAM
2041
Princeton Global Asset Management
New Jersey
$28.5K +$29.5K +295 New
BCPWM
2042
Bradley & Co Private Wealth Management
Florida
$28K – – –
HWP
2043
Highline Wealth Partners
California
$27.1K – – –
MFG
2044
Mendota Financial Group
Wisconsin
$25.5K – – –
GWM
2045
Grand Wealth Management
Michigan
$25.4K – – –
FMB
2046
Field & Main Bank
Kentucky
$24.7K – – –
PFSC
2047
Peoples Financial Services Corp
Pennsylvania
$24.2K – – –
JWM
2048
Janiczek Wealth Management
Colorado
$23.7K – – –
TWD
2049
True Wealth Design
Ohio
$23.2K – – –
HFS
2050
Hantz Financial Services
Michigan
$23K +$19K +190 +388%
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