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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2026
Westshore Wealth
California
$240K – – –
BWA
2027
Blodgett Wealth Advisors
California
$238K – – –
BMC
2028
Beaton Management Company
Massachusetts
$237K – – –
CW
2029
Channel Wealth
California
$237K +$1.16K +12 +0.6%
GAG
2030
GM Advisory Group
New York
$237K +$1.25K +13 +0.6%
CA
2031
Carson Advisory
Georgia
$237K -$9.25K -96 -4%
CCIA
2032
Cherry Creek Investment Advisors
Colorado
$235K +$209K +2,172 New
BWM
2033
BCS Wealth Management
Tennessee
$235K +$96 +1 +0%
SAG
2034
Spotlight Asset Group
Illinois
$235K – – –
TCWM
2035
Total Clarity Wealth Management
Illinois
$235K +$482 +5 +0.2%
CFO
2036
Collective Family Office
Pennsylvania
$234K – – –
BF
2037
Brogan Financial
Tennessee
$233K +$207K +2,151 New
GA
2038
GSG Advisors
New Jersey
$232K +$213K +2,211 New
FGAM
2039
Financial Gravity Asset Management
Texas
$232K +$206K +2,141 New
WWP
2040
Walden Wealth Partners
Ohio
$232K +$206K +2,140 New
RFA
2041
Register Financial Advisors
Georgia
$231K +$49.6K +515 +32%
MWA
2042
Motive Wealth Advisors
Michigan
$231K – – –
DJSG
2043
D.J. St. Germain
Massachusetts
$231K +$7.33K +76 +4%
SA
2044
SRH Advisors
Kansas
$230K -$13.2K -137 -6%
CAM
2045
CPA Asset Management
Florida
$230K +$205K +2,126 New
SWA
2046
SFMG Wealth Advisors
Texas
$230K +$205K +2,125 New
EP
2047
Eudaimonia Partners
Tennessee
$230K -$83.4K -865 -29%
MFWP
2048
Mosaic Family Wealth Partners
Missouri
$230K +$205K +2,122 New
IIA
2049
ICW Investment Advisors
Arizona
$229K +$204K +2,119 New
HWA
2050
Heritage Wealth Advisors
Virginia
$229K +$172K +1,788 +552%
80 81
82
83 84