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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2026
Bernardo Wealth Planning
Pennsylvania
$253K +$637 +6 +0.3%
MWA
2027
Meridian Wealth Advisors
Texas
$251K +$106 +1 +0%
PP
2028
Patron Partners
Texas
$251K +$242K +2,275 New
WFA
2029
Wade Financial Advisory
California
$250K -$6.9K -65 -3%
MWM
2030
MY Wealth Management
Maryland
$249K -$431K -4,055 -64%
TAM
2031
TCP Asset Management
Ohio
$249K -$35K -330 -13%
MA
2032
MJP Associates
Connecticut
$248K -$51.7K -487 -18%
CBTWT
2033
Community Bank & Trust (Waco, Texas)
Texas
$248K – – –
BDFN
2034
Bond & Devick Financial Network
Minnesota
$248K – – –
BWM
2035
BNC Wealth Management
Oregon
$247K – – –
MFS
2036
Madrona Financial Services
Washington
$247K -$5.2K -49 -2%
LWP
2037
LMG Wealth Partners
Louisiana
$247K -$3.82K -36 -2%
SCP
2038
Syntal Capital Partners
Texas
$246K +$237K +2,230 New
ZIG
2039
Zullo Investment Group
Pennsylvania
$246K +$1.49K +14 +0.6%
CT
2040
Clearstead Trust
Maine
$246K – – –
FNB
2041
Farmers National Bank
Kentucky
$245K +$12.4K +117 +6%
CAM
2042
CPA Asset Management
Florida
$245K +$9.77K +92 +4%
SIM
2043
Studio Investment Management
Illinois
$245K +$74.1K +698 +46%
WW
2044
Westshore Wealth
California
$245K – – –
PCS
2045
Private Client Services
Kentucky
$244K -$52.7K -496 -18%
DI
2046
DDFG Inc
California
$243K -$76.8K -723 -25%
AI
2047
ArchPoint Investors
Florida
$243K +$234K +2,200 New
BWA
2048
Blodgett Wealth Advisors
California
$243K – – –
SWA
2049
SFMG Wealth Advisors
Texas
$242K +$7.33K +69 +3%
PCMF
2050
Private Capital Management (Florida)
Florida
$242K -$5.31K -50 -2%
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