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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
2026
Atlas Private Wealth Advisors
New Jersey
$234K +$235K +2,193 New
ML
2027
McAdam LLC
Pennsylvania
$233K +$234K +2,188 New
BMC
2028
Beaton Management Company
Massachusetts
$233K – – –
ZIG
2029
Zullo Investment Group
Pennsylvania
$232K -$6.1K -57 -3%
LWA
2030
Lantern Wealth Advisors
New York
$231K -$32.8K -307 -12%
OWA
2031
ORBA Wealth Advisors
Illinois
$231K +$15.9K +149 +7%
TVM
2032
True Vision MN
Minnesota
$231K -$535 -5 -0.2%
PCS
2033
Private Client Services
Kentucky
$230K -$6.21K -58 -3%
RB
2034
Rodgers Brothers
Pennsylvania
$229K – – –
MFS
2035
Madrona Financial Services
Washington
$229K -$9.52K -89 -4%
HIF
2036
Hill Island Financial
Michigan
$229K -$96.2K -899 -30%
BWP
2037
Bernardo Wealth Planning
Pennsylvania
$228K -$16.4K -153 -7%
SBIA
2038
Sheaff Brock Investment Advisors
Indiana
$227K -$91.2K -852 -29%
NWM
2039
Northwest Wealth Management
Iowa
$227K +$3.42K +32 +2%
CIS
2040
Connors Investor Services
Pennsylvania
$227K -$20.1K -188 -8%
SA
2041
SRH Advisors
Kansas
$227K – – –
RFA
2042
Rollins Financial Advisors
New York
$227K -$185K -1,726 -45%
WWMSC
2043
Wagner Wealth Management (South Carolina)
South Carolina
$227K – – –
ANB
2044
Amarillo National Bank
Texas
$226K +$4.82K +45 +2%
IIA
2045
ICW Investment Advisors
Arizona
$226K – – –
SCA
2046
Stonebridge Capital Advisors
Minnesota
$226K – – –
BPCE
2047
Bank Pictet & Cie (Europe)
Germany
$225K – – –
MFG
2048
MidWestOne Financial Group
Iowa
$225K – – –
FVCM
2049
F&V Capital Management
Florida
$225K -$51.4K -480 -19%
UAG
2050
United Advisor Group
Ohio
$225K +$225K +2,106 New
80 81
82
83 84