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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
2026
Fairview Capital Investment Management
California
$340K – – –
OC
2027
Oarsman Capital
Wisconsin
$338K -$2.14K -19 -0.6%
FA
2028
FSA Advisors
Michigan
$337K +$364K +3,224 New
TFM
2029
Trademark Financial Management
Minnesota
$335K -$105K -927 -22%
BST
2030
Bath Savings Trust
Maine
$334K +$152K +1,348 +73%
SCA
2031
Stonebridge Capital Advisors
Minnesota
$333K -$88.8K -787 -20%
SAM
2032
Seelaus Asset Management
New Jersey
$332K -$52.8K -468 -13%
PWP
2033
Prasad Wealth Partners
Ohio
$332K +$1.13K +10 +0.3%
HT
2034
Heritage Trust
Oklahoma
$331K – – –
TCWM
2035
Total Clarity Wealth Management
Illinois
$331K – – –
AWA
2036
Arbor Wealth Advisors
Michigan
$331K – – –
GAG
2037
GM Advisory Group
New York
$331K +$33.3K +295 +10%
NCM
2038
Northside Capital Management
Oregon
$330K – – –
CWM
2039
Castle Wealth Management
Florida
$330K -$903 -8 -0.3%
PG
2040
Patten Group
Tennessee
$330K -$1.35K -12 -0.4%
RCP
2041
Rothschild Capital Partners
New York
$329K -$105K -927 -23%
TAM
2042
Tucker Asset Management
Colorado
$329K +$14.4K +128 +4%
VA
2043
Vident Advisory
Georgia
$329K -$741K -6,564 -68%
CFO
2044
Collective Family Office
Pennsylvania
$329K -$42.3K -375 -11%
TC
2045
Trust Company
Kansas
$326K -$158K -1,399 -31%
HSG
2046
Helen Stephens Group
Texas
$326K -$2.37K -21 -0.7%
BWP
2047
Balboa Wealth Partners
Arizona
$325K +$23.8K +211 +7%
AWA
2048
Archvest Wealth Advisors
California
$325K -$48K -425 -12%
IWP
2049
IAG Wealth Partners
Wisconsin
$325K – – –
AWM
2050
Activest Wealth Management
Florida
$324K -$88.7K -786 -20%
80 81
82
83 84