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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
2026
Southland Equity Partners
Missouri
$322K -$5.68K -55 -2%
LEA
2027
Legacy Edge Advisors
New York
$321K +$304K +2,941 New
RAM
2028
Redmond Asset Management
Virginia
$321K -$86.3K -835 -22%
PP
2029
Patten & Patten
Tennessee
$320K -$6.1K -59 -2%
TW
2030
Towerpoint Wealth
California
$320K +$54.6K +528 +22%
NG
2031
Norden Group
Utah
$320K +$5.38K +52 +2%
T
2032
Tableaux
Massachusetts
$319K -$36.4K -352 -11%
RFA
2033
Rollins Financial Advisors
New York
$318K +$61.1K +591 +25%
SIM
2034
Synergy Investment Management
Florida
$318K -$1.76K -17 -0.6%
CCA
2035
Checchi Capital Advisers
California
$318K – – –
JWS
2036
Juncture Wealth Strategies
Arizona
$317K -$74.2K -718 -20%
PA
2037
Parkside Advisors
California
$317K +$24.9K +241 +9%
PS
2038
Pinney & Scofield
Massachusetts
$317K – – –
PWS
2039
Peloton Wealth Strategists
Indiana
$317K -$41.3K -400 -12%
LWA
2040
Lifelong Wealth Advisors
Minnesota
$316K -$3.93K -38 -1%
LSA
2041
Lion Street Advisors
Texas
$314K -$248K -2,403 -46%
ORC
2042
O'Rourke & Company
Massachusetts
$313K -$7.03K -68 -2%
AFAS
2043
Acorn Financial Advisory Services
Virginia
$312K – – –
MAG
2044
M3 Advisory Group
Massachusetts
$311K – – –
GSIAS
2045
Garden State Investment Advisory Services
New Jersey
$311K -$20.2K -195 -6%
WB
2046
Webster Bank
Connecticut
$310K – – –
TC
2047
Trust Company
Kansas
$310K -$29.1K -282 -9%
SMH
2048
Sanders Morris Harris
Texas
$310K +$4.13K +40 +1%
IIL
2049
Insight Inv LLC
California
$309K -$4.96K -48 -2%
FDCP
2050
Foster Dykema Cabot & Partners
Massachusetts
$307K -$26.6K -257 -8%
80 81
82
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