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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
2026
West Bancorporation
Iowa
$337K +$57.9K +503 +22%
SEP
2027
Southland Equity Partners
Missouri
$337K -$13.1K -114 -4%
WIC
2028
Woodmont Investment Counsel
Tennessee
$337K -$13.5K -117 -4%
IIL
2029
Insight Inv LLC
California
$336K – – –
SIM
2030
Sterling Investment Management
Arizona
$336K -$17K -148 -5%
FC
2031
Financial Consulate
Maryland
$336K +$325K +2,826 New
TRIA
2032
Trail Ridge Investment Advisors
Colorado
$335K +$23.1K +201 +8%
MAG
2033
M3 Advisory Group
Massachusetts
$335K -$3.45K -30 -1%
OPWM
2034
Oxinas Partners Wealth Management
Indiana
$334K -$18.5K -161 -5%
4A
2035
4Wealth Advisors
Illinois
$332K +$73K +635 +29%
SMH
2036
Sanders Morris Harris
Texas
$332K -$4.49K -39 -1%
CWM
2037
Copia Wealth Management
Oregon
$332K +$45K +391 +16%
EGA
2038
E&G Advisors
Texas
$331K +$34.5K +300 +12%
DWM
2039
Denver Wealth Management
Colorado
$331K +$10.6K +92 +3%
NCG
2040
Newport Capital Group
New Jersey
$330K +$115 +1 +0%
SFG
2041
SNS Financial Group
Minnesota
$330K – – –
RIL
2042
Rothschild Investment LLC
Illinois
$330K – – –
AFA
2043
AA Financial Advisors
Ohio
$329K -$2.65K -23 -0.8%
VPF
2044
Vantage Point Financial
Illinois
$329K – – –
OWA
2045
Opal Wealth Advisors
New York
$328K – – –
ML
2046
Mayport LLC
Massachusetts
$328K – – –
VAM
2047
Virtue Asset Management
Illinois
$328K +$318K +2,761 New
TF
2048
Tandem Financial
Colorado
$328K +$317K +2,759 New
FM
2049
Family Management
New York
$327K -$311K -2,706 -50%
SGFG
2050
Silver Grove Financial Group
New York
$326K +$316K +2,746 New
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