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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2026
Financial Consulate
Maryland
$412K +$72K +602 +21%
PFA
2027
Petra Financial Advisors
Colorado
$412K – – –
RFA
2028
Rollins Financial Advisors
New York
$412K -$64.1K -536 -14%
TFA
2029
Teamwork Financial Advisors
Texas
$412K -$31K -259 -7%
BTD
2030
BankPlus Trust Department
Mississippi
$410K +$333K +2,781 +440%
AWM
2031
Avaii Wealth Management
Wisconsin
$410K -$5.02K -42 -1%
RDWM
2032
Red Door Wealth Management
Tennessee
$409K +$29.7K +248 +8%
TMWM
2033
Taylor & Morgan Wealth Management
Michigan
$408K +$38.4K +321 +10%
PCM
2034
Poehling Capital Management
Wisconsin
$408K – – –
DI
2035
DAGCO Inc
Ohio
$407K -$29.8K -249 -7%
KFS
2036
Kelly Financial Services
Massachusetts
$407K +$405K +3,389 New
BST
2037
Bath Savings Trust
Maine
$407K -$2.39K -20 -0.6%
BI
2038
Ballast Inc
Kentucky
$406K – – –
TPI
2039
Trust Point Inc
Wisconsin
$405K +$8.01K +67 +2%
GAA
2040
Guardian Asset Advisors
Pennsylvania
$405K +$3.35K +28 +0.8%
IWN
2041
Independent Wealth Network
Iowa
$404K -$5.38K -45 -1%
SWTS
2042
Stonehaven Wealth & Tax Solutions
Wisconsin
$403K -$156K -1,307 -28%
TC
2043
Truvestments Capital
Florida
$403K -$32.4K -271 -7%
PA
2044
PSI Advisors
Florida
$403K -$10.9K -91 -3%
PWMG
2045
Private Wealth Management Group
New Jersey
$403K – – –
BCM
2046
BTC Capital Management
Iowa
$403K -$1.2K -10 -0.3%
DIA
2047
Davidson Investment Advisors
Montana
$403K – – –
B
2048
Bensler
Washington
$401K -$17.1K -143 -4%
SCA
2049
Stonebridge Capital Advisors
Minnesota
$401K -$12.6K -105 -3%
SCM
2050
Sage Capital Management
New Jersey
$401K +$1.08K +9 +0.3%
80 81
82
83 84