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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2051
Foster & Motley
Ohio
$400K +$4.66K +39 +1%
FEG
2052
Fund Evaluation Group
Ohio
$400K +$478 +4 +0.1%
OFS
2053
OneAscent Financial Services
Alabama
$399K +$142K +1,186 +56%
WTB
2054
Washington Trust Bank
Washington
$399K +$21.3K +178 +6%
TAM
2055
TCP Asset Management
Ohio
$398K -$23.4K -196 -6%
EFG
2056
Everest Financial Group
Minnesota
$397K +$395K +3,306 New
FFM
2057
Forum Financial Management
Illinois
$397K – – –
RCM
2058
Radnor Capital Management
Pennsylvania
$397K +$74.6K +624 +23%
MFPI
2059
Midwest Financial Partners Investments
Minnesota
$397K +$395K +3,302 New
SI
2060
Stirlingshire Investments
New York
$397K +$395K +3,301 New
EPW
2061
Endeavor Private Wealth
Kansas
$394K -$7.06K -59 -2%
SWP
2062
SIMA Wealth Partners
Virginia
$393K – – –
FRA
2063
Frank Rimerman Advisors
California
$392K – – –
MSWMA
2064
Market Street Wealth Management Advisors
Indiana
$390K -$135K -1,132 -26%
DWM
2065
Darwin Wealth Management
Florida
$388K +$35.4K +296 +10%
PFA
2066
Portland Financial Advisors
New York
$388K – – –
LCAM
2067
London & Capital Asset Management
United Kingdom
$387K +$385K +3,217 New
MCM
2068
Mitchell Capital Management
Kansas
$385K -$19K -159 -5%
TW
2069
Traveka Wealth
California
$384K -$33.2K -278 -8%
SIM
2070
Sterling Investment Management
Arizona
$384K +$43.9K +367 +13%
IPAM
2071
Investment Partners Asset Management
New Jersey
$384K -$33.1K -277 -8%
TFM
2072
Trademark Financial Management
Minnesota
$381K -$7.06K -59 -2%
WCM
2073
Weaver Capital Management
Georgia
$381K -$46.2K -386 -11%
CWM
2074
Collaborative Wealth Management
Florida
$381K +$20.4K +171 +6%
AWA
2075
Arbor Wealth Advisors
Michigan
$380K – – –
81 82
83
84 85