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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
226
WMS Partners
Maryland
$19.2M +$9.18M +94,546 +75%
QCG
227
Quadrant Capital Group
Ohio
$19M +$2.26M +23,300 +12%
AWA
228
Alaska Wealth Advisors
Alaska
$18.9M -$285K -2,933 -1%
VCM
229
Vision Capital Management
Oregon
$18.9M -$6.21M -63,976 -23%
SB
230
Simmons Bank
Arkansas
$18.8M -$59.4K -612 -0.3%
BHWM
231
Bar Harbor Wealth Management
New Hampshire
$18.8M -$71K -731 -0.3%
FMWA
232
Forvis Mazars Wealth Advisors
Missouri
$18.7M -$12.1M -124,170 -37%
PA
233
Pinnacle Associates
New York
$18.7M +$573K +5,897 +3%
TFO
234
Tarbox Family Office
California
$18.7M -$227K -2,338 -1%
BPA
235
Beacon Pointe Advisors
California
$18.5M -$2.36M -24,300 -10%
WJA
236
Willis Johnson & Associates
Texas
$18.4M -$2.2M -22,609 -10%
CFO
237
Colony Family Offices
North Carolina
$18.3M +$1.51M +15,502 +8%
BCWM
238
Bartlett & Co Wealth Management
Ohio
$18.3M +$1.14M +11,699 +6%
BC
239
Bartlett & Co
Ohio
$18.3M +$1.14M +11,699 +6%
MW
240
MBL Wealth
North Carolina
$18.3M +$2.31M +23,813 +13%
CMA
241
Cedar Mountain Advisors
Oregon
$18.1M -$276K -2,844 -1%
GRP
242
Global Retirement Partners
California
$18.1M +$2.63M +27,115 +17%
RJT
243
Raymond James Trust
Florida
$18.1M +$2.21M +22,727 +12%
SFS
244
Summit Financial Strategies
Ohio
$18.1M +$318K +3,276 +2%
SMC
245
Smith, Moore & Co
Missouri
$18M -$840K -8,653 -4%
IA
246
IFP Advisors
Florida
$18M +$3.88M +39,912 +23%
FFS
247
Founders Financial Securities
Maryland
$17.9M +$986K +10,154 +5%
AWA
248
Amplius Wealth Advisors
Pennsylvania
$17.9M +$18M +185,608 +925%
GG
249
Gofen & Glossberg
Illinois
$17.8M +$3.82M +39,372 +24%
MA
250
MUFG Americas
New York
$17.6M -$631K -6,499 -3%
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