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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2476
Mark Sheptoff Financial Planning
Connecticut
$15.4K – – –
KFO
2477
Kopp Family Office
Minnesota
$14.7K – – –
PWS
2478
Peterson Wealth Services
Utah
$14.6K -$315K -2,790 -95%
AF
2479
Atala Financial
California
$14.6K – – –
BIM
2480
Breakwater Investment Management
Washington
$14.2K -$451 -4 -3%
VWWMG
2481
Vermillion & White Wealth Management Group
Pennsylvania
$14.2K -$339 -3 -2%
CSWG
2482
Cardinal Strategic Wealth Guidance
Kentucky
$14K -$217K -1,927 -93%
C
2483
Covestor
United Kingdom
$14K +$1.47K +13 +10%
GAG
2484
Goodman Advisory Group
Massachusetts
$13.5K +$14.6K +129 New
TCM
2485
Tradewinds Capital Management
Washington
$13.1K +$14.1K +125 New
FFA
2486
Frazier Financial Advisors
Ohio
$12.2K – – –
CSPIA
2487
Cary Street Partners Investment Advisory
Virginia
$12.1K -$1.13K -10 -8%
EWA
2488
Elevate Wealth Advisory
Georgia
$11.6K – – –
YAL
2489
Your Advocates Ltd
Texas
$11.6K – – –
TCM
2490
Tanaka Capital Management
New York
$11K – – –
SAS
2491
Spurstone Advisory Services
Connecticut
$11K +$11.8K +105 New
CNBT
2492
Cornerstone National Bank & Trust
Illinois
$10.7K – – –
NWM
2493
Nova Wealth Management
Florida
$10.5K +$7.11K +63 +170%
FUBT
2494
First United Bank & Trust
Maryland
$9.93K -$4.51K -40 -30%
APW
2495
Atlantic Private Wealth
North Carolina
$9.92K – – –
PAIM
2496
Punch & Associates Investment Management
Minnesota
$9.72K +$2.03K +18 +24%
RAM
2497
Riggs Asset Management
Pennsylvania
$9.52K -$23.1K -205 -69%
PP
2498
PFS Partners
New Jersey
$9.04K – – –
AWM
2499
AllSquare Wealth Management
New York
$8.99K – – –
CWM
2500
CarsonAllaria Wealth Management
Illinois
$8.35K -$7.22K -64 -45%
98 99
100
101 102