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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2476
Peterson Wealth Services
Utah
$16.6K +$630K +5,482 +3,916%
VWWMG
2477
Vermillion & White Wealth Management Group
Pennsylvania
$16.2K – – –
BIM
2478
Breakwater Investment Management
Washington
$16.2K – – –
TCM
2479
Tradewinds Capital Management
Washington
$15K -$5.06K -44 -26%
IW
2480
Imprint Wealth
South Carolina
$14.9K +$14.4K +125 New
FGAM
2481
Financial Gravity Asset Management
Texas
$14.1K +$13.7K +119 New
MSFP
2482
Mark Sheptoff Financial Planning
Connecticut
$13K -$4.37K -38 -26%
PP
2483
PFS Partners
New Jersey
$12.8K +$2.42K +21 +24%
CFP
2484
Comprehensive Financial Planning
Pennsylvania
$12.7K -$99.5K -865 -89%
APW
2485
Atlantic Private Wealth
North Carolina
$12.3K +$115 +1 +1%
CNBT
2486
Cornerstone National Bank & Trust
Illinois
$12.1K – – –
BPAMU
2487
BTG Pactual Asset Management US
New York
$11.8K – – –
FUBT
2488
First United Bank & Trust
Maryland
$11.3K – – –
PAIM
2489
Punch & Associates Investment Management
Minnesota
$11.3K +$230 +2 +2%
CYG
2490
Clean Yield Group
Vermont
$10.3K +$10K +87 New
SAM
2491
Strive Asset Management
Ohio
$10.3K +$10K +87 New
AWM
2492
AllSquare Wealth Management
New York
$10.2K – – –
RMC
2493
Resources Management Corp
Connecticut
$10K – – –
KPP
2494
Kings Path Partners
Texas
$9.74K – – –
CSC
2495
Caldwell Sutter Capital
California
$9.39K – – –
1IA
2496
1620 Investment Advisors
Massachusetts
$9.27K – – –
TPBG
2497
Turning Point Benefit Group
Maryland
$8.94K -$392K -3,407 -98%
CSPIA
2498
Cary Street Partners Investment Advisory
Virginia
$8.08K -$805 -7 -9%
PIP
2499
Peachtree Investment Partners
Florida
$7.96K – – –
GCM
2500
Gables Capital Management
Florida
$7.13K – – –
98 99
100
101 102