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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
2501
Global Assets Advisory
Florida
$237K +$219K +1,595 New
BW
2502
Basepoint Wealth
Iowa
$236K +$686 +5 +0.3%
FF
2503
Farrell Financial
New York
$236K +$218K +1,590 New
MWM
2504
MY Wealth Management
Maryland
$236K -$90K -656 -29%
BAG
2505
Bauman Advisory Group
Nevada
$236K -$126K -919 -37%
ODFS
2506
O'Donnell Financial Services
California
$235K +$218K +1,586 New
CWM
2507
ClientFirst Wealth Management
Arkansas
$234K +$217K +1,580 New
MPW
2508
Magnolia Private Wealth
Pennsylvania
$234K +$217K +1,579 New
TWIM
2509
TIAA Wealth Investment Management
New York
$234K +$47.5K +346 +28%
G
2510
GuidedMoney
Wisconsin
$233K +$216K +1,573 New
SWM
2511
Selective Wealth Management
Virginia
$233K +$7.27K +53 +3%
CF
2512
Carlson Financial
Oregon
$232K +$215K +1,568 New
AF
2513
Align Financial
Minnesota
$232K – – –
JGIA
2514
Jackson Grant Investment Advisers
Connecticut
$232K – – –
SCM
2515
Saxony Capital Management
Missouri
$232K +$214K +1,562 New
CCG
2516
Cypress Capital Group
Florida
$231K +$213K +1,555 New
OCPWS
2517
One Charles Private Wealth Services
Massachusetts
$230K +$213K +1,551 New
WF
2518
Warner Financial
Maryland
$230K +$213K +1,551 New
OHIS
2519
Oak Harvest Investment Services
Texas
$230K +$213K +1,549 New
WQ
2520
Wealth Quarterback
New Jersey
$230K +$212K +1,548 New
WFP
2521
Wrenne Financial Planning
Kentucky
$229K +$212K +1,547 New
OWMIAS
2522
One Wealth Management Investment & Advisory Services
Florida
$229K +$212K +1,543 New
JDLA
2523
J. Derek Lewis & Associates
California
$229K -$10K -73 -5%
TCTWM
2524
Three Cord True Wealth Management
Pennsylvania
$228K +$211K +1,540 New
MCCP
2525
Mission Creek Capital Partners
California
$228K +$211K +1,538 New
99 100
101
102 103