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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2501
Align Financial
Minnesota
$188K +$187K +1,564 New
MWM
2502
MGB Wealth Management
Texas
$185K -$10.6K -89 -5%
JGIA
2503
Jackson Grant Investment Advisers
Connecticut
$185K +$120 +1 +0.1%
RTL
2504
Red Tortoise LLC
Georgia
$181K -$4.19K -35 -2%
AP
2505
Atwood & Palmer
Missouri
$180K +$120 +1 +0.1%
ICM
2506
Islay Capital Management
Texas
$178K – – –
EK
2507
Evensky & Katz
Florida
$176K +$64.3K +538 +58%
EP
2508
Essential Partners
California
$170K – – –
LWMI
2509
Legacy Wealth Management (Idaho)
Idaho
$166K +$3.83K +32 +2%
CFO
2510
Cambient Family Office
Michigan
$165K +$164K +1,375 New
RWM
2511
Raffa Wealth Management
District of Columbia
$163K +$47.5K +397 +41%
CFS
2512
CGC Financial Services
Oregon
$162K – – –
CWMS
2513
CFG Wealth Management Services
Indiana
$162K +$161K +1,346 New
LC
2514
Lavaca Capital
Texas
$159K – – –
BHWM
2515
Beaird Harris Wealth Management
Texas
$158K +$20.3K +170 +15%
WA
2516
Walsh & Associates
Florida
$157K +$157K +1,309 New
CCMI
2517
Creative Capital Management Investments
California
$155K +$2.15K +18 +1%
CJ
2518
Caitlin John
Michigan
$149K -$1.32K -11 -0.9%
LWM
2519
Lodestone Wealth Management
Washington
$148K +$147K +1,231 New
GG
2520
Gleason Group
Kentucky
$145K +$141K +1,178 +4,207%
MCM
2521
Mill Capital Management
North Carolina
$144K +$144K +1,200 New
RAM
2522
Reflection Asset Management
South Carolina
$136K +$132K +1,104 New
HHGA
2523
Halbert Hargrove Global Advisors
California
$135K -$1.79K -15 -1%
TAM
2524
Tucker Asset Management
Colorado
$135K – – –
GAFA
2525
Garton & Associates Financial Advisors
Kentucky
$132K +$131K +1,099 New
99 100
101
102 103