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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2526
Carlson Financial
Oregon
$232K +$215K +1,568 New
AF
2527
Align Financial
Minnesota
$232K – – –
JGIA
2528
Jackson Grant Investment Advisers
Connecticut
$232K – – –
SCM
2529
Saxony Capital Management
Missouri
$232K +$214K +1,562 New
CCG
2530
Cypress Capital Group
Florida
$231K +$213K +1,555 New
OCPWS
2531
One Charles Private Wealth Services
Massachusetts
$230K +$213K +1,551 New
WF
2532
Warner Financial
Maryland
$230K +$213K +1,551 New
OHIS
2533
Oak Harvest Investment Services
Texas
$230K +$213K +1,549 New
WQ
2534
Wealth Quarterback
New Jersey
$230K +$212K +1,548 New
WFP
2535
Wrenne Financial Planning
Kentucky
$229K +$212K +1,547 New
OWMIAS
2536
One Wealth Management Investment & Advisory Services
Florida
$229K +$212K +1,543 New
JDLA
2537
J. Derek Lewis & Associates
California
$229K -$10K -73 -5%
TCTWM
2538
Three Cord True Wealth Management
Pennsylvania
$228K +$211K +1,540 New
MCCP
2539
Mission Creek Capital Partners
California
$228K +$211K +1,538 New
SIC
2540
SJS Investment Consulting
Ohio
$228K -$9.74K -71 -4%
NWM
2541
Navigate Wealth Management
Alabama
$228K – – –
MWM
2542
Maripau Wealth Management
Indiana
$228K +$211K +1,535 New
GBFP
2543
Golden Bell Financial Planning
Georgia
$227K +$210K +1,530 New
ECAM
2544
East Coast Asset Management
Massachusetts
$227K +$210K +1,528 New
CFS
2545
Cannon Financial Strategists
Georgia
$226K +$209K +1,523 New
APIM
2546
Agate Pass Investment Management
Washington
$226K +$209K +1,521 New
WIA
2547
Westbourne Investment Advisors
Maryland
$225K +$209K +1,520 New
HFO
2548
Heritage Family Offices
Arizona
$225K -$99.9K -728 -32%
PEWA
2549
Pacific Excel Wealth Advisors
California
$225K +$208K +1,515 New
AWM
2550
Alterna Wealth Management
Texas
$224K -$54.6K -398 -21%
100 101
102
103 104