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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
M
2551
MATAURO
New York
$217K -$415K -3,022 -67%
TWA
2552
Trellis Wealth Advisors
California
$216K +$200K +1,454 New
CVA
2553
Central Valley Advisors
California
$215K +$199K +1,450 New
PCI
2554
Planning Center Inc
Illinois
$215K +$199K +1,449 New
OBWG
2555
Onyx Bridge Wealth Group
New York
$215K +$199K +1,448 New
TA
2556
TrueWealth Advisors
Alabama
$214K +$198K +1,442 New
IAP
2557
Indie Asset Partners
Indiana
$214K +$198K +1,440 New
AFA
2558
Arlington Financial Advisors
California
$213K +$197K +1,439 New
BPWM
2559
BCS Private Wealth Management
New Jersey
$213K +$197K +1,438 New
TAWM
2560
Three Arch Wealth Management
California
$213K +$197K +1,437 New
TIA
2561
Traphagen Investment Advisors
New Jersey
$213K +$197K +1,436 New
FLA
2562
Financial Life Advisors
Texas
$212K +$196K +1,429 New
OAS
2563
Optivise Advisory Services
Tennessee
$210K +$195K +1,419 New
LWM
2564
LJI Wealth Management
Indiana
$210K +$194K +1,416 New
KV
2565
Kickstand Ventures
New York
$210K +$194K +1,414 New
BC
2566
Burney Company
Virginia
$210K +$194K +1,413 New
TWM
2567
Triton Wealth Management
Arizona
$209K -$20.9K -152 -9%
PWM
2568
Paulson Wealth Management
Illinois
$209K +$194K +1,410 New
SIG
2569
Sky Investment Group
Connecticut
$209K – – –
4WM
2570
4J Wealth Management
Virginia
$209K -$62.2K -453 -24%
EFH
2571
Eaton Financial Holdings
Florida
$209K -$915K -6,671 -83%
FF
2572
Foundry Financial
California
$209K -$60.8K -443 -24%
VWM
2573
Vertrix Wealth Management
Michigan
$209K +$193K +1,407 New
AP
2574
Atwood & Palmer
Missouri
$209K – – –
PRP
2575
Peak Retirement Planning
Ohio
$209K +$193K +1,406 New
101 102
103
104 105