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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
2551
Global Wealth Strategies & Associates
Colorado
$115K +$36K +283 +44%
EPIME
2552
Evelyn Partners Investment Management (Europe)
$112K – – –
LC
2553
Lavaca Capital
Texas
$112K -$53.4K -420 -32%
PF
2554
PlanVest Financial
Maryland
$111K +$114K +895 New
JWM
2555
JPL Wealth Management
Colorado
$111K +$113K +891 New
PFG
2556
Premier Financial Group
California
$106K – – –
VR
2557
Vision Retirement
New Jersey
$106K -$97.4K -767 -47%
GWM
2558
Gilpin Wealth Management
Colorado
$105K +$11.4K +90 +12%
LI
2559
LRI Investments
Florida
$104K +$16.3K +128 +18%
MCM
2560
Manchester Capital Management
Vermont
$103K -$5.46K -43 -5%
RFA
2561
Reyes Financial Architecture
California
$103K +$508 +4 +0.5%
SHIM
2562
Stone House Investment Management
Pennsylvania
$103K +$4.07K +32 +4%
MNA
2563
Manning & Napier Advisors
New York
$102K +$99.5K +783 +1,958%
RRA
2564
Red Reef Advisors
Florida
$102K -$32K -252 -23%
SFCL
2565
Strengthening Families & Communities LLC
Massachusetts
$102K +$104K +820 New
DPW
2566
DiNuzzo Private Wealth
Pennsylvania
$97K – – –
SG
2567
Sankala Group
Colorado
$95.4K -$10.8K -85 -10%
HHGA
2568
Halbert Hargrove Global Advisors
California
$95K -$45.9K -361 -32%
PIS
2569
POM Investment Strategies
North Carolina
$94.8K +$96.4K +759 +18,975%
JFG
2570
JDM Financial Group
Texas
$93.9K – – –
BCV
2571
Banque Cantonale Vaudoise
Switzerland
$92K – – –
AWM
2572
Activest Wealth Management
Florida
$91.7K +$33.2K +261 +55%
RL
2573
Rogco LP
Oklahoma
$90.2K -$1.89M -14,872 -95%
BW
2574
Bravera Wealth
North Dakota
$90.1K -$15.8K -124 -15%
KFP
2575
Kerr Financial Planning
California
$88.9K -$1.14K -9 -1%
101 102
103
104 105