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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
251
Consolidated Portfolio Review Corp
New York
$25.4M +$20.7M +173,129 +448%
BHIA
252
Birch Hill Investment Advisors
Massachusetts
$25.4M +$32.1K +268 +0.1%
GIA
253
Gladstone Institutional Advisory
Florida
$25.2M +$1.22M +10,169 +5%
DADC
254
D.A. Davidson & Co
Montana
$25.2M -$2.12M -17,721 -8%
KLI
255
Kelman-Lazarov Inc
Tennessee
$25.1M +$586K +4,904 +2%
AWA
256
Arkadios Wealth Advisors
Georgia
$25.1M +$7.45M +62,310 +42%
1SB
257
1ST Source Bank
Indiana
$24.6M +$356K +2,974 +1%
TI
258
Tidal Investments
Wisconsin
$24.6M +$24.4M +204,282 New
MT
259
Midwest Trust
Kansas
$24.4M -$1.3M -10,882 -5%
CIC
260
Cutler Investment Counsel
Oregon
$24.4M +$1.16M +9,720 +5%
KWMG
261
King Wealth Management Group
Florida
$24.1M +$385K +3,219 +2%
HTIM
262
Harbour Trust & Investment Management
Indiana
$24.1M +$15.3K +128 +0.1%
CVSC
263
C.V. Starr & Co
New York
$24.1M – – –
CI
264
Constellation Investments
Ohio
$24M – – –
PAI
265
Pittenger & Anderson Inc
Nebraska
$23.9M +$554K +4,635 +2%
RFP
266
Roth Financial Partners
Texas
$23.8M +$211K +1,762 +0.9%
YCM
267
Yousif Capital Management
Michigan
$23.8M -$2.49M -20,781 -10%
PWM
268
Perigon Wealth Management
California
$23.6M +$304K +2,545 +1%
FMN
269
Financial Management Network
California
$23.3M +$247K +2,068 +1%
WPA
270
West Paces Advisors
Georgia
$23.3M -$303K -2,532 -1%
SPC
271
Sigma Planning Corp
Michigan
$23.3M +$378K +3,158 +2%
SB
272
Simmons Bank
Arkansas
$23M -$319K -2,668 -1%
LFS
273
Lutz Financial Services
Nebraska
$23M +$1.33M +11,119 +6%
BWM
274
Baron Wealth Management
Michigan
$22.9M -$2.61M -21,832 -10%
CPA
275
Capital Performance Advisors
California
$22.8M +$22.7M +189,913 New
9 10
11
12 13