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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
2801
Augustine Asset Management
Florida
– -$288K -2,397 Closed
TI
2802
Trexquant Investment
Connecticut
– -$288K -2,395 Closed
EP
2803
Edgestream Partners
New Jersey
– -$281K -2,334 Closed
SIAG
2804
Safeguard Investment Advisory Group
California
– -$275K -2,287 Closed
BCM
2805
Bayesian Capital Management
New York
– -$274K -2,277 Closed
HWMO
2806
Heritage Wealth Management (Ohio)
Ohio
– -$272K -2,262 Closed
CCA
2807
Cypress Capital Advisors
Tennessee
– -$261K -2,171 Closed
RA
2808
Ruggaard & Associates
Ohio
– -$260K -2,162 Closed
OHIS
2809
Oak Harvest Investment Services
Texas
– -$253K -2,107 Closed
NFC
2810
Northstar Financial Companies
Pennsylvania
– -$249K -2,069 Closed
FA
2811
FSA Advisors
Michigan
– -$244K -2,030 Closed
RIP
2812
Reliant Investment Partners
North Carolina
– -$244K -2,030 Closed
CCM
2813
CFO Capital Management
Connecticut
– -$233K -1,939 Closed
FC
2814
FCA Corp
Texas
– -$229K -1,909 Closed
WFA
2815
Wells Financial Advisors
Massachusetts
– -$228K -1,898 Closed
LIA
2816
LS Investment Advisors
Michigan
– -$224K -1,864 Closed
OC
2817
Opal Capital
Florida
– -$244K -1,852 Closed
MPIA
2818
Milestones Private Investment Advisors
New York
– -$220K -1,830 Closed
PFA
2819
Perryman Financial Advisory
Texas
– -$216K -1,799 Closed
LG
2820
Leuthold Group
Minnesota
– -$211K -1,754 Closed
MPW
2821
MGO Private Wealth
California
– -$210K -1,748 Closed
APP
2822
Avantax Planning Partners
Iowa
– -$208K -1,731 Closed
MCCP
2823
Mission Creek Capital Partners
California
– -$207K -1,721 Closed
OFO
2824
OneAscent Family Office
Alabama
– -$206K -1,710 Closed
WMA
2825
William Mack & Associates
Michigan
– -$203K -1,690 Closed
111 112
113
114 115