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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
276
Evermay Wealth Management
Virginia
$1.03M +$179K +3,310 +21%
MC
277
Middleton & Co
Massachusetts
$1.03M +$1.01M +18,650 New
PFPT
278
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.02M +$212K +3,930 +27%
OA
279
Outfitter Advisors
Virginia
$1.02M -$70.3K -1,300 -7%
OCG
280
Opus Capital Group
Ohio
$1M +$204K +3,780 +26%
SFI
281
SPC Financial Inc
Maryland
$996K -$16.2K -300 -2%
TCM
282
Telos Capital Management
California
$981K +$109K +2,010 +13%
CAMI
283
Concord Asset Management (Illinois)
Illinois
$972K – – –
AWA
284
Arete Wealth Advisors
Illinois
$964K – – –
PA
285
Planning Alternatives
Michigan
$956K +$504K +9,314 +116%
CCT
286
Country Club Trust
Missouri
$942K -$150K -2,772 -14%
KCPG
287
Kavar Capital Partners Group
Kansas
$909K -$269K -4,972 -23%
BWAM
288
Boyd Watterson Asset Management
Ohio
$908K -$90.2K -1,668 -9%
MJRIC
289
Mogy Joel R Investment Counsel
California
$894K -$32.4K -600 -4%
TPP
290
Triangle Peak Partners
California
$888K +$11.9K +220 +1%
WA
291
WESPAC Advisors
California
$884K -$14.6K -270 -2%
CCFCSB
292
Cape Cod Five Cents Savings Bank
Massachusetts
$873K -$157K -2,908 -16%
DY
293
Dowling & Yahnke
California
$871K +$41.5K +768 +5%
CWM
294
Concert Wealth Management
California
$870K +$865 +16 +0.1%
CFB
295
Cullen/Frost Bankers
Texas
$862K -$322K -5,960 -28%
MFW
296
Meristem Family Wealth
Minnesota
$852K – – –
NCM
297
Novare Capital Management
North Carolina
$844K +$18.9K +350 +2%
EFS
298
Essex Financial Services
Connecticut
$841K +$23.8K +440 +3%
MPM
299
Meritage Portfolio Management
Kansas
$834K -$169K -3,126 -17%
RP
300
Reinhart Partners
Wisconsin
$818K -$47.6K -880 -6%
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