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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
301
Transamerica Financial Advisors
Florida
$8.26M +$7.46M +118,085 +4,113%
XF
302
XML Financial
Maryland
$8.15M +$28.9K +458 +0.4%
NFG
303
Nations Financial Group
Iowa
$8.14M +$210K +3,321 +3%
ZCM
304
Ziegler Capital Management
Illinois
$8.09M +$175K +2,769 +2%
AC
305
AlphaCore Capital
California
$8.09M +$1.1M +17,349 +17%
WAAG
306
Wealth Alliance Advisory Group
Kansas
$8.01M +$7.41M +117,305 New
ATC
307
Argent Trust Co
Tennessee
$7.94M -$1.86M -29,531 -20%
JFA
308
JNBA Financial Advisors
Minnesota
$7.87M -$315K -4,995 -4%
BFWA
309
Benchmark Financial Wealth Advisors
Florida
$7.87M +$4.73M +74,964 +186%
PAM
310
Peninsula Asset Management
Florida
$7.85M -$441K -6,992 -6%
CWAF
311
Core Wealth Advisors (Florida)
Florida
$7.84M -$510K -8,081 -7%
OPS
312
Orion Portfolio Solutions
Nebraska
$7.82M +$2.48M +39,327 +52%
ST
313
Smithfield Trust
Pennsylvania
$7.7M +$877K +13,888 +14%
OIS
314
Okabena Investment Services
Minnesota
$7.66M +$7.08M +112,092 New
LPT
315
Legacy Private Trust
Wisconsin
$7.57M +$1.34M +21,224 +24%
GPA
316
Guidance Point Advisors
Massachusetts
$7.52M -$286K -4,537 -4%
PWLP
317
Prio Wealth Limited Partnership
Massachusetts
$7.52M -$11M -173,484 -61%
FFS
318
Founders Financial Securities
Maryland
$7.5M +$129K +2,050 +2%
PHAM
319
Palisades Hudson Asset Management
Florida
$7.42M +$75.2K +1,191 +1%
BC
320
Brinker Capital
Pennsylvania
$7.38M -$109K -1,727 -2%
PFG
321
PAX Financial Group
Texas
$7.36M +$6.8M +107,761 New
DAS
322
Dynamic Advisor Solutions
Arizona
$7.33M +$115K +1,824 +2%
PFPT
323
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.31M +$320K +5,072 +5%
LFS
324
Legacy Financial Strategies
Kansas
$7.28M -$26.9K -426 -0.4%
HFA
325
High Falls Advisors
New York
$7.25M +$481K +7,625 +8%
11 12
13
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