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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
301
Roth Financial Partners
Texas
$14.7M -$180K -1,632 -1%
FWP
302
FAS Wealth Partners
Kansas
$14.6M +$412K +3,742 +3%
NCM
303
Novare Capital Management
North Carolina
$14.6M +$162K +1,473 +1%
EA
304
Evergreen Advisors
Tennessee
$14.6M +$601K +5,460 +4%
JFA
305
JNBA Financial Advisors
Minnesota
$14.5M -$540K -4,904 -4%
HR
306
Hardy Reed
Mississippi
$14.5M – – –
ASN
307
Advisory Services Network
Georgia
$14.4M -$1.36M -12,317 -9%
KFAA
308
Klaas Financial Asset Advisors
Illinois
$14.4M +$624K +5,663 +4%
CGA
309
Crescent Grove Advisors
Illinois
$14.3M +$2.51M +22,809 +21%
NFG
310
Nations Financial Group
Iowa
$14.3M +$185K +1,679 +1%
ZCM
311
Ziegler Capital Management
Illinois
$14.2M -$378K -3,434 -3%
IWMWV
312
Ironwood Wealth Management (West Virginia)
West Virginia
$14.1M -$2.9M -26,324 -17%
TCOV
313
Trust Company of Vermont
Vermont
$14.1M +$55.4K +503 +0.4%
HI
314
Hudock Inc
Pennsylvania
$14.1M +$218K +1,984 +2%
MSA
315
Marino Stram & Associates
Massachusetts
$14M +$14.2M +128,569 New
FFS
316
Founders Financial Securities
Maryland
$14M +$706K +6,415 +5%
EWA
317
Encompass Wealth Advisors
Oregon
$14M -$34.5K -313 -0.2%
BRC
318
BHF RG Capital
Arizona
$14M +$4.35M +39,463 +45%
GDP
319
Great Diamond Partners
Maine
$13.8M +$265K +2,403 +2%
EWM
320
Evermay Wealth Management
Virginia
$13.8M +$698K +6,341 +5%
BFWA
321
Benchmark Financial Wealth Advisors
Florida
$13.7M +$325K +2,949 +2%
PWLP
322
Prio Wealth Limited Partnership
Massachusetts
$13.7M +$78.7K +715 +0.6%
BC
323
Bartlett & Co
Ohio
$13.7M +$4.81M +43,702 +53%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$13.7M +$4.81M +43,702 +53%
RSWM
325
Robertson Stephens Wealth Management
California
$13.7M -$126K -1,141 -0.9%
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