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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
301
MTC Wealth Management
Florida
$16.1M +$430K +3,771 +3%
JMFC
302
J.M. Forbes & Co
Massachusetts
$16M +$15.9M +139,954 New
AAS
303
Ameritas Advisory Services
Nebraska
$15.9M +$15.8M +138,454 New
HI
304
Hudock Inc
Pennsylvania
$15.8M +$1.02M +8,980 +7%
ST
305
Smithfield Trust
Pennsylvania
$15.7M +$242K +2,125 +2%
FFS
306
Founders Financial Securities
Maryland
$15.7M +$981K +8,610 +7%
JFA
307
JNBA Financial Advisors
Minnesota
$15.6M +$387K +3,394 +3%
KFAA
308
Klaas Financial Asset Advisors
Illinois
$15.6M +$539K +4,732 +4%
CPO
309
Cerity Partners OCIO
New York
$15.6M -$1.03M -9,056 -6%
PCMC
310
Private Capital Management (Colorado)
Colorado
$15.6M -$455K -3,991 -3%
FANJ
311
Financial Architects (New Jersey)
New Jersey
$15.5M -$157K -1,374 -1%
NEPPG
312
New England Professional Planning Group
Rhode Island
$15.5M +$227K +1,995 +1%
RFP
313
Roth Financial Partners
Texas
$15.5M +$68.2K +598 +0.4%
EWA
314
Encompass Wealth Advisors
Oregon
$15.5M +$791K +6,942 +5%
NCMW
315
Northern Capital Management (Washington)
Washington
$15.5M -$89.7K -787 -0.6%
EA
316
Evergreen Advisors
Tennessee
$15.4M +$155K +1,361 +1%
BFWA
317
Benchmark Financial Wealth Advisors
Florida
$15.4M +$953K +8,360 +7%
RRA
318
Round Rock Advisors
Connecticut
$15.3M +$2.7M +23,719 +22%
NFG
319
Nations Financial Group
Iowa
$15.3M +$313K +2,747 +2%
HR
320
Hardy Reed
Mississippi
$15.2M – – –
FFA
321
Fi3 Financial Advisors
Indiana
$15.1M +$979K +8,587 +7%
EWM
322
Evermay Wealth Management
Virginia
$15.1M +$596K +5,230 +4%
TCOV
323
Trust Company of Vermont
Vermont
$15M +$232K +2,039 +2%
BWM
324
BerganKDV Wealth Management
Minnesota
$14.9M +$1.42M +12,502 +11%
AF
325
Ally Financial
Michigan
$14.9M +$14.8M +130,000 New
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13
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