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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
$20.1M +$1.49M +14,063 +8%
PFPT
302
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.9M +$580K +5,466 +3%
IA
303
IFG Advisors
Missouri
$19.8M +$776K +7,309 +4%
T
304
TrueFG
Texas
$19.8M +$265K +2,491 +1%
HI
305
Horizon Investments
North Carolina
$19.7M -$2.71M -25,564 -13%
EWM
306
Executive Wealth Management
Michigan
$19.7M -$1.12M -10,572 -6%
WJA
307
Willis Johnson & Associates
Texas
$19.6M +$446K +4,197 +2%
CAL
308
Capital Analysts LLC
Pennsylvania
$19.4M +$679K +6,392 +4%
FTWA
309
Fifth Third Wealth Advisors
Ohio
$19.3M +$10M +94,249 +117%
ST
310
Smithfield Trust
Pennsylvania
$19.3M +$255K +2,397 +1%
RWP
311
RWA Wealth Partners
Massachusetts
$19.2M -$5.55M -52,305 -23%
RDFA
312
Ritter Daniher Financial Advisory
Ohio
$19.2M +$374K +3,522 +2%
RWB
313
RMR Wealth Builders
New Jersey
$19.2M +$1.8M +16,948 +11%
FMWA
314
Forvis Mazars Wealth Advisors
Missouri
$19.1M +$420K +3,952 +2%
IC
315
IEQ Capital
California
$19M +$17.4M +164,203 +2,038%
BFG
316
Bleakley Financial Group
New Jersey
$18.9M +$809K +7,616 +5%
BPA
317
Beacon Pointe Advisors
California
$18.8M -$404K -3,803 -2%
FHB
318
First Hawaiian Bank
Hawaii
$18.8M -$4.71M -44,335 -21%
LNC
319
Lincoln National Corp
Pennsylvania
$18.7M +$949K +8,933 +6%
PWMAG
320
Pinnacle Wealth Management Advisory Group
New Jersey
$18.5M -$403K -3,795 -2%
KWMG
321
King Wealth Management Group
Florida
$18.5M +$395K +3,724 +2%
JA
322
JVL Associates
Michigan
$18.4M +$271K +2,553 +2%
PPA
323
Painted Porch Advisors
California
$18.4M +$2.07M +19,534 +13%
TCA
324
Trifecta Capital Advisors
Illinois
$18.4M +$1.31M +12,293 +8%
NL
325
Navalign LLC
California
$18.4M +$3.15M +29,707 +22%
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13
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