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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
326
Gupta Wealth Management
California
$1.05M +$476K +8,048 +82%
MAS
327
Madden Advisory Services
Florida
$1.05M – – –
OA
328
Outfitter Advisors
Virginia
$1.03M -$17.7K -300 -2%
FHB
329
First Hawaiian Bank
Hawaii
$1.02M -$4.26M -72,000 -81%
OCM
330
One Capital Management
California
$1.02M +$123K +2,082 +14%
PAM
331
Peak Asset Management
Colorado
$1.01M – – –
PCM
332
Parsons Capital Management
Rhode Island
$985K +$57.4K +970 +6%
CIS
333
Connors Investor Services
Pennsylvania
$967K +$30.2K +510 +3%
SFI
334
SPC Financial Inc
Maryland
$966K -$59.1K -1,000 -6%
BHBT
335
Burke & Herbert Bank & Trust
Virginia
$964K +$136K +2,304 +16%
CAM
336
Cidel Asset Management
Ontario, Canada
$929K – – –
EFS
337
Essex Financial Services
Connecticut
$929K +$25.5K +432 +3%
DCM
338
Donaldson Capital Management
Indiana
$928K +$94.8K +1,604 +11%
LIC
339
Lodestar Investment Counsel
Illinois
$926K +$18.3K +310 +2%
HSA
340
HBK Sorce Advisory
Pennsylvania
$918K +$95.4K +1,614 +12%
BFM
341
Boothbay Fund Management
New York
$898K +$901K +15,230 New
CC
342
Cadinha & Co
Hawaii
$894K +$49.3K +834 +6%
PL
343
Parthenon LLC
Kentucky
$879K +$111K +1,880 +14%
FWM
344
Frontier Wealth Management
Missouri
$875K +$152K +2,570 +21%
DY
345
Dowling & Yahnke
California
$866K -$75K -1,268 -8%
IWMPD
346
Integrated Wealth Management (Palm Desert)
California
$860K +$29.6K +500 +4%
PP
347
Pegasus Partners
Wisconsin
$843K +$845K +14,298 New
CL
348
Choreo LLC
Illinois
$832K +$8.99K +152 +1%
RFS
349
Rockefeller Financial Services
New York
$825K – – –
PFM
350
Parsec Financial Management
North Carolina
$823K +$21.4K +362 +3%
12 13
14
15 16