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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
326
Peninsula Asset Management
Florida
$7.77M -$304K -4,235 -4%
SW
327
SteelPeak Wealth
California
$7.72M +$7.66M +106,823 +3,392%
PHAM
328
Palisades Hudson Asset Management
Florida
$7.63M +$9.53K +133 +0.1%
SFWA
329
Summit Financial Wealth Advisors
Louisiana
$7.58M +$254K +3,551 +4%
PFPT
330
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.57M +$46.9K +655 +0.6%
GSIS
331
Global Strategic Investment Solutions
Arizona
$7.38M +$809K +11,287 +12%
YIA
332
YHB Investment Advisors
Connecticut
$7.3M +$7.45M +103,905 New
PA
333
Pinnacle Associates
New York
$7.27M +$419K +5,846 +6%
BWM
334
BerganKDV Wealth Management
Minnesota
$7.27M +$717K +9,998 +11%
CCMG
335
Clark Capital Management Group
Pennsylvania
$7.25M +$7.4M +103,236 New
ECM
336
Exchange Capital Management
Michigan
$7.23M +$193K +2,699 +3%
PWA
337
Physician Wealth Advisors
Utah
$7.2M -$909K -12,689 -11%
GPA
338
Guidance Point Advisors
Massachusetts
$7.19M -$552K -7,704 -7%
HCP
339
Holt Capital Partners
Texas
$7.12M +$19K +265 +0.3%
HCM
340
Hudson Capital Management
New Jersey
$7.07M -$2.82M -39,293 -28%
GRP
341
Global Retirement Partners
California
$7.06M -$308K -4,304 -4%
SF
342
Synovus Financial
Georgia
$7.04M +$269K +3,749 +4%
MIC
343
Means Investment Company
Maine
$7.02M +$310K +4,331 +5%
TWP
344
TFO Wealth Partners
Ohio
$7.01M -$717 -10 -0%
CA
345
Centerpoint Advisors
Massachusetts
$6.97M +$1.83M +25,519 +35%
LWA
346
Lineweaver Wealth Advisors
Ohio
$6.97M -$44.9K -627 -0.6%
IWC
347
Integrated Wealth Concepts
Massachusetts
$6.95M +$808K +11,268 +13%
EC
348
Estate Counselors
Wisconsin
$6.95M +$1.15M +16,100 +19%
VCM
349
Verde Capital Management
Michigan
$6.9M +$7.04M +98,274 New
SL
350
Salomon & Ludwin
Virginia
$6.89M +$27.7K +387 +0.4%
12 13
14
15 16