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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
326
Summit Asset Management
Tennessee
$14.3M -$19.3K -193 -0.1%
PWLP
327
Prio Wealth Limited Partnership
Massachusetts
$14.2M +$479K +4,792 +3%
PWM
328
Perigon Wealth Management
California
$14.1M -$328K -3,281 -2%
MHS
329
M Holdings Securities
Oregon
$14.1M +$124K +1,239 +0.9%
PFPT
330
Pinnacle Financial Partners (Tennessee)
Tennessee
$14M +$1.38M +13,811 +11%
CFGS
331
Concourse Financial Group Securities
Alabama
$14M -$3.19M -31,925 -18%
CGA
332
Crescent Grove Advisors
Illinois
$13.9M +$467K +4,670 +3%
TF
333
TimeScale Financial
Massachusetts
$13.9M -$477K -4,769 -3%
BIA
334
Bell Investment Advisors
California
$13.7M +$12.3K +123 +0.1%
RCAG
335
Rehmann Capital Advisory Group
Michigan
$13.6M +$187K +1,873 +1%
SB
336
Sunflower Bank
Texas
$13.5M +$12.6M +125,982 +921%
CA
337
Capital Advantage
California
$13.5M -$269K -2,688 -2%
RDFA
338
Ritter Daniher Financial Advisory
Ohio
$13.5M +$1.34M +13,439 +11%
NYLIM
339
New York Life Investment Management
New York
$13.5M +$552K +5,520 +4%
PG
340
Proffitt & Goodson
Tennessee
$13.5M +$2.69M +26,860 +24%
TWP
341
Transparent Wealth Partners
Arkansas
$13.4M +$423K +4,228 +3%
PCMC
342
Private Capital Management (Colorado)
Colorado
$13.3M -$702K -7,019 -5%
AAS
343
Ameritas Advisory Services
Nebraska
$13.3M -$5.66M -56,601 -29%
LIA
344
LBMC Investment Advisors
Tennessee
$13.3M +$477K +4,770 +4%
TPCW
345
TD Private Client Wealth
New York
$13.2M +$1.05M +10,505 +8%
WH
346
Whitcomb & Hess
Ohio
$13.2M +$77.6K +776 +0.6%
BSSFA
347
Baron Silver Stevens Financial Advisors
Florida
$13.2M -$1.88M -18,851 -12%
P
348
&Partners
Tennessee
$13.2M -$27.3K -273 -0.2%
MA
349
Montag & Associates
Georgia
$13.2M +$1.87M +18,751 +16%
TCOV
350
Trust Company of Vermont
Vermont
$13.2M +$39.3K +393 +0.3%
12 13
14
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