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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
326
Perigon Wealth Management
California
$18.4M +$3.43M +32,284 +24%
DAS
327
Dynamic Advisor Solutions
Arizona
$18.4M -$30.7K -289 -0.2%
PP
328
Pegasus Partners
Wisconsin
$18.3M -$1.36M -12,836 -7%
TCM
329
Twele Capital Management
Minnesota
$18.2M +$152K +1,429 +0.9%
AWM
330
Apollon Wealth Management
South Carolina
$18M -$2.59M -24,366 -13%
FNBT
331
FineMark National Bank & Trust
Florida
$18M +$778K +7,330 +5%
KWA
332
Kellett Wealth Advisors
Ohio
$18M -$30.6K -288 -0.2%
FHC
333
Fort Henry Capital
West Virginia
$17.9M +$21.8K +205 +0.1%
LA
334
Legacy Advisors
Pennsylvania
$17.9M +$1.19M +11,235 +7%
EA
335
Evergreen Advisors
Tennessee
$17.9M +$83.7K +788 +0.5%
LBC
336
Lowe Brockenbrough & Co
Virginia
$17.6M +$158K +1,486 +0.9%
CFP
337
Catalyst Financial Partners
Massachusetts
$17.6M +$647K +6,096 +4%
FHA
338
First Horizon Advisors
Tennessee
$17.6M -$948K -8,930 -5%
CFA
339
CWS Financial Advisors
Michigan
$17.5M +$519K +4,885 +3%
TGAM
340
TBH Global Asset Management
Tennessee
$17.4M -$3.38M -31,855 -17%
PWP
341
Principle Wealth Partners
Connecticut
$17.3M +$12.4M +117,198 +296%
SB
342
Sunflower Bank
Texas
$17.3M +$69.8K +657 +0.4%
FFW
343
Fusion Family Wealth
New York
$17.3M +$109K +1,028 +0.7%
BSSFA
344
Baron Silver Stevens Financial Advisors
Florida
$17.2M -$16.4K -154 -0.1%
OPWM
345
Oakwell Private Wealth Management
Texas
$17.2M +$1.19M +11,215 +8%
SAM
346
Summit Asset Management
Tennessee
$17.2M +$723K +6,805 +5%
PWM
347
Proathlete Wealth Management
Florida
$17.2M +$370K +3,485 +2%
VFIC
348
Valley Forge Investment Consultants
Pennsylvania
$17.1M +$875K +8,238 +6%
WWM
349
Waterway Wealth Management
Texas
$17.1M -$666K -6,273 -4%
DWM
350
Dakota Wealth Management
Florida
$17M -$1.83M -17,235 -10%
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