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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
326
OneDigital Investment Advisors
Kansas
$19.9M -$1.9M -15,939 -8%
OPWM
327
Oakwell Private Wealth Management
Texas
$19.9M +$2.14M +17,933 +12%
BSSFA
328
Baron Silver Stevens Financial Advisors
Florida
$19.8M +$674K +5,638 +3%
EAMA
329
EFG Asset Management (Americas)
Florida
$19.8M -$132K -1,107 -0.6%
LMIM
330
Lockheed Martin Investment Management
Maryland
$19.8M +$19.2M +160,500 +1,384%
EA
331
Evergreen Advisors
Tennessee
$19.8M +$159K +1,331 +0.8%
IWC
332
Integrated Wealth Concepts
Massachusetts
$19.8M +$489K +4,090 +2%
SAM
333
Summit Asset Management
Tennessee
$19.6M +$479K +4,008 +2%
MA
334
Montag & Associates
Georgia
$19.6M +$12.7M +106,695 +169%
TCM
335
Twele Capital Management
Minnesota
$19.5M +$125K +1,049 +0.6%
EW
336
Enzi Wealth
Texas
$19.5M +$315K +2,640 +2%
AAS
337
Ameritas Advisory Services
Nebraska
$19.4M +$2.7M +22,562 +15%
RDFA
338
Ritter Daniher Financial Advisory
Ohio
$19.4M -$1.18M -9,859 -6%
PAS
339
PKS Advisory Services
New York
$19.3M +$20M +167,810 New
ST
340
Smithfield Trust
Pennsylvania
$19.3M -$110K -924 -0.5%
CFA
341
CWS Financial Advisors
Michigan
$19.3M +$319K +2,670 +2%
FNBT
342
FineMark National Bank & Trust
Florida
$19.2M +$189K +1,585 +1%
FFW
343
Fusion Family Wealth
New York
$19.2M +$119K +996 +0.6%
ECG
344
EPIQ Capital Group
California
$19.2M +$20.9K +175 +0.1%
VFIC
345
Valley Forge Investment Consultants
Pennsylvania
$19M +$564K +4,724 +3%
YCM
346
Yousif Capital Management
Michigan
$19M +$771K +6,457 +4%
GIM
347
Goelzer Investment Management
Indiana
$19M -$3.32M -27,827 -14%
HWM
348
HB Wealth Management
Georgia
$18.8M +$2.59M +21,690 +15%
NA
349
Nottingham Advisors
New York
$18.8M -$2.34M -19,554 -11%
WT
350
Washington Trust
Rhode Island
$18.6M +$267K +2,238 +1%
12 13
14
15 16