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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
351
Evermay Wealth Management
Virginia
$12.8M +$2.26M +21,562 +22%
EWA
352
EP Wealth Advisors
California
$12.7M +$6.6M +63,078 +116%
BFWA
353
Benchmark Financial Wealth Advisors
Florida
$12.7M -$211K -2,012 -2%
NPF
354
Norris Perne & French
Michigan
$12.7M +$58.1K +555 +0.5%
GRP
355
Global Retirement Partners
California
$12.6M +$608K +5,810 +5%
SFP
356
Strategic Financial Partners
Oregon
$12.6M +$1.13M +10,754 +10%
ECM
357
Exchange Capital Management
Michigan
$12.6M +$434K +4,150 +4%
RRA
358
Round Rock Advisors
Connecticut
$12.5M -$316K -3,021 -3%
SL
359
Salomon & Ludwin
Virginia
$12.4M +$1.24M +11,877 +12%
XF
360
XML Financial
Maryland
$12.4M -$72.1K -689 -0.6%
DAS
361
Dynamic Advisor Solutions
Arizona
$12.3M -$436K -4,167 -4%
HSA
362
HBK Sorce Advisory
Pennsylvania
$12.3M +$75.4K +720 +0.6%
GLLW
363
Graves Light Lenhart Wealth
Virginia
$12.3M +$374K +3,576 +3%
OIS
364
Okabena Investment Services
Minnesota
$12.3M +$6.49K +62 +0.1%
FVWA
365
Foster Victor Wealth Advisors
South Carolina
$12.2M -$2.2M -21,000 -16%
CWAF
366
Core Wealth Advisors (Florida)
Florida
$12.2M +$107K +1,018 +0.9%
PL
367
Polianta Ltd
Jersey
$12.2M -$2.45M -23,400 -17%
WWA
368
WC Walker & Associates
California
$12.1M -$147K -1,405 -1%
SBL
369
Sargent Bickham Lagudis
Colorado
$12.1M +$933K +8,911 +9%
MWC
370
MKD Wealth Coaches
Michigan
$12M -$1.03M -9,821 -8%
MCM
371
Monument Capital Management
Virginia
$12M +$5.95M +56,862 +106%
PAM
372
Peninsula Asset Management
Florida
$11.9M +$78K +745 +0.7%
OCM
373
One Capital Management
California
$11.9M -$653K -6,238 -5%
BWA
374
BDO Wealth Advisors
Florida
$11.9M +$992K +9,475 +9%
WSFS
375
Wilmington Savings Fund Society
Delaware
$11.9M -$9.32K -89 -0.1%
13 14
15
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