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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
351
Strategic Financial Partners
Oregon
$12.5M +$545K +4,952 +5%
NCM
352
Neumann Capital Management
California
$12.5M -$36.4K -331 -0.3%
AIC
353
Ameritas Investment Company
Nebraska
$12.5M +$2.69M +24,428 +27%
MWC
354
MKD Wealth Coaches
Michigan
$12.5M +$257K +2,333 +2%
W
355
Wealthquest
Ohio
$12.4M -$3.58M -32,501 -22%
KLI
356
Kelman-Lazarov Inc
Tennessee
$12.4M -$87.6K -796 -0.7%
WH
357
Whitcomb & Hess
Ohio
$12.4M +$470K +4,270 +4%
SFWA
358
Summit Financial Wealth Advisors
Louisiana
$12.4M +$183K +1,664 +1%
MIC
359
Means Investment Company
Maine
$12.4M +$607K +5,509 +5%
OIS
360
Okabena Investment Services
Minnesota
$12.4M +$1.21K +11 +0%
P
361
&Partners
Tennessee
$12.3M +$695K +6,312 +6%
SG
362
StoneX Group
New York
$12.3M +$789K +7,162 +7%
PAM
363
Peninsula Asset Management
Florida
$12.2M +$255K +2,320 +2%
CWM
364
Cranbrook Wealth Management
Michigan
$12.2M +$445K +4,041 +4%
FVWA
365
Foster Victor Wealth Advisors
South Carolina
$12.1M +$41.1K +373 +0.3%
TPCW
366
TD Private Client Wealth
New York
$12M +$2.6M +23,612 +27%
RRA
367
Round Rock Advisors
Connecticut
$12M -$504K -4,580 -4%
PFPT
368
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.9M +$444K +4,033 +4%
CB
369
Community Bank
New York
$11.9M -$1.98M -17,999 -14%
HFA
370
High Falls Advisors
New York
$11.8M +$31.6K +287 +0.3%
PHAM
371
Palisades Hudson Asset Management
Florida
$11.8M -$58.6K -532 -0.5%
IWMA
372
Ironwood Wealth Management (Arizona)
Arizona
$11.7M +$4.32M +39,269 +58%
SGI
373
Summit Global Investments
Utah
$11.7M -$821K -7,456 -7%
DWA
374
Divergent Wealth Advisors
Utah
$11.7M +$3.05M +27,688 +35%
WWM
375
Wiser Wealth Management
Georgia
$11.7M +$1.57M +14,228 +15%
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15
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