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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
351
Marino Stram & Associates
Massachusetts
$14.1M +$71K +658 +0.5%
P
352
&Partners
Tennessee
$14M +$1.29M +11,958 +10%
TWM
353
Tanglewood Wealth Management
Texas
$13.9M +$13.9M +128,946 New
WH
354
Whitcomb & Hess
Ohio
$13.8M +$408K +3,780 +3%
IWS
355
Insight Wealth Strategies
California
$13.8M +$208K +1,926 +2%
WWM
356
Wiser Wealth Management
Georgia
$13.7M +$1.53M +14,140 +13%
EVM
357
Eaton Vance Management
Massachusetts
$13.6M +$709K +6,570 +5%
EWM
358
Evermay Wealth Management
Virginia
$13.5M -$674K -6,242 -5%
HF
359
Halpern Financial
Virginia
$13.5M +$4.09M +37,876 +43%
TPCW
360
TD Private Client Wealth
New York
$13.4M +$1.1M +10,217 +9%
C
361
Certuity
Florida
$13.4M +$2.45M +22,684 +22%
NL
362
NWAM LLC
Washington
$13.4M -$266K -2,467 -2%
CIG
363
Cairn Investment Group
Washington
$13.3M -$3.13M -29,006 -19%
BHIA
364
Birch Hill Investment Advisors
Massachusetts
$13.3M +$1.56M +14,427 +13%
EIG
365
Ellenbecker Investment Group
Wisconsin
$13.3M +$147K +1,358 +1%
PI
366
Pachira Investments
California
$13.3M +$471K +4,361 +4%
FWP
367
FAS Wealth Partners
Kansas
$13.3M -$58.6K -543 -0.4%
BWA
368
BDO Wealth Advisors
Florida
$13.3M +$2.23M +20,670 +20%
PP
369
Pegasus Partners
Wisconsin
$13.3M +$5.46M +50,632 +70%
ECM
370
Exchange Capital Management
Michigan
$13.3M +$92.7K +859 +0.7%
PFPT
371
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.2M +$1.64M +15,166 +14%
RCAG
372
Rehmann Capital Advisory Group
Michigan
$13.2M -$80.9K -750 -0.6%
MA
373
Montag & Associates
Georgia
$13.2M -$8.55M -79,251 -39%
CWAF
374
Core Wealth Advisors (Florida)
Florida
$13.2M +$380K +3,521 +3%
PA
375
Pinnacle Associates
New York
$13.1M +$2.26M +20,917 +21%
13 14
15
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