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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
351
Pettinga Financial Advisors
Indiana
$12.9M -$1.12M -11,716 -8%
WH
352
Whitcomb & Hess
Ohio
$12.9M +$113K +1,176 +0.9%
TCOV
353
Trust Company of Vermont
Vermont
$12.8M +$156K +1,623 +1%
TWM
354
Tradition Wealth Management
Minnesota
$12.8M +$1.74M +18,162 +16%
TWP
355
Transparent Wealth Partners
Arkansas
$12.7M +$598K +6,235 +5%
AC
356
Asio Capital
Kentucky
$12.7M +$3.06M +31,909 +31%
NYLIM
357
New York Life Investment Management
New York
$12.7M +$1.54M +16,021 +14%
LIA
358
LBMC Investment Advisors
Tennessee
$12.5M -$917K -9,558 -7%
CFG
359
Compton Financial Group
Maryland
$12.5M +$204K +2,124 +2%
HR
360
Hardy Reed
Mississippi
$12.5M – – –
PFPT
361
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.4M -$138K -1,442 -1%
JFA
362
JNBA Financial Advisors
Minnesota
$12.4M -$62.3K -650 -0.5%
AI
363
Atria Investments
North Carolina
$12.2M -$1.28M -13,378 -9%
CTC
364
Central Trust Company
Missouri
$12.2M -$558K -5,816 -4%
GPA
365
Guidance Point Advisors
Massachusetts
$12.2M +$783K +8,167 +7%
IA
366
IFP Advisors
Florida
$12M -$6.65M -69,359 -33%
FANJ
367
Financial Architects (New Jersey)
New Jersey
$12M +$41.1K +428 +0.3%
CCA
368
Cora Capital Advisors
New Jersey
$12M +$12.2M +126,829 New
BWIA
369
Bryant Woods Investment Advisors
New York
$12M +$398K +4,149 +3%
MSA
370
Marino Stram & Associates
Massachusetts
$12M +$34.1K +356 +0.3%
TPCW
371
TD Private Client Wealth
New York
$12M +$622K +6,490 +5%
EIG
372
Ellenbecker Investment Group
Wisconsin
$11.9M -$176K -1,837 -1%
DWA
373
Divergent Wealth Advisors
Utah
$11.9M -$21.1K -220 -0.2%
RDFA
374
Ritter Daniher Financial Advisory
Ohio
$11.9M +$6.13M +63,862 +103%
ECM
375
Exchange Capital Management
Michigan
$11.8M +$413K +4,310 +4%
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15
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