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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
376
Rockefeller Financial Services
New York
$843K +$74K +1,314 +9%
HSA
377
HBK Sorce Advisory
Pennsylvania
$842K +$5.18K +92 +0.6%
RPG
378
Risk Paradigm Group
Texas
$841K +$748K +13,278 +666%
JWBC
379
J.W. Burns & Co
New York
$834K +$249K +4,426 +41%
BA
380
Bristlecone Advisors
Washington
$829K +$848K +15,056 New
DCM
381
Donaldson Capital Management
Indiana
$826K +$1.47K +26 +0.2%
FWM
382
Frontier Wealth Management
Missouri
$822K +$4.96K +88 +0.6%
BB
383
Busey Bank
Illinois
$791K -$174K -3,084 -18%
PL
384
Parthenon LLC
Kentucky
$791K -$16.9K -300 -2%
PP
385
Pegasus Partners
Wisconsin
$787K – – –
LNC
386
Lincoln National Corp
Pennsylvania
$782K +$248K +4,396 +40%
IWMPD
387
Integrated Wealth Management (Palm Desert)
California
$772K -$31.3K -556 -4%
MCTIC
388
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$770K – – –
HCM
389
Hollencrest Capital Management
California
$769K +$58.5K +1,038 +8%
FMWA
390
Forvis Mazars Wealth Advisors
Missouri
$752K -$11.5K -204 -1%
ANBTV
391
American National Bank & Trust (Virginia)
Virginia
$752K +$65K +1,154 +9%
SSWM
392
Smith Salley Wealth Management
North Carolina
$752K +$65K +1,154 +9%
MJRIC
393
Mogy Joel R Investment Counsel
California
$751K -$11.3K -200 -1%
CCT
394
Country Club Trust
Missouri
$751K – – –
AOWM
395
Alpha Omega Wealth Management
Virginia
$750K +$768K +13,620 New
WCWM
396
Wooster Corthell Wealth Management
Connecticut
$747K -$225 -4 -0%
NPT
397
Nixon Peabody Trust
Massachusetts
$744K +$761K +13,504 New
HCM
398
Hodges Capital Management
Texas
$743K +$192K +3,400 +34%
MFT
399
Moisand Fitzgerald Tamayo
Florida
$732K +$749K +13,290 New
PAM
400
Peak Asset Management
Colorado
$727K – – –
14 15
16
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