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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
376
Courier Capital
New York
$5.45M -$6.48K -74 -0.1%
IWA
377
Independence Wealth Advisors
Virginia
$5.45M -$325K -3,714 -6%
RWA
378
Redhawk Wealth Advisors
Minnesota
$5.45M +$5.47M +62,456 New
SHCM
379
Stokes & Hubbell Capital Management
Louisiana
$5.44M +$3.45M +39,331 +171%
VIP
380
Vantage Investment Partners
Missouri
$5.42M – – –
TPSF
381
Texas Permanent School Fund
Texas
$5.4M +$123K +1,400 +2%
HMC
382
Harvard Management Company
Massachusetts
$5.38M -$75.2K -858 -1%
NEGWA
383
New England Guild Wealth Advisors
Connecticut
$5.34M +$70K +799 +1%
BFO
384
Biltmore Family Office
North Carolina
$5.32M +$151K +1,720 +3%
PA
385
Pinnacle Associates
New York
$5.29M +$929K +10,609 +21%
MWM
386
Mascoma Wealth Management
New Hampshire
$5.29M -$551K -6,290 -9%
BTNA
387
Bremer Trust National Association
Minnesota
$5.22M -$103K -1,171 -2%
TCM
388
Towercrest Capital Management
Pennsylvania
$5.16M -$258K -2,950 -5%
MNBTD
389
Moody National Bank Trust Division
Texas
$5.11M +$5.13M +58,524 New
QCG
390
Quadrant Capital Group
Ohio
$5.09M +$95.4K +1,089 +2%
BRM
391
Boston Research & Management
Massachusetts
$5.01M +$438 +5 +0%
CPP
392
Crow Point Partners
Massachusetts
$5.01M +$1.32M +15,069 +36%
EWA
393
EP Wealth Advisors
California
$4.97M +$3.65M +41,622 +272%
DC
394
Davenport & Co
Virginia
$4.96M +$1.6M +18,257 +47%
FWCM
395
Ferguson Wellman Capital Management
Oregon
$4.91M +$127K +1,451 +3%
WS
396
Wela Strategies
Georgia
$4.9M -$306K -3,498 -6%
BWFA
397
Baltimore-Washington Financial Advisors
Maryland
$4.9M +$408K +4,661 +9%
MWM
398
Mission Wealth Management
California
$4.89M +$527K +6,012 +12%
STB
399
S&T Bank
Pennsylvania
$4.89M -$205K -2,342 -4%
SBWM
400
Sunflower Bank Wealth Management
Arizona
$4.88M +$19.2K +219 +0.4%
14 15
16
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