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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
401
Clifford Swan Investment Counsel
California
$327K – – –
ZF
402
Zhang Financial
Michigan
$306K – – –
LIA
403
LS Investment Advisors
Michigan
$304K – – –
DC
404
Davenport & Co
Virginia
$303K +$6.49K +120 +2%
BOS
405
Bingham Osborn & Scarborough
California
$299K -$21.3K -394 -7%
DWT
406
Dorsey & Whitney Trust
South Dakota
$299K – – –
RW
407
Rand Wealth
Maryland
$299K +$288K +5,334 New
DT
408
Diversified Trust
Tennessee
$297K +$287K +5,308 New
PO
409
Private Ocean
California
$287K +$324 +6 +0.1%
MC
410
Mathes Company
New York
$286K +$276K +5,100 New
EWM
411
Empirical Wealth Management
Washington
$283K -$12.4K -230 -4%
PL
412
Plancorp LLC
Missouri
$282K -$89.9K -1,662 -25%
AFG
413
Arkansas Financial Group
Arkansas
$276K +$35.9K +664 +16%
MP
414
Manifold Partners
California
$274K -$439K -8,116 -62%
WSTAM
415
Wilbanks Smith & Thomas Asset Management
Virginia
$274K -$3.68K -68 -1%
CMP
416
Courage Miller Partners
Virginia
$271K +$2.06K +38 +0.8%
MAM
417
Marquette Asset Management
Minnesota
$270K +$6.92K +128 +3%
NIC
418
Northwest Investment Counselors
Oregon
$267K – – –
I
419
IberiaBank
Louisiana
$265K -$26.7K -494 -9%
SBH
420
Segall Bryant & Hamill
Illinois
$263K -$94.5K -1,748 -27%
NL
421
NWAM LLC
Washington
$263K -$433 -8 -0.2%
BPCE
422
Bank Pictet & Cie (Europe)
Germany
$258K – – –
MCC
423
Mid Continent Capital
Illinois
$255K -$5.41K -100 -2%
BHTS
424
Bar Harbor Trust Services
Maine
$254K -$72.7K -1,344 -23%
WIL
425
Winifred I. Li
$248K – – –
15 16
17
18 19