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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
401
Brookmont Capital Management
Texas
$543K +$138K +2,400 +35%
AL
402
Aspiriant LLC
California
$540K – – –
CONA
403
Capital One National Association
New York
$529K +$226K +3,940 +78%
SNT
404
Security National Trust
West Virginia
$523K – – –
BFA
405
Beaumont Financial Advisors
Massachusetts
$516K -$33.9K -592 -6%
PTB
406
Pioneer Trust Bank
Oregon
$510K +$11.5K +200 +2%
TFCP
407
Twin Focus Capital Partners
Massachusetts
$505K +$30.8K +538 +7%
CT
408
Coastline Trust
Rhode Island
$504K -$573 -10 -0.1%
WWM
409
Willingdon Wealth Management
North Carolina
$498K -$150K -2,620 -24%
HCM
410
Howland Capital Management
Massachusetts
$497K +$22.9K +400 +5%
RWA
411
Ropes Wealth Advisors
Massachusetts
$497K +$483K +8,428 New
SCA
412
Salient Capital Advisors
Texas
$493K +$11.5K +200 +2%
FIM
413
Frontier Investment Management
Texas
$493K +$490K +8,544 New
CCT
414
Capital City Trust
Florida
$485K – – –
BWFA
415
Baltimore-Washington Financial Advisors
Maryland
$481K -$1.38K -24 -0.3%
BCM
416
BTC Capital Management
Iowa
$475K -$241K -4,198 -34%
BAS
417
Brown Advisory Securities
Maryland
$474K +$32.8K +572 +8%
HB
418
Homrich & Berg
Georgia
$468K +$59.2K +1,034 +15%
HCMT
419
Highland Capital Management (Tennessee)
Tennessee
$464K – – –
AWM
420
Affinity Wealth Management
Delaware
$457K -$28K -488 -6%
DSC
421
Duncker Streett & Co
Missouri
$455K -$18.7K -326 -4%
BSW
422
Buckingham Strategic Wealth
Missouri
$450K -$23.7K -414 -5%
MMLI
423
Massachusetts Mutual Life Insurance
Massachusetts
$443K +$430K +7,508 New
MC
424
Moors & Cabot
Massachusetts
$441K -$23.5K -410 -5%
MCM
425
Maple Capital Management
Vermont
$438K – – –
15 16
17
18 19