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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
401
Brio Consultants
California
$10.9M +$570K +5,173 +5%
HI
402
Human Investing
Oregon
$10.9M +$512K +4,647 +5%
GSIS
403
Global Strategic Investment Solutions
Arizona
$10.9M – – –
C
404
Certuity
Florida
$10.9M +$1.24M +11,258 +13%
B
405
Bailard
California
$10.8M +$84.8K +770 +0.8%
IWP
406
Icon Wealth Partners
Texas
$10.8M +$975K +8,852 +10%
CCA
407
Cadent Capital Advisors
Oklahoma
$10.8M +$483K +4,386 +5%
KPWS
408
Kestra Private Wealth Services
Texas
$10.7M +$742K +6,743 +7%
RWA
409
Ropes Wealth Advisors
Massachusetts
$10.7M -$6.94K -63 -0.1%
DJSG
410
D.J. St. Germain
Massachusetts
$10.6M -$993K -9,016 -8%
BIA
411
Bell Investment Advisors
California
$10.6M +$10.7M +97,277 New
TWP
412
TFO Wealth Partners
Ohio
$10.6M – – –
SI
413
Stephens Inc
Arkansas
$10.6M -$4.89M -44,365 -31%
1C
414
1623 Capital
Virginia
$10.6M – – –
PFG
415
Pacific Financial Group
Washington
$10.6M +$110K +998 +1%
OCM
416
One Capital Management
California
$10.6M -$817K -7,420 -7%
CG
417
CFO4Life Group
Texas
$10.5M +$189K +1,714 +2%
PWP
418
Personal Wealth Partners
Minnesota
$10.5M -$3.32M -30,129 -24%
LIA
419
LBMC Investment Advisors
Tennessee
$10.4M -$2.02M -18,372 -19%
PCIA
420
Prime Capital Investment Advisors
Kansas
$10.4M +$7.42M +67,380 +241%
IA
421
IFG Advisors
Missouri
$10.4M +$246K +2,233 +2%
TCM
422
Towercrest Capital Management
Pennsylvania
$10.3M +$374K +3,393 +4%
MAS
423
Managed Account Services
Florida
$10.3M -$1.96M -17,756 -16%
BSAM
424
Blue Square Asset Management
New York
$10.2M +$253K +2,295 +3%
HPWM
425
Highland Private Wealth Management
Washington
$10.2M +$1.04M +9,488 +11%
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17
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