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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
401
Oakwell Private Wealth Management
Texas
$11.1M +$825K +8,603 +8%
DAS
402
Dynamic Advisor Solutions
Arizona
$11.1M +$316K +3,296 +3%
WT
403
Washington Trust
Rhode Island
$11.1M +$2.69M +28,010 +31%
JWBC
404
John W. Brooker & Co
California
$11.1M -$10.9K -114 -0.1%
CA
405
Centerpoint Advisors
Massachusetts
$11.1M -$1.22M -12,763 -10%
CSPAM
406
Cary Street Partners Asset Management
Virginia
$11M +$11.1M +116,054 New
FF
407
Francis Financial
$11M +$114K +1,185 +1%
HF
408
HRT Financial
New York
$11M +$11.1M +115,797 New
NCM
409
Neumann Capital Management
California
$11M -$6.91K -72 -0.1%
BWM
410
Bulltick Wealth Management
Florida
$10.9M +$11.1M +115,670 New
BHIA
411
Birch Hill Investment Advisors
Massachusetts
$10.9M -$76K -792 -0.7%
SFWA
412
Summit Financial Wealth Advisors
Louisiana
$10.9M -$121K -1,258 -1%
CPG
413
Cornerstone Planning Group
New Jersey
$10.9M +$10.6M +110,254 New
MIC
414
Means Investment Company
Maine
$10.9M +$104K +1,083 +1%
KPWS
415
Kestra Private Wealth Services
Texas
$10.8M +$2.97M +30,975 +37%
RIA
416
Regal Investment Advisors
Michigan
$10.8M +$175K +1,823 +2%
GIA
417
Gladstone Institutional Advisory
Florida
$10.8M -$455K -4,739 -4%
PFM
418
Phillips Financial Management
Indiana
$10.8M -$1.76M -18,357 -14%
MWM
419
MTC Wealth Management
Florida
$10.8M +$14.9K +155 +0.1%
VCP
420
Verus Capital Partners
Arizona
$10.8M -$83.4K -870 -0.8%
JC
421
JB Capital
Connecticut
$10.7M -$4.3M -44,858 -28%
BFWA
422
Benchmark Financial Wealth Advisors
Florida
$10.7M -$860K -8,966 -7%
FM
423
Family Management
New York
$10.7M +$9.47M +98,725 +711%
C
424
Certuity
Florida
$10.7M -$32.9K -343 -0.3%
PG
425
Proffitt & Goodson
Tennessee
$10.6M +$2.57M +26,773 +31%
15 16
17
18 19