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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
401
Evermay Wealth Management
Virginia
$11.7M -$107K -1,119 -0.9%
CAG
402
Crestwood Advisors Group
Massachusetts
$11.7M -$5.44M -57,094 -33%
VBFG
403
Vishria Bird Financial Group
Tennessee
$11.7M -$26.7K -280 -0.2%
JWBC
404
John W. Brooker & Co
California
$11.6M +$64.2K +674 +0.6%
NCM
405
Neumann Capital Management
California
$11.6M +$50.2K +527 +0.5%
GIA
406
Gladstone Institutional Advisory
Florida
$11.5M +$356K +3,734 +3%
SLFPAM
407
St. Louis Financial Planners Asset Management
Missouri
$11.5M -$209K -2,191 -2%
FCBT
408
First Citizens Bank & Trust
North Carolina
$11.5M +$17.6K +185 +0.2%
PCMC
409
Private Capital Management (Colorado)
Colorado
$11.4M -$2.16M -22,700 -17%
DAS
410
Dynamic Advisor Solutions
Arizona
$11.4M -$788K -8,274 -7%
VCP
411
Verus Capital Partners
Arizona
$11.4M +$206K +2,163 +2%
B
412
Bailard
California
$11.4M +$351K +3,687 +3%
PWM
413
Perigon Wealth Management
California
$11.4M -$2.99M -31,417 -22%
LC
414
LTG Capital
Massachusetts
$11.3M +$233K +2,443 +2%
CFP
415
Catalyst Financial Partners
Massachusetts
$11.3M +$1.61M +16,857 +17%
BWM
416
Bulltick Wealth Management
Florida
$11.3M -$206K -2,160 -2%
SG
417
StoneX Group
New York
$11.3M -$777K -8,156 -7%
MWM
418
MTC Wealth Management
Florida
$11.3M +$480K +5,042 +5%
EWA
419
Encompass Wealth Advisors
Oregon
$11.2M -$29.3K -308 -0.3%
BFWA
420
Benchmark Financial Wealth Advisors
Florida
$11.2M +$56.5K +593 +0.5%
CIA
421
Choate Investment Advisors
Massachusetts
$11.1M -$121M -1,275,946 -92%
LWANC
422
Laurel Wealth Advisors (North Carolina)
North Carolina
$11M +$459K +4,821 +5%
HWM
423
HB Wealth Management
Georgia
$11M +$1.16M +12,208 +12%
EC
424
EdgeRock Capital
Colorado
$11M +$2.78M +29,180 +36%
NFG
425
Nations Financial Group
Iowa
$11M -$118K -1,235 -1%
15 16
17
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