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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
401
Heritage Investment Group
Florida
$13.1M +$805K +7,523 +7%
WFA
402
Wellspring Financial Advisors
Ohio
$13M +$424K +3,967 +0.9%
SAMT
403
Select Asset Management & Trust
Pennsylvania
$12.9M +$116K +1,085 +0.9%
FA
404
Fiducient Advisors
Illinois
$12.9M +$1.32M +12,382 +11%
BFM
405
Boston Financial Management
Massachusetts
$12.9M -$82.6K -772 -0.6%
FDP
406
Financiere des Professionnels
Quebec, Canada
$12.9M – – –
TGAM
407
TBH Global Asset Management
Tennessee
$12.9M -$3.93M -36,763 -23%
NCM
408
Neumann Capital Management
California
$12.9M +$96.9K +906 +0.8%
RIA
409
Regal Investment Advisors
Michigan
$12.8M +$267K +2,497 +2%
LWANC
410
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.7M -$70.6K -660 -0.6%
NRI
411
NFP Retirement Inc
California
$12.7M +$60K +561 +0.5%
AAS
412
Asset Allocation Strategies
Michigan
$12.7M +$654K +6,112 +5%
B
413
Bailard
California
$12.7M +$272K +2,544 +2%
FF
414
Francis Financial
$12.7M +$82.2K +768 +0.7%
KFP
415
Keener Financial Planning
Texas
$12.6M +$908K +8,484 +8%
SL
416
Salomon & Ludwin
Virginia
$12.6M -$3.4M -31,824 -21%
JFA
417
JNBA Financial Advisors
Minnesota
$12.5M +$175K +1,639 +1%
LPAM
418
Lodestar Private Asset Management
California
$12.5M +$149K +1,395 +1%
CB
419
Community Bank
New York
$12.4M -$273K -2,549 -2%
VBFG
420
Vishria Bird Financial Group
Tennessee
$12.4M -$2.14K -20 -0%
CWM
421
Congress Wealth Management
Massachusetts
$12.4M -$237K -2,211 -2%
AGA
422
Arkos Global Advisors
Texas
$12.4M +$1.89M +17,677 +18%
CA
423
Centerpoint Advisors
Massachusetts
$12.4M +$297K +2,773 +2%
VP
424
Verum Partners
North Carolina
$12.4M +$1.6M +14,916 +15%
MCC
425
Money Concepts Capital
Florida
$12.3M +$962K +8,989 +8%
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17
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