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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
401
Modern Wealth Management
Kansas
$14.7M +$676K +5,655 +5%
MFC
402
Morris Financial Concepts
South Carolina
$14.7M +$89.1K +745 +0.6%
RIA
403
Regal Investment Advisors
Michigan
$14.7M +$372K +3,112 +3%
B
404
Bailard
California
$14.6M -$110K -923 -0.8%
OIA
405
OneDigital Investment Advisors
Kansas
$14.6M -$4.53M -37,896 -24%
BSAM
406
Blue Square Asset Management
New York
$14.6M +$7.4M +61,880 +104%
FBT
407
First Bank & Trust
South Dakota
$14.5M -$2.39K -20 -0%
BAM
408
Belpointe Asset Management
Nevada
$14.4M +$1.17M +9,762 +9%
NPF
409
Norris Perne & French
Michigan
$14.3M +$457K +3,822 +3%
IAG
410
Investment Advisory Group
Massachusetts
$14.3M -$40.5K -339 -0.3%
SC
411
SouthState Corp
Florida
$14.3M -$89.7K -750 -0.6%
ETC
412
Exchange Traded Concepts
Oklahoma
$14.2M -$197K -1,650 -1%
FF
413
Francis Financial
$14.2M +$240K +2,003 +2%
NCM
414
Neumann Capital Management
California
$14.2M +$41.5K +347 +0.3%
SC
415
Sapient Capital
Indiana
$14.1M +$927K +7,754 +7%
GGS
416
Galvin Gaustad & Stein
Arizona
$14.1M -$629K -5,261 -4%
LA
417
LVW Advisors
New York
$14.1M +$428K +3,577 +3%
TPCW
418
TD Private Client Wealth
New York
$14M -$1.47M -12,314 -10%
HCP
419
Holt Capital Partners
Texas
$13.8M +$5.95M +49,784 +77%
CB
420
Community Bank
New York
$13.7M -$140K -1,168 -1%
MM
421
Meridian Management
Arkansas
$13.7M +$379K +3,166 +3%
PG
422
Proffitt & Goodson
Tennessee
$13.7M +$76.2K +637 +0.6%
NA
423
Nottingham Advisors
New York
$13.5M -$526K -4,395 -4%
LGWM
424
Litman Gregory Wealth Management
California
$13.5M -$283K -2,369 -2%
RWPA
425
Richard W. Paul & Associates
Michigan
$13.4M +$371K +3,101 +3%
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