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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
426
WhitTier Trust Company
Nevada
$577K +$14.9K +264 +3%
BRWM
427
B. Riley Wealth Management
Tennessee
$573K +$182K +3,234 +45%
NAM
428
North American Management
Massachusetts
$570K -$789 -14 -0.1%
FWP
429
FAS Wealth Partners
Kansas
$562K +$308K +5,468 +115%
BFA
430
Beaumont Financial Advisors
Massachusetts
$553K +$53.8K +954 +10%
CFA
431
Cahill Financial Advisors
Minnesota
$546K -$3.94K -70 -0.7%
ACM
432
Argentus Capital Management
Texas
$545K -$5.1M -90,488 -90%
KIA
433
KCM Investment Advisors
California
$544K -$41.3K -732 -7%
FIM
434
Frontier Investment Management
Texas
$539K -$28.7K -510 -5%
AFG
435
Arkansas Financial Group
Arkansas
$539K -$25.8K -458 -4%
SWM
436
SVA Wealth Management
Wisconsin
$538K -$25.9K -460 -4%
CWA
437
Cypress Wealth Advisors
California
$535K – – –
MPM
438
Meritage Portfolio Management
Kansas
$531K -$1.69K -30 -0.3%
1IA
439
1834 Investment Advisors
Wisconsin
$527K +$24.8K +440 +5%
ANB
440
Amarillo National Bank
Texas
$520K – – –
MC
441
Moors & Cabot
Massachusetts
$520K +$140K +2,482 +36%
APSP
442
Asset Planning Services (Pennsylvania)
Pennsylvania
$515K +$25.7K +456 +5%
FHA
443
First Horizon Advisors
Tennessee
$513K -$2.95M -52,402 -85%
FHB
444
First Hawaiian Bank
Hawaii
$511K – – –
BCM
445
Brookmont Capital Management
Texas
$499K +$8.12K +144 +2%
RBC
446
Ronald Blue & Co
Georgia
$491K +$125K +2,220 +33%
CT
447
Coastline Trust
Rhode Island
$487K +$19.7K +350 +4%
FM
448
Forward Management
California
$487K +$453K +8,036 +995%
SCG
449
Sonata Capital Group
Washington
$484K -$22.5K -400 -4%
BFM
450
Boothbay Fund Management
New York
$484K +$496K +8,800 New
16 17
18
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