We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
426
Montag & Associates
Georgia
$630K +$215K +4,120 +58%
TTWM
427
TCV Trust & Wealth Management
Virginia
$625K – – –
NAM
428
North American Management
Massachusetts
$617K +$31.9K +612 +6%
LBC
429
Lowe Brockenbrough & Co
Virginia
$617K +$340K +6,520 +147%
BBHC
430
Brown Brothers Harriman & Co
New York
$615K – – –
AFWA
431
Ancora Family Wealth Advisors
Ohio
$614K -$32.9K -630 -5%
BDF
432
Balasa Dinverno & Foltz
$609K -$67.2K -1,288 -11%
MIC
433
Meridian Investment Counsel
California
$598K +$106K +2,026 +24%
WDL
434
Well Done LLC
Michigan
$592K -$305K -5,842 -36%
CCT
435
Capital City Trust
Florida
$592K – – –
WTC
436
WhitTier Trust Company
Nevada
$590K – – –
PPA
437
Parametric Portfolio Associates
Washington
$584K +$249K +4,762 +85%
BFA
438
Beaumont Financial Advisors
Massachusetts
$570K -$18.5K -354 -4%
OC
439
Oarsman Capital
Wisconsin
$569K +$528K +10,116 New
BRWM
440
B. Riley Wealth Management
Tennessee
$566K -$18.9K -362 -3%
LIA
441
LBMC Investment Advisors
Tennessee
$565K -$93.6K -1,794 -15%
HCC
442
Hirtle Callaghan & Co
Pennsylvania
$563K +$522K +10,000 New
MC
443
Martin & Co
Tennessee
$557K -$2.16M -41,298 -81%
SWM
444
SVA Wealth Management
Wisconsin
$547K -$2.82K -54 -0.6%
CWA
445
Cypress Wealth Advisors
California
$547K – – –
MPM
446
Meritage Portfolio Management
Kansas
$543K – – –
APSP
447
Asset Planning Services (Pennsylvania)
Pennsylvania
$542K +$14.4K +276 +3%
1IA
448
1834 Investment Advisors
Wisconsin
$540K +$1.67K +32 +0.3%
TIA
449
Tiemann Investment Advisors
California
$540K +$122K +2,336 +32%
ANB
450
Amarillo National Bank
Texas
$532K – – –
16 17
18
19 20