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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
426
Hodges Capital Management
Texas
$784K – – –
AFG
427
Arkansas Financial Group
Arkansas
$777K +$102K +1,784 +15%
RFS
428
Rockefeller Financial Services
New York
$774K – – –
MJRIC
429
Mogy Joel R Investment Counsel
California
$773K +$3.42K +60 +0.5%
CBU
430
CIBC Bank USA
Illinois
$768K +$5.7K +100 +0.8%
CCT
431
Country Club Trust
Missouri
$763K -$28.5K -500 -4%
MFT
432
Moisand Fitzgerald Tamayo
Florida
$748K +$114 +2 +0%
BAC
433
Boys Arnold & Co
North Carolina
$734K +$720K +12,630 New
APSP
434
Asset Planning Services (Pennsylvania)
Pennsylvania
$732K +$169K +2,966 +31%
HH
435
Hilltop Holdings
Texas
$731K +$40.8K +716 +6%
IWMPD
436
Integrated Wealth Management (Palm Desert)
California
$727K -$71.1K -1,248 -9%
IC
437
Investment Counsel
Michigan
$711K +$456K +8,000 +189%
CLOS
438
Compagnie Lombard Odier SCmA
Switzerland
$709K +$695K +12,200 New
FMWA
439
Forvis Mazars Wealth Advisors
Missouri
$699K -$1.25K -22 -0.2%
SI
440
Stephens Inc
Arkansas
$697K +$684K +11,994 New
FA
441
FCG Advisors
New Jersey
$694K +$681K +11,952 New
OMC
442
Overbrook Management Corp
New York
$691K – – –
1IA
443
1834 Investment Advisors
Wisconsin
$682K +$122K +2,140 +22%
AW
444
ACG Wealth
Georgia
$679K -$20.2K -354 -3%
WDL
445
Well Done LLC
Michigan
$676K +$64.2K +1,126 +11%
SWM
446
SVA Wealth Management
Wisconsin
$670K +$104K +1,820 +19%
GF
447
Gerstein Fisher
New York
$658K -$23.1K -406 -3%
TTWM
448
TCV Trust & Wealth Management
Virginia
$645K – – –
LBC
449
Lowe Brockenbrough & Co
Virginia
$637K – – –
LIA
450
LBMC Investment Advisors
Tennessee
$634K +$49.3K +864 +9%
16 17
18
19 20