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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
426
Congress Wealth Management
Massachusetts
$11.4M +$11.4M +99,594 New
OCM
427
One Capital Management
California
$11.4M +$297K +2,609 +3%
IA
428
IFG Advisors
Missouri
$11.3M +$409K +3,588 +4%
TCM
429
Towercrest Capital Management
Pennsylvania
$11.3M +$444K +3,893 +4%
PFG
430
Pacific Financial Group
Washington
$11.2M +$237K +2,080 +2%
RWA
431
Ropes Wealth Advisors
Massachusetts
$11.2M – – –
LSERS
432
Louisiana State Employees Retirement System
Louisiana
$11.2M +$1.24M +10,900 +13%
BC
433
Brio Consultants
California
$11.1M -$308K -2,703 -3%
1C
434
1623 Capital
Virginia
$11.1M – – –
HI
435
Human Investing
Oregon
$11.1M -$346K -3,032 -3%
OIA
436
OneDigital Investment Advisors
Kansas
$11.1M +$786K +6,900 +8%
KPWS
437
Kestra Private Wealth Services
Texas
$11M -$234K -2,057 -2%
LIA
438
LBMC Investment Advisors
Tennessee
$11M +$1.94M +16,997 +21%
MWM
439
MinichMacGregor Wealth Management
New York
$11M +$644K +5,649 +6%
CAL
440
Capital Analysts LLC
Pennsylvania
$10.9M +$1.04M +9,168 +11%
KPWG
441
KFA Private Wealth Group
Virginia
$10.8M +$738K +6,476 +7%
TWP
442
TFO Wealth Partners
Ohio
$10.7M -$16.4K -144 -0.1%
LWA
443
Lineweaver Wealth Advisors
Ohio
$10.7M +$58.5K +513 +0.6%
MWM
444
Marietta Wealth Management
Georgia
$10.7M +$978K +8,585 +10%
JWBC
445
John W. Brooker & Co
California
$10.7M +$408K +3,581 +4%
AA
446
Ancora Advisors
Ohio
$10.7M +$96.9K +850 +0.9%
SDAM
447
Shulman DeMeo Asset Management
New York
$10.7M +$268K +2,351 +3%
BOH
448
Bank of Hawaii
Hawaii
$10.6M – – –
MC
449
Middleton & Co
Massachusetts
$10.5M -$10.7K -94 -0.1%
NW
450
NewEdge Wealth
Pennsylvania
$10.4M +$1.2M +10,525 +13%
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