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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
451
Security National Trust
West Virginia
$483K -$20.9K -370 -4%
OCG
452
Opus Capital Group
Ohio
$483K -$5.63K -100 -1%
LWCFA
453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$483K – – –
BW
454
Bison Wealth
Georgia
$481K -$10.6K -188 -2%
AFP
455
Ausdal Financial Partners
Iowa
$480K +$491K +8,710 New
AL
456
Aspiriant LLC
California
$474K -$38.3K -680 -7%
MIC
457
Meridian Investment Counsel
California
$473K +$484K +8,596 New
PWS
458
Peloton Wealth Strategists
Indiana
$472K +$7.89K +140 +2%
OBWP
459
O'Brien Wealth Partners
Massachusetts
$469K +$480K +8,524 New
HB
460
Homrich & Berg
Georgia
$465K +$476K +8,444 New
HCM
461
Howland Capital Management
Massachusetts
$464K – – –
VKH
462
Virtu KCG Holdings
New York
$464K +$475K +8,426 New
MCM
463
Manchester Capital Management
Vermont
$460K +$47.7K +846 +11%
DT
464
Diversified Trust
Tennessee
$455K +$101K +1,800 +28%
FIB
465
First Interstate Bank
Montana
$454K +$145K +2,570 +45%
DSC
466
Duncker Streett & Co
Missouri
$450K +$24.8K +440 +6%
TF
467
Tompkins Financial
New York
$450K +$66.4K +1,178 +17%
FMW
468
Farr Miller & Washington
District of Columbia
$447K +$18.7K +332 +4%
BSW
469
Buckingham Strategic Wealth
Missouri
$444K – – –
PIM
470
Penobscot Investment Management
Massachusetts
$444K – – –
BCM
471
BTC Capital Management
Iowa
$443K – – –
MCM
472
Maple Capital Management
Vermont
$443K – – –
FBA
473
Front Barnett Associates
Illinois
$440K -$13K -230 -3%
MCWS
474
McKinley Carter Wealth Services
West Virginia
$437K +$143K +2,544 +47%
HCMT
475
Highland Capital Management (Tennessee)
Tennessee
$435K -$12.4K -220 -3%
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