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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
476
Crestwood Advisors Group
Massachusetts
$14.5M -$750K -5,465 -5%
SDWMA
477
Schneider Downs Wealth Management Advisors
Pennsylvania
$14.4M -$544K -3,967 -4%
AFG
478
Atomi Financial Group
New York
$14.4M +$856K +6,234 +7%
VA
479
Vestwell Advisors
New York
$14.4M – – –
SFC
480
Sprinkle Financial Consultants
Colorado
$14.3M +$3.16K +23 +0%
TIM
481
Tortoise Investment Management
New York
$14.3M -$386K -2,815 -3%
PHAM
482
Palisades Hudson Asset Management
Florida
$14.2M +$4.94K +36 +0%
BFA
483
Bright Financial Advisors
Michigan
$14.2M +$365K +2,661 +3%
SA
484
Sylvest Advisors
Texas
$14.1M +$21.7K +158 +0.2%
FTS
485
Fifth Third Securities
Ohio
$14M -$251K -1,830 -2%
TA
486
Tectonic Advisors
Texas
$13.8M +$782K +5,700 +7%
BWS
487
Buck Wealth Strategies
Colorado
$13.8M +$1.43M +10,427 +13%
CAL
488
Capital Analysts LLC
Pennsylvania
$13.8M +$107K +783 +0.8%
TWP
489
TFO Wealth Partners
Ohio
$13.7M +$8.92K +65 +0.1%
EI
490
eCIO Inc
Wisconsin
$13.6M +$340K +2,480 +3%
MWM
491
Magnolia Wealth Management
Alabama
$13.6M +$520K +3,788 +4%
JFA
492
JNBA Financial Advisors
Minnesota
$13.5M -$1.11M -8,107 -8%
KA
493
Kure Advisory
Minnesota
$13.5M +$874K +6,369 +7%
CCM
494
Condor Capital Management
New Jersey
$13.5M -$208K -1,513 -2%
SL
495
Salomon & Ludwin
Virginia
$13.5M -$272K -1,981 -2%
SFG
496
Somnio Financial Group
Connecticut
$13.5M -$225K -1,638 -2%
JWBC
497
J.W. Burns & Co
New York
$13.4M +$481K +3,503 +4%
HWM
498
HighMark Wealth Management
Minnesota
$13.3M -$109K -797 -0.9%
SA
499
SoundView Advisors
Washington
$13.3M +$80.4K +586 +0.7%
BWIA
500
Bryant Woods Investment Advisors
New York
$13.2M +$133K +972 +1%
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