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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
476
Risk Paradigm Group
Texas
$544K +$38.4K +674 +8%
BCM
477
BTC Capital Management
Iowa
$540K – – –
KIA
478
KCM Investment Advisors
California
$540K – – –
KPAG
479
KLS Professional Advisors Group
New York
$537K -$211K -3,700 -29%
BC
480
Bartlett & Co
Ohio
$525K +$22.8K +400 +5%
BW
481
Bison Wealth
Georgia
$522K +$16.1K +282 +3%
CCG
482
Cypress Capital Group
Florida
$522K +$70.1K +1,230 +16%
PPA
483
Parametric Portfolio Associates
Washington
$520K -$81.6K -1,432 -14%
LWMT
484
Legacy Wealth Management (Tennessee)
Tennessee
$520K +$510K +8,940 New
HCP
485
Holt Capital Partners
Texas
$518K +$173K +3,040 +52%
FIB
486
First Interstate Bank
Montana
$514K – – –
EWA
487
Exencial Wealth Advisors
Oklahoma
$512K +$202K +3,546 +67%
SCG
488
Sonata Capital Group
Washington
$511K – – –
SNT
489
Security National Trust
West Virginia
$511K +$1.14K +20 +0.2%
SYBT
490
Stock Yards Bank & Trust
Kentucky
$511K +$189K +3,318 +60%
BFA
491
Beaumont Financial Advisors
Massachusetts
$508K -$54K -948 -10%
BJL
492
Brighton Jones LLC
Washington
$506K -$2.17K -38 -0.4%
FMW
493
Farr Miller & Washington
District of Columbia
$502K +$59.9K +1,050 +14%
OCG
494
Opus Capital Group
Ohio
$495K – – –
CT
495
Coastline Trust
Rhode Island
$491K -$14.8K -260 -3%
HCM
496
Howland Capital Management
Massachusetts
$490K -$34.2K -600 -7%
SSWM
497
Smith Salley Wealth Management
North Carolina
$488K -$49.6K -870 -9%
FB
498
Fulton Bank
Pennsylvania
$487K +$478K +8,386 New
BBHC
499
Brown Brothers Harriman & Co
New York
$486K -$145K -2,550 -23%
AFWA
500
Ancora Family Wealth Advisors
Ohio
$480K -$151K -2,650 -24%
18 19
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