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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
501
Vantage Investment Advisors
Pennsylvania
$558K -$108K -1,776 -17%
EWA
502
Exencial Wealth Advisors
Oklahoma
$554K +$31.8K +520 +6%
PWW
503
Pettyjohn Wood & White
Virginia
$554K +$179K +2,926 +49%
MBTD
504
Mechanics Bank - Trust Department
California
$553K +$545K +8,916 New
SCG
505
Sonata Capital Group
Washington
$546K – – –
BJL
506
Brighton Jones LLC
Washington
$542K +$1.47K +24 +0.3%
BFA
507
Beaumont Financial Advisors
Massachusetts
$538K -$5.62K -92 -1%
LWMT
508
Legacy Wealth Management (Tennessee)
Tennessee
$536K -$18.7K -306 -3%
OCG
509
Opus Capital Group
Ohio
$529K – – –
PPA
510
Parametric Portfolio Associates
Washington
$528K -$26.9K -440 -5%
CT
511
Coastline Trust
Rhode Island
$528K +$3.05K +50 +0.6%
DBT
512
Dubuque Bank & Trust
Iowa
$527K -$113K -1,850 -18%
BSW
513
Buckingham Strategic Wealth
Missouri
$524K +$61K +998 +13%
SSWM
514
Smith Salley Wealth Management
North Carolina
$522K – – –
FB
515
Fulton Bank
Pennsylvania
$521K – – –
KIA
516
KCM Investment Advisors
California
$520K -$56.2K -920 -10%
BCM
517
BTC Capital Management
Iowa
$519K -$56.7K -928 -10%
AF
518
Arrow Financial
New York
$513K +$36.5K +598 +8%
FIM
519
Frontier Investment Management
Texas
$500K +$11.7K +192 +2%
MC
520
Moors & Cabot
Massachusetts
$500K +$50.9K +834 +12%
MCM
521
Manchester Capital Management
Vermont
$499K – – –
BCM
522
BlueCrest Capital Management
Jersey
$497K +$489K +8,000 New
DMC
523
Drexel Morgan & Co
Pennsylvania
$495K – – –
FBA
524
Front Barnett Associates
Illinois
$495K +$26.9K +440 +6%
BUB
525
BBVA USA Bancshares
Texas
$487K +$102K +1,674 +27%
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21
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