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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
501
Bartlett & Co Wealth Management
Ohio
$7.32M +$2.19M +20,887 +45%
KWP
502
Keystone Wealth Partners
Arizona
$7.23M -$177K -1,694 -2%
LIA
503
LS Investment Advisors
Michigan
$7.22M -$1.02M -9,700 -13%
FNBT
504
FineMark National Bank & Trust
Florida
$7.21M -$243K -2,326 -3%
WAOI
505
Wealth Advisors of Iowa
Iowa
$7.2M +$6.94M +66,343 New
RWP
506
RWA Wealth Partners
Massachusetts
$7.2M -$281K -2,686 -4%
CSWG
507
Cardinal Strategic Wealth Guidance
Kentucky
$7.19M +$3.36M +32,136 +94%
CSIC
508
Clifford Swan Investment Counsel
California
$7.18M +$42.7K +408 +0.6%
MBT
509
Montecito Bank & Trust
California
$7.17M -$55.9K -534 -0.8%
MNBTD
510
Moody National Bank Trust Division
Texas
$7.17M – – –
VIP
511
Vantage Investment Partners
Missouri
$7.17M – – –
SAMC
512
Spectrum Asset Management (California)
California
$7.15M +$4.53M +43,298 +192%
EW
513
Element Wealth
Mississippi
$7.1M -$454K -4,338 -6%
WI
514
Wintrust Investments
Illinois
$7.06M +$6.81M +65,045 New
MPCG
515
Matrix Private Capital Group
New York
$7.05M +$1.16M +11,054 +21%
OFG
516
Omega Financial Group
California
$7.01M -$512K -4,891 -7%
SHJ
517
Sharkey, Howes & Javer
Colorado
$7.01M +$3.4M +32,440 +101%
WSTAM
518
Wilbanks Smith & Thomas Asset Management
Virginia
$6.99M +$220K +2,098 +3%
FNWM
519
Financial Network Wealth Management
Utah
$6.98M -$153K -1,463 -2%
BFM
520
Boston Financial Management
Massachusetts
$6.95M -$87K -831 -1%
BFEC
521
Benjamin F. Edwards & Company
Missouri
$6.92M +$943K +9,007 +16%
MI
522
Moneywise Inc
Virginia
$6.89M -$547K -5,221 -8%
TIM
523
Tortoise Investment Management
New York
$6.89M +$265K +2,530 +4%
PFM
524
Peak Financial Management
Massachusetts
$6.88M -$501K -4,791 -7%
SWA
525
SOA Wealth Advisors
New York
$6.84M -$274K -2,620 -4%
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