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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
501
Strategic Financial Partners
Oregon
$10.7M -$1.54M -14,497 -13%
LGWM
502
Litman Gregory Wealth Management
California
$10.7M +$1.02M +9,635 +11%
BSAM
503
Blue Square Asset Management
New York
$10.6M +$1.77M +16,710 +21%
BOH
504
Bank of Hawaii
Hawaii
$10.6M -$430K -4,045 -4%
FWA
505
FSM Wealth Advisors
Ohio
$10.6M +$1.69M +15,894 +20%
STA
506
Summit Trail Advisors
New York
$10.5M +$14.7K +138 +0.1%
AFS
507
Aft Forsyth & Sober
Florida
$10.5M -$4.85M -45,650 -32%
OPPS
508
Obsidian Personal Planning Solutions
Maryland
$10.5M +$2M +18,836 +23%
CG
509
CFO4Life Group
Texas
$10.5M +$566K +5,333 +6%
LRWA
510
Long Run Wealth Advisors
New York
$10.5M +$288K +2,713 +3%
NC
511
NewSquare Capital
Pennsylvania
$10.4M +$64.6K +608 +0.6%
CC
512
Courier Capital
New York
$10.4M +$108K +1,021 +1%
PFA
513
Pettinga Financial Advisors
Indiana
$10.4M -$625K -5,882 -6%
SDAM
514
Shulman DeMeo Asset Management
New York
$10.4M -$123K -1,157 -1%
TA
515
Townsend & Associates
Colorado
$10.3M +$171K +1,611 +2%
TWP
516
TFO Wealth Partners
Ohio
$10.3M -$8.39K -79 -0.1%
TIM
517
Tortoise Investment Management
New York
$10.2M +$538K +5,066 +6%
CWA
518
Consilio Wealth Advisors
Washington
$10.2M -$99.3K -935 -1%
PI
519
Pachira Investments
California
$10.2M -$851K -8,018 -8%
PPW
520
PACK Private Wealth
Minnesota
$10.1M +$328K +3,088 +3%
PFM
521
Phillips Financial Management
Indiana
$10.1M -$1.3M -12,207 -12%
SG
522
StoneX Group
New York
$10M -$761K -7,169 -7%
OIS
523
Okabena Investment Services
Minnesota
$9.98M +$1.76M +16,586 +23%
AI
524
Atria Investments
North Carolina
$9.9M -$1.79M -16,833 -16%
CPC
525
Consolidated Planning Corp
Georgia
$9.81M -$560K -5,270 -6%
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