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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
501
Gotham Asset Management
New York
$10.2M +$2.19M +19,391 +25%
GWM
502
Global Wealth Management
New Jersey
$10.2M -$397K -3,521 -3%
PGF
503
Plan Group Financial
Oklahoma
$10.1M +$3.14M +27,798 +40%
MOS
504
MGO One Seven
Ohio
$10.1M -$70K -620 -0.6%
EFA
505
Evernest Financial Advisors
Indiana
$10.1M -$425K -3,764 -4%
AAS
506
Asset Allocation Strategies
Michigan
$10.1M -$1.23M -10,907 -10%
SWA
507
Sax Wealth Advisors
New Jersey
$10.1M -$572K -5,073 -5%
CWM
508
Cahill Wealth Management
Michigan
$10M +$246K +2,181 +2%
GVAG
509
Great Valley Advisor Group
Delaware
$10M -$660K -5,849 -6%
PPW
510
PACK Private Wealth
Minnesota
$10M +$59.5K +527 +0.6%
HI
511
Harbour Investments
Wisconsin
$9.97M +$343K +3,036 +3%
PA
512
Parallel Advisors
California
$9.94M +$1.91M +16,963 +22%
FCA
513
Fortis Capital Advisors
Kansas
$9.94M +$10.3M +91,508 +2,606%
CG
514
CFO4Life Group
Texas
$9.91M +$76.6K +679 +0.7%
WWM
515
Waterway Wealth Management
Texas
$9.9M -$391K -3,466 -4%
OA
516
Operose Advisors
Wisconsin
$9.88M +$485K +4,295 +5%
IA
517
IFG Advisory
Georgia
$9.85M +$274K +2,429 +3%
FTS
518
Fifth Third Securities
Ohio
$9.84M +$432K +3,831 +4%
OIS
519
Okabena Investment Services
Minnesota
$9.76M +$713K +6,322 +7%
CCM
520
Condor Capital Management
New Jersey
$9.69M +$201K +1,778 +2%
TWP
521
TFO Wealth Partners
Ohio
$9.69M +$10.5M +92,655 New
PFA
522
Pettinga Financial Advisors
Indiana
$9.63M -$155K -1,373 -1%
BWIA
523
Bryant Woods Investment Advisors
New York
$9.59M -$861K -7,634 -8%
ECM
524
Exchange Capital Management
Michigan
$9.56M -$332K -2,945 -3%
HBCM
525
Heron Bay Capital Management
Michigan
$9.56M -$3.05K -27 -0%
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