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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
526
Clifford Swan Investment Counsel
California
$991K +$575K +8,302 +142%
NFG
527
Next Financial Group
Texas
$986K +$304K +4,397 +45%
BAC
528
Boys Arnold & Co
North Carolina
$985K -$33.4K -482 -3%
BRWA
529
B. Riley Wealth Advisors
Florida
$985K +$54.6K +789 +6%
LPIC
530
LeJeune Puetz Investment Counsel
Michigan
$982K -$83.1K -1,200 -8%
SWM
531
SVA Wealth Management
Wisconsin
$975K +$144K +2,075 +18%
CIS
532
Connors Investor Services
Pennsylvania
$972K – – –
DCM
533
Donaldson Capital Management
Indiana
$962K +$53.7K +776 +6%
SC
534
Savant Capital
Illinois
$961K -$29.7K -429 -3%
PFM
535
Phillips Financial Management
Indiana
$951K -$4.85K -70 -0.5%
SFSIG
536
San Francisco Sentry Investment Group
California
$950K +$938K +13,545 New
CIC
537
Carnegie Investment Counsel
Ohio
$945K -$28.4K -410 -3%
CIAS
538
Capital Investment Advisory Services
North Carolina
$938K +$35.7K +515 +4%
AFG
539
Arkansas Financial Group
Arkansas
$936K +$15.4K +222 +2%
PL
540
Parthenon LLC
Kentucky
$935K +$197K +2,850 +27%
TH
541
TCTC Holdings
Texas
$934K – – –
AOWM
542
Alpha Omega Wealth Management
Virginia
$929K -$132K -1,900 -13%
SXL
543
Summit X LLC
Missouri
$899K +$883K +12,758 New
BJL
544
Brighton Jones LLC
Washington
$894K +$42.4K +613 +5%
DY
545
Dowling & Yahnke
California
$884K – – –
VWM
546
Venturi Wealth Management
Texas
$878K +$146K +2,106 +20%
MFT
547
Moisand Fitzgerald Tamayo
Florida
$869K +$24.9K +360 +3%
PWMAG
548
Pinnacle Wealth Management Advisory Group
New Jersey
$858K +$159K +2,295 +23%
LIA
549
LBMC Investment Advisors
Tennessee
$853K – – –
RCA
550
Rowland Carmichael Advisors
Arizona
$853K +$10.8K +156 +1%
20 21
22
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