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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
576
PrairieView Partners
Minnesota
$2.07M -$300K -3,419 -13%
IWMA
577
Ironwood Wealth Management (Arizona)
Arizona
$2.06M +$189K +2,155 +10%
SXL
578
Summit X LLC
Missouri
$2.06M -$350 -4 -0%
CCT
579
Country Club Trust
Missouri
$2.05M +$213K +2,426 +11%
TCOT
580
Trust Company of Toledo
Ohio
$2.05M – – –
PCG
581
Private Capital Group
Connecticut
$2.04M +$62.1K +709 +3%
MYIA
582
Mount Yale Investment Advisors
Colorado
$2.03M +$125K +1,422 +6%
PPSG
583
Princeton Portfolio Strategies Group
New Jersey
$2.01M +$893K +10,190 +79%
VIM
584
Vista Investment Management
Pennsylvania
$2.01M -$21.8K -249 -1%
BWAM
585
Boyd Watterson Asset Management
Ohio
$2M -$200K -2,285 -9%
CL
586
Choreo LLC
Illinois
$1.99M -$273K -3,114 -12%
SP
587
SWS Partners
Ohio
$1.97M +$69K +788 +4%
BAM
588
Belpointe Asset Management
Nevada
$1.97M +$668K +7,620 +51%
WA
589
Waverly Advisors
Alabama
$1.97M – – –
DWM
590
Dynasty Wealth Management
Florida
$1.97M +$131K +1,490 +7%
ACM
591
AUA Capital Management
Pennsylvania
$1.96M – – –
CCM
592
Coldstream Capital Management
Washington
$1.95M +$553K +6,317 +39%
PC
593
Port Capital
Illinois
$1.94M -$13.6K -155 -0.7%
WAG
594
Winthrop Advisory Group
Massachusetts
$1.94M -$131K -1,496 -6%
CA
595
Cambridge Advisors
Nebraska
$1.92M -$149K -1,700 -7%
AW
596
ACG Wealth
Georgia
$1.9M +$270K +3,087 +17%
CCP
597
Cardan Capital Partners
Colorado
$1.89M +$37.9K +433 +2%
GW
598
GW & Wade
Massachusetts
$1.88M +$690K +7,879 +58%
PL
599
Parthenon LLC
Kentucky
$1.88M +$77.1K +880 +4%
FPTW
600
Franklin, Parlapiano, Turner & Welch
Texas
$1.87M – – –
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