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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
601
Portfolio Solutions
Michigan
$295K +$22.4K +366 +8%
PG
602
Proffitt & Goodson
Tennessee
$293K +$288K +4,720 New
PMFA
603
Plante Moran Financial Advisors
Michigan
$289K – – –
SCM
604
SOL Capital Management
Maryland
$284K +$279K +4,572 New
WF
605
Welch & Forbes
Massachusetts
$283K -$6.11K -100 -2%
NIC
606
Northwest Investment Counselors
Oregon
$283K – – –
CCA
607
Cobblestone Capital Advisors
New York
$282K -$8.55K -140 -3%
CAM
608
Concorde Asset Management
Michigan
$280K +$275K +4,510 New
AWM
609
Avior Wealth Management
Nebraska
$278K +$3.67K +60 +1%
HCIA
610
Hochman Cole Investment Advisors
Illinois
$278K +$25.8K +422 +10%
CFS
611
Commonwealth Financial Services
West Virginia
$277K – – –
CCA
612
Clearwater Capital Advisors
Illinois
$274K +$34.7K +568 +15%
SFG
613
SevenBridge Financial Group
Pennsylvania
$271K -$15.3K -250 -5%
SFI
614
SPC Financial Inc
Maryland
$270K -$124K -2,028 -32%
OA
615
Oxbow Advisors
Texas
$270K – – –
NGA
616
Naples Global Advisors
Florida
$269K – – –
ANTB
617
AMG National Trust Bank
Colorado
$267K -$43.6K -714 -14%
DE
618
Day & Ennis
Georgia
$267K +$19.4K +318 +8%
CL
619
CPWM LLC
Washington
$267K +$263K +4,302 New
TAM
620
Trillium Asset Management
Massachusetts
$265K – – –
VWM
621
Vector Wealth Management
Minnesota
$264K – – –
FPCP
622
Fort Point Capital Partners
California
$264K +$5.13K +84 +2%
GC
623
Gibson Capital
Pennsylvania
$264K +$260K +4,260 New
MWM
624
Modera Wealth Management
New Jersey
$263K -$11K -180 -4%
IC
625
Iconiq Capital
California
$256K – – –
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