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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
601
Frontier Investment Management
Texas
$552K -$1.29K -20 -0.2%
NAM
602
North American Management
Massachusetts
$550K -$75.2K -1,166 -13%
SCA
603
STALEY CAPITAL ADVISERS
Pennsylvania
$529K – – –
CHA
604
Cedar Hill Associates
Illinois
$526K +$493K +7,650 New
PIM
605
Penobscot Investment Management
Massachusetts
$525K – – –
IC
606
Intersect Capital
California
$525K +$129K +1,996 +35%
BC
607
Brinker Capital
Pennsylvania
$525K +$492K +7,630 New
TSS
608
Two Sigma Securities
New York
$523K +$490K +7,604 New
BA
609
BKS Advisors
Michigan
$521K +$71.7K +1,112 +17%
MC
610
Martin & Co
Tennessee
$519K -$1.41M -21,860 -74%
CT
611
Coastline Trust
Rhode Island
$518K -$62.6K -970 -11%
NSIM
612
North Star Investment Management
Illinois
$517K +$16.1K +250 +3%
EDRH
613
Edmond de Rothschild Holding
Switzerland
$513K +$237K +3,680 +97%
BUB
614
BBVA USA Bancshares
Texas
$512K -$25.4K -394 -5%
KIA
615
KCM Investment Advisors
California
$503K -$69K -1,070 -13%
HCMT
616
Highland Capital Management (Tennessee)
Tennessee
$494K -$3.87K -60 -0.8%
BBHC
617
Brown Brothers Harriman & Co
New York
$491K -$38.7K -600 -8%
BCM
618
Brookmont Capital Management
Texas
$490K +$457K +7,092 +99%
RWA
619
Ropes Wealth Advisors
Massachusetts
$486K +$104K +1,620 +30%
HCM
620
Harvest Capital Management
New Hampshire
$477K – – –
OFG
621
Oxford Financial Group
Indiana
$477K +$447K +6,930 New
RA
622
RFG Advisory
Alabama
$472K – – –
LCC
623
Lincoln Capital Corp
Rhode Island
$468K +$439K +6,800 New
MCM
624
Millie Capital Management
California
$464K +$73.5K +1,140 +20%
CG
625
Colony Group
Massachusetts
$463K -$5.8K -90 -1%
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25
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