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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
601
R.M. Davis Inc
Maine
$631K +$23.9K +346 +4%
DBT
602
Dubuque Bank & Trust
Iowa
$629K +$41.5K +602 +7%
SNT
603
Security National Trust
West Virginia
$627K -$16.9K -245 -3%
MBTD
604
Mechanics Bank - Trust Department
California
$627K – – –
BC
605
Bartlett & Co
Ohio
$625K – – –
PL
606
Plancorp LLC
Missouri
$617K -$6.9K -100 -1%
VIA
607
Vantage Investment Advisors
Pennsylvania
$615K -$4.41K -64 -0.7%
BCM
608
BTC Capital Management
Iowa
$613K +$33.9K +491 +6%
SCG
609
Sonata Capital Group
Washington
$609K – – –
PIM
610
Penobscot Investment Management
Massachusetts
$608K +$79.6K +1,155 +15%
LWCFA
611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$604K +$152K +2,200 +34%
LWMT
612
Legacy Wealth Management (Tennessee)
Tennessee
$602K +$1.45K +21 +0.2%
CI
613
Cigna Investments
Connecticut
$600K -$13.8K -200 -2%
SSWM
614
Smith Salley Wealth Management
North Carolina
$595K -$78.1K -1,133 -12%
KPAG
615
KLS Professional Advisors Group
New York
$595K -$43.7K -634 -7%
HIC
616
Holderness Investments Company
North Carolina
$581K +$579K +8,398 New
APP
617
Avantax Planning Partners
Iowa
$572K -$177K -2,569 -24%
GP
618
Girard Partners
Pennsylvania
$572K -$87.7K -1,272 -13%
FIM
619
Frontier Investment Management
Texas
$571K +$15.4K +223 +3%
RWM
620
RKL Wealth Management
Pennsylvania
$569K +$316K +4,580 +125%
MCM
621
Mitchell Capital Management
Kansas
$568K -$366K -5,302 -39%
CB
622
Chemical Bank
Michigan
$568K -$24.8K -360 -4%
OCG
623
Opus Capital Group
Ohio
$567K -$20.7K -300 -4%
HB
624
Homrich & Berg
Georgia
$566K -$307K -4,446 -35%
FFW
625
Fusion Family Wealth
New York
$565K -$379K -5,497 -40%
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25
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