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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMT
601
Legacy Wealth Management (Tennessee)
Tennessee
$773K +$32.9K +470 +5%
FBA
602
Front Barnett Associates
Illinois
$769K +$9.11K +130 +1%
SG
603
StoneX Group
New York
$765K +$231K +3,299 +47%
CWM
604
Concert Wealth Management
California
$753K -$139K -1,990 -16%
RWP
605
RWA Wealth Partners
Massachusetts
$744K +$19.8K +283 +3%
GP
606
Girard Partners
Pennsylvania
$739K +$701 +10 +0.1%
PIM
607
Penobscot Investment Management
Massachusetts
$738K +$72.5K +1,034 +12%
PG
608
Patten Group
Tennessee
$734K -$28K -400 -4%
PMFA
609
Plante Moran Financial Advisors
Michigan
$733K +$366K +5,229 +113%
SFA
610
Sequoia Financial Advisors
Ohio
$723K +$176K +2,514 +35%
APP
611
Avantax Planning Partners
Iowa
$720K +$60.8K +868 +10%
EWA
612
Exencial Wealth Advisors
Oklahoma
$711K +$15.6K +223 +2%
CCMD
613
Cypress Capital Management (Delaware)
Delaware
$711K +$672K +9,586 New
M
614
MOTCO
Texas
$710K +$280 +4 +0%
CB
615
Chemical Bank
Michigan
$707K +$1.82K +26 +0.3%
ANB
616
Amarillo National Bank
Texas
$702K – – –
BC
617
Bartlett & Co
Ohio
$700K – – –
MPM
618
Meritage Portfolio Management
Kansas
$692K – – –
BB
619
Busey Bank
Illinois
$690K -$35.1K -501 -5%
MLIC
620
Mandatum Life Insurance Company
Finland
$690K – – –
DDC
621
DF Dent & Co
Maryland
$683K – – –
PFS
622
Prospera Financial Services
Texas
$683K +$12.3K +175 +2%
CG
623
Corundum Group
Colorado
$679K +$252K +3,600 +65%
TI
624
Truepoint Inc
Ohio
$674K -$596K -8,498 -48%
SNT
625
Security National Trust
West Virginia
$669K -$24.9K -355 -4%
23 24
25
26 27