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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
601
Perigon Wealth Management
California
$4.09M +$544K +6,617 +17%
BEC
602
Blue Edge Capital
Virginia
$4.08M +$3.65M +44,428 New
RA
603
RFG Advisory
Alabama
$4.07M -$1.38M -16,737 -29%
WWM
604
Western Wealth Management
Colorado
$4.06M -$484K -5,891 -12%
IWAG
605
Integer Wealth Advisors Group
Georgia
$4M +$187K +2,281 +6%
RW
606
RVW Wealth
California
$4M -$32.6K -397 -0.9%
JSL
607
JT Stratford LLC
Georgia
$3.98M +$783K +9,529 +28%
AFG
608
Arkansas Financial Group
Arkansas
$3.98M +$83.1K +1,012 +2%
BWA
609
BlueSky Wealth Advisors
North Carolina
$3.93M -$121K -1,471 -3%
DCM
610
Davidson Capital Management
Texas
$3.93M +$91.3K +1,111 +3%
TCM
611
Telos Capital Management
California
$3.92M +$36.3K +442 +1%
LWP
612
Laurel Wealth Planning
Minnesota
$3.91M +$3.5M +42,569 New
CNB
613
Camden National Bank
Maine
$3.91M +$436K +5,308 +14%
RFN
614
RDA Financial Network
Iowa
$3.9M -$1.09M -13,289 -24%
WA
615
Wilshire Advisors
California
$3.88M +$2.62M +31,942 +309%
FCA
616
FinTrust Capital Advisors
South Carolina
$3.88M +$573K +6,974 +20%
BAM
617
Belpointe Asset Management
Nevada
$3.86M +$1.79M +21,810 +108%
PCM
618
Parsons Capital Management
Rhode Island
$3.86M +$291K +3,545 +9%
DL
619
DOHJ LLC
Washington
$3.86M +$885K +10,777 +40%
MWP
620
Madison Wealth Partners
Wisconsin
$3.85M +$3.44M +41,874 New
QAM
621
QCI Asset Management
New York
$3.83M -$114K -1,393 -3%
KWM
622
Kingsview Wealth Management
Oregon
$3.81M +$1.76M +21,436 +107%
DWT
623
Dorsey & Whitney Trust
South Dakota
$3.79M -$124K -1,515 -4%
AC
624
Alley Company
Illinois
$3.79M +$165K +2,006 +5%
SCA
625
Stokes Capital Advisors
South Carolina
$3.79M -$161K -1,962 -5%
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