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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
626
SWS Partners
Ohio
$1.06M +$1.04M +13,836 New
LIC
627
Lodestar Investment Counsel
Illinois
$1.06M – – –
ECM
628
Evergreen Capital Management
Washington
$1.05M – – –
GEA
629
Glen Eagle Advisors
New Jersey
$1.05M +$65.2K +865 +7%
JA
630
JVL Associates
Michigan
$1.04M +$1.02M +13,594 New
AF
631
Arrow Financial
New York
$1.04M -$1.73K -23 -0.2%
EIA
632
Eldridge Investment Advisors
New Hampshire
$1.04M +$1.02M +13,470 New
SC
633
Savant Capital
Illinois
$1.04M -$14K -186 -1%
TFCP
634
Twin Focus Capital Partners
Massachusetts
$1.03M -$92.3K -1,225 -8%
BHIA
635
Birch Hill Investment Advisors
Massachusetts
$1.03M +$161K +2,130 +19%
SG
636
StoneX Group
New York
$1.02M +$228K +3,022 +29%
CAM
637
Congress Asset Management
Massachusetts
$1.01M -$104K -1,376 -9%
CFA
638
Carroll Financial Associates
North Carolina
$1.01M +$190K +2,522 +24%
AMCA
639
Arthur M. Cohen & Associates
Illinois
$1.01M +$1.1M +14,604 New
DCM
640
Donaldson Capital Management
Indiana
$1.01M -$27.6K -366 -3%
AFP
641
Ausdal Financial Partners
Iowa
$1.01M +$333K +4,413 +50%
H
642
HoyleCohen
California
$1M +$987K +13,090 New
IWC
643
Integrated Wealth Concepts
Massachusetts
$1M +$969K +12,856 New
PFM
644
Phillips Financial Management
Indiana
$1M -$26.3K -349 -3%
NP
645
NorthRock Partners
Minnesota
$1M -$197K -2,610 -17%
AWM
646
Avior Wealth Management
Nebraska
$1M +$28K +372 +3%
FC
647
Ferris Capital
Massachusetts
$999K +$603K +8,000 +160%
AOWM
648
Alpha Omega Wealth Management
Virginia
$993K -$22.6K -300 -2%
BPCE
649
Bank Pictet & Cie (Europe)
Germany
$989K -$2.28M -30,220 -70%
TH
650
TCTC Holdings
Texas
$985K – – –
24 25
26
27 28