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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
651
Moors & Cabot
Massachusetts
$491K -$135K -1,958 -22%
GMA
652
Goldstein Munger & Associates
California
$491K +$490K +7,106 New
FA
653
FMA Advisory
Pennsylvania
$485K +$483K +7,010 New
BCM
654
Brookmont Capital Management
Texas
$482K -$502K -7,276 -51%
OFG
655
Oxford Financial Group
Indiana
$479K – – –
NGA
656
Naples Global Advisors
Florida
$479K +$23.4K +340 +5%
CS
657
Credit Suisse
Switzerland
$478K +$476K +6,908 New
PP
658
Palladium Partners
Virginia
$472K +$211K +3,054 +81%
LCC
659
Lincoln Capital Corp
Rhode Island
$470K – – –
DE
660
Day & Ennis
Georgia
$469K +$205K +2,966 +78%
NSB
661
Norway Savings Bank
Maine
$466K -$947K -13,730 -67%
CAL
662
Capital Advisors Ltd
Ohio
$465K +$45.8K +664 +11%
OMC
663
Old Mission Capital
Illinois
$464K +$462K +6,705 New
HCMT
664
Highland Capital Management (Tennessee)
Tennessee
$461K -$35.5K -515 -7%
DIA
665
Dana Investment Advisors
Wisconsin
$461K +$66.8K +968 +17%
PFGIA
666
Patriot Financial Group Insurance Agency
Massachusetts
$460K -$168K -2,429 -26%
HCM
667
Harvest Capital Management
New Hampshire
$460K -$20.7K -300 -4%
FPCP
668
Fort Point Capital Partners
California
$454K -$1.34M -19,456 -75%
RWA
669
Ropes Wealth Advisors
Massachusetts
$454K -$34.6K -502 -7%
FIB
670
First Interstate Bank
Montana
$445K -$166K -2,407 -27%
RWP
671
RWA Wealth Partners
Massachusetts
$442K +$441K +6,396 New
BFA
672
Bragg Financial Advisors
North Carolina
$441K – – –
ACP
673
Aviance Capital Partners
Florida
$439K – – –
ST
674
Sageworth Trust
Pennsylvania
$439K – – –
CG
675
Colony Group
Massachusetts
$438K -$27.6K -400 -6%
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