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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
651
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.52M +$850K +8,544 +21%
OHWP
652
Oak Harbor Wealth Partners
North Carolina
$4.52M +$382K +3,843 +9%
GDP
653
Great Diamond Partners
Maine
$4.51M -$125K -1,259 -3%
SSWM
654
Sheets Smith Wealth Management
North Carolina
$4.5M +$3.29M +33,124 +213%
BA
655
Ballew Advisors
Mississippi
$4.47M +$55.2K +555 +1%
CWM
656
Castle Wealth Management
Florida
$4.45M +$4.79M +48,129 New
HPC
657
HM Payson & Co
Maine
$4.41M -$54.4K -547 -1%
ZIM
658
Zacks Investment Management
Illinois
$4.41M -$601K -6,039 -11%
PCM
659
Parsons Capital Management
Rhode Island
$4.39M +$51.7K +520 +1%
TSWM
660
Triangle Securities Wealth Management
North Carolina
$4.37M +$159K +1,600 +4%
ISWM
661
Independent Solutions Wealth Management
New York
$4.37M -$2.81M -28,283 -37%
AC
662
Apella Capital
Connecticut
$4.36M +$152K +1,528 +3%
MCM
663
Monument Capital Management
Virginia
$4.36M -$12M -120,564 -72%
AG
664
Ascent Group
Virginia
$4.34M -$651K -6,544 -13%
HWM
665
HB Wealth Management
Georgia
$4.33M -$4.87M -48,959 -51%
RA
666
Resolute Advisors
California
$4.33M -$380K -3,819 -8%
MCA
667
MSH Capital Advisors
Arizona
$4.33M +$413K +4,156 +10%
LGA
668
Lebenthal Global Advisors
New York
$4.31M +$7.86K +79 +0.2%
GMA
669
Glassy Mountain Advisors
Maryland
$4.28M +$31.6K +318 +0.7%
PWM
670
Perigon Wealth Management
California
$4.28M -$1.92M -19,303 -29%
BCMO
671
Buckingham Capital Management (Ohio)
Ohio
$4.28M +$662K +6,656 +17%
AIMC
672
Alley Investment Management Company
Illinois
$4.25M +$12.3K +124 +0.3%
BRWA
673
B. Riley Wealth Advisors
Florida
$4.24M -$4.93M -49,537 -52%
IWM
674
IHT Wealth Management
Illinois
$4.23M +$17.8K +179 +0.4%
GTAM
675
Global Trust Asset Management
Florida
$4.21M +$764K +7,678 +20%
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