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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
651
O'Shaughnessy Asset Management
Connecticut
$6.44M +$742K +6,572 +12%
OCM
652
One Capital Management
California
$6.42M -$3.47M -30,739 -33%
PAG
653
Private Advisory Group
Washington
$6.41M +$1M +8,885 +17%
SFI
654
SPC Financial Inc
Maryland
$6.39M +$506K +4,485 +8%
CAM
655
Cozad Asset Management
Illinois
$6.35M +$28K +248 +0.4%
AI
656
Atria Investments
North Carolina
$6.33M +$715K +6,340 +12%
OHWP
657
Oak Harbor Wealth Partners
North Carolina
$6.32M +$207K +1,831 +3%
NWA
658
New World Advisors
Massachusetts
$6.31M +$6.55M +58,013 +2,501%
CWG
659
Cornerstone Wealth Group
North Carolina
$6.29M -$85.5K -758 -1%
SIC
660
Sterling Investment Counsel
New York
$6.28M +$2.38M +21,101 +54%
AC
661
Aristides Capital
Kentucky
$6.27M – – –
AP
662
Americana Partners
Texas
$6.27M +$408K +3,620 +6%
BFO
663
Boston Family Office
Massachusetts
$6.21M -$31.9K -283 -0.5%
HBT
664
Hills Bank & Trust
Iowa
$6.2M -$93.7K -830 -1%
TA
665
TKG Advisors
Indiana
$6.2M +$335K +2,970 +5%
SF
666
Summit Financial
New Jersey
$6.2M +$1.03M +9,091 +18%
GWM
667
Geneos Wealth Management
Colorado
$6.2M -$48.3K -428 -0.7%
PWM
668
Provident Wealth Management
Tennessee
$6.17M +$326K +2,893 +5%
SFS
669
Sowell Financial Services
Arkansas
$6.15M +$130K +1,155 +2%
EGWAG
670
Elwood & Goetz Wealth Advisory Group
Georgia
$6.12M +$293K +2,598 +5%
CV
671
Counterweight Ventures
North Carolina
$6.12M +$103K +913 +2%
MWM
672
Meridian Wealth Management
Kentucky
$6.11M -$510K -4,516 -7%
CIAS
673
CFS Investment Advisory Services
New Jersey
$6.09M -$44.9K -398 -0.7%
FHA
674
Flagship Harbor Advisors
Massachusetts
$6.09M +$29.5K +261 +0.5%
NGA
675
Naples Global Advisors
Florida
$6.08M +$570K +5,055 +10%
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