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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
676
Southeast Asset Advisors
Georgia
$436K – – –
SRC
677
Shufro Rose & Co
New York
$433K – – –
MWM
678
Mission Wealth Management
California
$427K +$162K +2,355 +62%
IC
679
Intersect Capital
California
$426K -$103K -1,489 -19%
PCM
680
Perritt Capital Management
Illinois
$415K – – –
BDF
681
Balasa Dinverno & Foltz
$412K -$138 -2 -0%
PPSG
682
Princeton Portfolio Strategies Group
New Jersey
$410K +$409K +5,929 New
CGL
683
Clarius Group LLC
Washington
$408K – – –
HFS
684
Haverford Financial Services
Pennsylvania
$408K – – –
CSIC
685
Clifford Swan Investment Counsel
California
$403K – – –
MWAC
686
Mariner Wealth Advisors (Cincinnati)
Ohio
$400K +$178K +2,588 +81%
ZF
687
Zhang Financial
Michigan
$398K -$326K -4,730 -48%
CLOS
688
Compagnie Lombard Odier SCmA
Switzerland
$394K -$269K -3,900 -41%
CCM
689
Coe Capital Management
Illinois
$393K – – –
SLG
690
Stanley-Laman Group
Pennsylvania
$393K +$84.8K +1,229 +28%
AWM
691
Avior Wealth Management
Nebraska
$392K +$57.9K +839 +17%
FB
692
Fulton Bank
Pennsylvania
$389K – – –
CCA
693
Clearwater Capital Advisors
Illinois
$389K +$114K +1,651 +40%
MCM
694
Millie Capital Management
California
$388K -$78.6K -1,140 -17%
BOS
695
Bingham Osborn & Scarborough
California
$385K +$23K +334 +6%
SYBT
696
Stock Yards Bank & Trust
Kentucky
$381K +$4.28K +62 +1%
RC
697
RegentAtlantic Capital
New Jersey
$377K -$69 -1 -0%
SAS
698
Stelac Advisory Services
New York
$377K +$13.6M +196,721 +10,109%
HCM
699
Howland Capital Management
Massachusetts
$376K – – –
MCM
700
Maryland Capital Management
Maryland
$376K +$374K +5,430 New
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28
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