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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
676
Private Trust Company
Ohio
$4.91M -$115K -1,211 -2%
TCM
677
Telos Capital Management
California
$4.91M +$61.2K +643 +1%
TSWM
678
Triangle Securities Wealth Management
North Carolina
$4.85M +$49K +515 +1%
CIC
679
Cutler Investment Counsel
Oregon
$4.84M +$185K +1,939 +4%
ZIM
680
Zacks Investment Management
Illinois
$4.83M -$1.79M -18,782 -28%
OGF
681
Orin Green Financial
California
$4.81M +$92.6K +973 +2%
SSWM
682
Sheets Smith Wealth Management
North Carolina
$4.79M -$107K -1,126 -2%
CAM
683
Cozad Asset Management
Illinois
$4.78M +$118K +1,240 +3%
NOI
684
Newton One Investments
Delaware
$4.74M +$200K +2,105 +5%
BA
685
Ballew Advisors
Mississippi
$4.74M +$10.4K +109 +0.2%
PA
686
PSI Advisors
Florida
$4.73M +$12.3K +129 +0.3%
JWCA
687
J.W. Cole Advisors
Florida
$4.7M -$268K -2,811 -6%
AC
688
Apella Capital
Connecticut
$4.69M +$4.48M +47,092 New
BA
689
Bellwether Advisors
Nebraska
$4.69M -$32.7K -343 -0.7%
ISWM
690
Independent Solutions Wealth Management
New York
$4.63M -$113K -1,190 -2%
PCMU
691
Paragon Capital Management (Utah)
Utah
$4.62M +$113K +1,183 +3%
SP
692
SWS Partners
Ohio
$4.62M +$84.5K +887 +2%
KFP
693
KMG Fiduciary Partners
Ohio
$4.6M +$309K +3,244 +8%
CFG
694
Cooper Financial Group
California
$4.6M +$149K +1,560 +3%
PPWM
695
PFG Private Wealth Management
Florida
$4.59M +$163K +1,708 +4%
BCMO
696
Buckingham Capital Management (Ohio)
Ohio
$4.59M -$89.8K -943 -2%
PWA
697
Physician Wealth Advisors
Utah
$4.55M -$34.1K -358 -0.8%
AWP
698
Accretive Wealth Partners
New Jersey
$4.54M +$214K +2,247 +5%
CCB
699
Country Club Bank
Missouri
$4.52M -$61.3K -644 -1%
WWM
700
Western Wealth Management
Colorado
$4.51M -$208K -2,183 -5%
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