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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
H
701
HoyleCohen
California
$1.61M +$160K +2,084 +11%
AEPG
702
American Economic Planning Group
New Jersey
$1.61M +$326K +4,250 +26%
RPGK
703
Retirement Planning Group (Kansas)
Kansas
$1.6M -$121K -1,578 -7%
JF
704
JSF Financial
California
$1.59M -$1.22M -15,862 -43%
NCM
705
Novare Capital Management
North Carolina
$1.57M -$67.2K -875 -4%
BO
706
Bank OZK
Arkansas
$1.57M +$13.1K +170 +0.8%
FPTW
707
Franklin, Parlapiano, Turner & Welch
Texas
$1.56M – – –
OWA
708
Outlook Wealth Advisors
Texas
$1.56M -$4.85M -63,096 -76%
CT
709
Cambridge Trust
Massachusetts
$1.56M -$72K -937 -4%
TCM
710
Twin Capital Management
Pennsylvania
$1.55M -$114K -1,480 -7%
WA
711
Wilshire Advisors
California
$1.55M -$114K -1,480 -7%
TI
712
Truepoint Inc
Ohio
$1.54M +$255K +3,315 +20%
GIA
713
Gladstone Institutional Advisory
Florida
$1.53M +$276K +3,588 +22%
ACP
714
Aveo Capital Partners
Colorado
$1.53M +$19.4K +253 +1%
CF
715
Centaurus Financial
California
$1.53M +$601K +7,822 +65%
PWA
716
Peterson Wealth Advisors
Utah
$1.53M -$358K -4,660 -20%
FFW
717
Fusion Family Wealth
New York
$1.52M -$983K -12,807 -39%
ODCM
718
Old Dominion Capital Management
Virginia
$1.51M – – –
1WA
719
180 Wealth Advisors
Washington
$1.5M -$132K -1,725 -8%
PWPS
720
Pinnacle Wealth Planning Services
Ohio
$1.5M -$33.2K -432 -2%
PB
721
Pinnacle Bancorp
Nebraska
$1.49M +$24.5K +319 +2%
SFA
722
Sequoia Financial Advisors
Ohio
$1.49M +$123K +1,601 +9%
HS
723
Horan Securities
United States
$1.49M +$1.25M +16,275 +537%
TC
724
Trust Company
Kansas
$1.48M -$358K -4,663 -20%
CL
725
Choreo LLC
Illinois
$1.48M +$230 +3 +0%
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