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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
701
NVWM LLC
Pennsylvania
$1.54M -$809K -10,422 -35%
CCM
702
Coldstream Capital Management
Washington
$1.54M -$212K -2,728 -12%
BO
703
Bank OZK
Arkansas
$1.53M -$58.5K -754 -4%
PWA
704
Peterson Wealth Advisors
Utah
$1.53M +$34.2K +441 +2%
LWCFA
705
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.53M +$234K +3,020 +18%
BRWA
706
B. Riley Wealth Advisors
Florida
$1.52M -$1.02M -13,172 -40%
OIA
707
OneDigital Investment Advisors
Kansas
$1.52M +$50.5K +650 +3%
1WA
708
180 Wealth Advisors
Washington
$1.52M +$53.2K +685 +4%
PB
709
Pinnacle Bancorp
Nebraska
$1.52M +$1.16K +15 +0.1%
LFA
710
Legacy Financial Advisors
Kentucky
$1.51M +$27.1K +349 +2%
LWM
711
Lyell Wealth Management
California
$1.51M -$228K -2,942 -13%
FPTW
712
Franklin, Parlapiano, Turner & Welch
Texas
$1.5M -$84K -1,082 -5%
TF
713
Trek Financial
Arizona
$1.49M -$25.5M -328,882 -95%
CL
714
Choreo LLC
Illinois
$1.49M -$9.32K -120 -0.6%
PWPS
715
Pinnacle Wealth Planning Services
Ohio
$1.49M -$27.1K -349 -2%
6M
716
6 Meridian
Kansas
$1.48M +$904K +11,639 +160%
VWA
717
V Wealth Advisors
Kansas
$1.47M +$147K +1,893 +11%
NFG
718
Next Financial Group
Texas
$1.47M +$1.41M +18,137 +2,719%
JA
719
JVL Associates
Michigan
$1.47M – – –
AWP
720
Ascent Wealth Partners
New York
$1.46M +$22.8K +294 +2%
FMII
721
Farmers & Merchants Investments Inc
Nebraska
$1.46M +$18.1K +233 +1%
HIMC
722
Heritage Investors Management Corp
Maryland
$1.46M +$217K +2,791 +18%
JCM
723
Janney Capital Management
Pennsylvania
$1.45M -$244K -3,148 -14%
ODCM
724
Old Dominion Capital Management
Virginia
$1.45M -$7.76K -100 -0.5%
LPIC
725
LeJeune Puetz Investment Counsel
Michigan
$1.44M -$31K -399 -2%
27 28
29
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