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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
701
Lionsbridge Wealth Management
Florida
$2.99M +$993K +12,086 +59%
CWM
702
Capital Wealth Management
Rhode Island
$2.97M -$53.9K -656 -2%
CBFP
703
Cedar Brook Financial Partners
Ohio
$2.96M +$1.52M +18,526 +135%
HPC
704
Hobart Private Capital
North Carolina
$2.96M -$2.82M -34,334 -52%
SHJ
705
Sharkey, Howes & Javer
Colorado
$2.95M -$3.34M -40,623 -56%
SGK
706
Steigerwald Gordon & Koch
Virginia
$2.95M -$68.9K -839 -3%
OAP
707
One Advisory Partners
Kansas
$2.93M -$2.56M -31,180 -49%
HCMT
708
Highland Capital Management (Tennessee)
Tennessee
$2.93M -$108K -1,315 -4%
RPC
709
Rossmore Private Capital
Connecticut
$2.92M +$152K +1,845 +6%
AWP
710
Accretive Wealth Partners
New Jersey
$2.92M +$2.61M +31,716 New
ONST
711
Old North State Trust
North Carolina
$2.91M -$2.91M -35,385 -53%
SXL
712
Summit X LLC
Missouri
$2.9M +$2.6M +31,622 New
AMG
713
Asset Management Group
Connecticut
$2.89M +$3.45K +42 +0.1%
RHBC
714
R.H. Bluestein & Co
Michigan
$2.89M +$341K +4,146 +15%
PFA
715
Pathway Financial Advisors
Vermont
$2.89M +$88.2K +1,074 +4%
CFG
716
Citizens Financial Group
Rhode Island
$2.87M +$166K +2,019 +7%
SAA
717
Southeast Asset Advisors
Georgia
$2.86M +$115K +1,398 +5%
CBT
718
Central Bank & Trust
Kentucky
$2.85M -$18.6K -227 -0.7%
SW
719
SkyOak Wealth
Michigan
$2.85M -$46.4K -565 -2%
GH
720
GAM Holding
Switzerland
$2.85M – – –
CHJWM
721
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.85M -$20.9K -255 -0.9%
PP
722
PrairieView Partners
Minnesota
$2.84M -$218K -2,649 -8%
ACM
723
Armbruster Capital Management
New York
$2.84M +$201K +2,450 +9%
3F
724
360 Financial
Minnesota
$2.83M +$185K +2,252 +8%
WT
725
Washington Trust
Rhode Island
$2.83M +$156K +1,899 +7%
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