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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCIA
701
Mountain Capital Investment Advisors
Colorado
$4.5M -$3.85M -38,488 -45%
FCB
702
First Command Bank
Texas
$4.48M -$578K -5,785 -11%
FCFS
703
First Command Financial Services
Texas
$4.48M -$578K -5,785 -11%
SIM
704
Stratos Investment Management
Ohio
$4.45M -$102K -1,025 -2%
KIG
705
Kowal Investment Group
Wisconsin
$4.41M -$7.56M -75,646 -62%
NOI
706
Newton One Investments
Delaware
$4.4M +$17.4K +174 +0.4%
SP
707
SWS Partners
Ohio
$4.4M +$439K +4,395 +11%
MWM
708
Meridian Wealth Management
Kentucky
$4.39M -$378K -3,783 -8%
PWA
709
Physician Wealth Advisors
Utah
$4.37M -$1.85M -18,472 -29%
PCMU
710
Paragon Capital Management (Utah)
Utah
$4.37M +$28.5K +285 +0.6%
CCB
711
Country Club Bank
Missouri
$4.37M -$137K -1,375 -3%
MCA
712
MSH Capital Advisors
Arizona
$4.35M -$213K -2,128 -5%
GC
713
Garde Capital
Washington
$4.34M +$569K +5,695 +15%
CFG
714
Cooper Financial Group
California
$4.31M +$62.9K +629 +1%
CIC
715
Chilton Investment Company
Connecticut
$4.3M – – –
PPWM
716
PFG Private Wealth Management
Florida
$4.29M +$1.81M +18,106 +69%
AFG
717
ABLE Financial Group
Arizona
$4.28M +$4.43M +44,287 New
W
718
Wealthquest
Ohio
$4.28M -$314K -3,145 -7%
VNA
719
Valley National Advisers
Pennsylvania
$4.27M +$827K +8,268 +23%
CFG
720
Carr Financial Group
Massachusetts
$4.26M +$90.4K +904 +2%
SFG
721
SevenBridge Financial Group
Pennsylvania
$4.21M +$69.2K +692 +2%
EWM
722
EPG Wealth Management
Georgia
$4.2M +$11.2K +112 +0.3%
GTAM
723
Global Trust Asset Management
Florida
$4.2M -$42.5K -425 -1%
AWP
724
Accretive Wealth Partners
New Jersey
$4.19M -$67.8K -678 -2%
PIAS
725
PCA Investment Advisory Services
Ohio
$4.17M +$4.32M +43,171 New
27 28
29
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