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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
701
Private Trust Company
Ohio
$5.25M -$405K -3,788 -7%
EPP
702
ETF Portfolio Partners
Kansas
$5.24M -$173K -1,621 -3%
PBO
703
Peoples Bank (Ohio)
Ohio
$5.22M -$524K -4,893 -9%
MLIC
704
Mandatum Life Insurance Company
Finland
$5.2M – – –
WCP
705
Wick Capital Partners
Pennsylvania
$5.18M +$5.2M +48,587 New
BIA
706
Bigelow Investment Advisors
Maine
$5.18M +$303K +2,836 +6%
SFI
707
SPC Financial Inc
Maryland
$5.17M +$599K +5,599 +13%
PAG
708
Private Advisory Group
Washington
$5.17M +$281K +2,631 +6%
EWM
709
EPG Wealth Management
Georgia
$5.16M -$5.07M -47,360 Closed
PWM
710
Provident Wealth Management
Tennessee
$5.15M +$401K +3,744 +8%
TCM
711
Telos Capital Management
California
$5.15M -$76.7K -717 -1%
TH
712
TCTC Holdings
Texas
$5.08M +$222K +2,078 +5%
CFA
713
Cahill Financial Advisors
Minnesota
$5.07M -$2.78M -25,998 -35%
SC
714
Stephenson & Company
California
$5.06M +$100K +938 +2%
NGA
715
Naples Global Advisors
Florida
$5.04M +$234K +2,188 +5%
ISWM
716
Independent Solutions Wealth Management
New York
$5.03M +$59.5K +556 +1%
MYIA
717
Mount Yale Investment Advisors
Colorado
$5.02M +$71.5K +668 +1%
IFG
718
Independent Financial Group
California
$4.97M -$13.9K -130 -0.3%
LCG
719
Lynx Capital Group
Ohio
$4.95M +$25.4K +237 +0.5%
CCB
720
Country Club Bank
Missouri
$4.94M +$8.02K +75 +0.2%
FA
721
FDx Advisors
Illinois
$4.93M +$1.61M +15,080 +48%
CFO
722
Callan Family Office
Pennsylvania
$4.93M +$1.05M +9,796 +27%
S
723
Sachetta
Massachusetts
$4.9M +$46.9K +438 +1%
EWA
724
Emergent Wealth Advisors
New York
$4.9M +$3.59M +33,580 +310%
BA
725
Bellwether Advisors
Nebraska
$4.88M +$18.4K +172 +0.4%
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