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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LFPWM
726
Leicht Financial Planning & Wealth Management
New Jersey
$926K -$4.07K -50 -0.5%
RCA
727
Rowland Carmichael Advisors
Arizona
$919K -$28.4K -348 -3%
NP
728
NorthRock Partners
Minnesota
$913K -$279K -3,425 -24%
PSUF
729
People's United Financial
Connecticut
$912K -$65.8K -807 -7%
JIC
730
JRM Investment Counsel
Nebraska
$896K +$875K +10,740 New
DIA
731
Dana Investment Advisors
Wisconsin
$892K – – –
MWP
732
MYCIO Wealth Partners
Pennsylvania
$892K +$475K +5,823 +120%
HCC
733
Hirtle Callaghan & Co
Pennsylvania
$886K – – –
AFP
734
Ausdal Financial Partners
Iowa
$879K +$43.3K +531 +5%
PCMK
735
Paragon Capital Management (Kansas)
Kansas
$872K +$225K +2,755 +10%
BAAM
736
Baker Avenue Asset Management
California
$861K -$1.14M -14,018 -58%
FBA
737
Front Barnett Associates
Illinois
$859K -$58.3K -715 -6%
TA
738
Townsend & Associates
Colorado
$845K +$664K +8,149 +414%
CCMD
739
Cypress Capital Management (Delaware)
Delaware
$842K – – –
PG
740
Patten Group
Tennessee
$840K -$33K -405 -4%
ACI
741
Alpha Cubed Investments
California
$840K +$126K +1,544 +18%
BPCE
742
Bank Pictet & Cie (Europe)
Germany
$835K -$235K -2,880 -22%
JFG
743
JMG Financial Group
Illinois
$819K +$181K +2,223 +29%
HIMC
744
Heritage Investors Management Corp
Maryland
$814K +$462K +5,673 +139%
RWA
745
Ropes Wealth Advisors
Massachusetts
$811K +$292K +3,582 +58%
PS
746
Portfolio Solutions
Michigan
$810K +$37.6K +461 +5%
LCM
747
Laurion Capital Management
New York
$808K +$789K +9,685 New
NSIM
748
North Star Investment Management
Illinois
$806K +$83.5K +1,025 +12%
LWMT
749
Legacy Wealth Management (Tennessee)
Tennessee
$793K -$50.8K -623 -6%
6M
750
6 Meridian
Kansas
$788K +$108K +1,327 +16%
28 29
30
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