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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
726
Provident Wealth Management
Tennessee
$4.2M -$39.4K -414 -1%
DFC
727
DBK Financial Counsel
Ohio
$4.2M -$13.3K -140 -0.3%
W
728
Wealthquest
Ohio
$4.2M -$203K -2,136 -5%
LGWM
729
Litman Gregory Wealth Management
California
$4.19M +$4M +42,023 New
MWM
730
Meridian Wealth Management
Kentucky
$4.18M -$329K -3,450 -8%
SKK
731
Shepherd Kaplan Krochuk
Massachusetts
$4.17M +$156K +1,634 +4%
PAG
732
Private Advisory Group
Washington
$4.17M +$335K +3,520 +9%
MYIA
733
Mount Yale Investment Advisors
Colorado
$4.16M +$155K +1,625 +4%
SIAM
734
Sterling Investment Advisors (Missouri)
Missouri
$4.13M -$23.8K -250 -0.6%
RBC
735
Romano Brothers & Co
Illinois
$4.11M +$142K +1,496 +4%
CB
736
Centennial Bank
Arkansas
$4.1M +$266K +2,798 +7%
FTWA
737
Fifth Third Wealth Advisors
Ohio
$4.1M +$2.9M +30,504 +286%
LIM
738
Leavell Investment Management
Alabama
$4.09M +$124K +1,305 +3%
PIAS
739
PCA Investment Advisory Services
Ohio
$4.09M -$205K -2,156 -5%
ONB
740
Old National Bancorp
Indiana
$4.08M +$45.8K +481 +1%
PWAG
741
Polaris Wealth Advisory Group
California
$4.05M -$5.68M -59,682 -59%
FCB
742
First Command Bank
Texas
$4.05M -$546K -5,734 -12%
FCFS
743
First Command Financial Services
Texas
$4.05M -$546K -5,734 -12%
LA
744
Lynch & Associates
Indiana
$4.04M +$23K +242 +0.6%
VIM
745
Vista Investment Management
Pennsylvania
$4.04M +$52K +546 +1%
AT
746
American Trust
Kentucky
$4.03M +$3.24K +34 +0.1%
BWM
747
Boyd Wealth Management
California
$4.03M -$7.86M -82,526 -67%
CWA
748
Canvas Wealth Advisors
Kansas
$4.03M +$2.27M +23,839 +159%
KFBMI
749
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.99M – – –
TC
750
TownSquare Capital
Utah
$3.92M +$2.42M +25,396 +182%
28 29
30
31 32