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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
751
City Holding Co
West Virginia
$269K – – –
AC
752
Alexandria Capital
Virginia
$268K -$1.72K -25 -0.6%
BFC
753
Blue Fin Capital
Rhode Island
$268K +$40K +580 +18%
NEPWA
754
New England Private Wealth Advisors
Massachusetts
$268K +$267K +3,875 New
IFB
755
iAB Financial Bank
Indiana
$267K +$10.7K +155 +4%
PSW
756
Portfolio Strategies (Washington)
Washington
$267K +$156K +2,263 +141%
TA
757
Tiedemann Advisors
New York
$265K +$265K +3,836 New
WP
758
WMS Partners
Maryland
$265K +$265K +3,838 New
WA1
759
Wimmer Associates 1
California
$264K -$59.3K -860 -18%
MCP
760
Mirador Capital Partners
California
$263K +$262K +3,800 New
UBWV
761
United Bank (West Virginia)
West Virginia
$260K – – –
AF
762
Affiance Financial
Minnesota
$260K +$6.9K +100 +3%
WAS
763
Winch Advisory Services
Wisconsin
$259K – – –
AAP
764
Arax Advisory Partners
Colorado
$256K -$76.3K -1,106 -23%
IC
765
Investment Counsel
Michigan
$256K – – –
ATC
766
Argent Trust Co
Tennessee
$254K +$1.79K +26 +0.7%
LFG
767
LifePlan Financial Group
Ohio
$250K +$249K +3,613 New
WFWM
768
Wechter Feldman Wealth Management
New Jersey
$248K -$829K -12,024 -77%
FG
769
Fiduciary Group
Georgia
$248K – – –
DAS
770
Dynamic Advisor Solutions
Arizona
$247K +$11.6K +168 +5%
CIM
771
Confluence Investment Management
Missouri
$246K – – –
SCM
772
Sterling Capital Management
North Carolina
$244K -$37K -537 -13%
AIP
773
Ahrens Investment Partners
Louisiana
$244K +$26.4K +383 +12%
IIC
774
Integrated Investment Consultants
Michigan
$243K – – –
IWM
775
IHT Wealth Management
Illinois
$243K +$138K +1,995 +818%
29 30
31
32 33