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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
776
TCTC Holdings
Texas
$4.48M +$333K +3,457 +9%
SS
777
Sound Stewardship
Kansas
$4.48M +$278K +2,883 +7%
HPC
778
HM Payson & Co
Maine
$4.47M +$1.06M +10,996 +36%
S
779
Sachetta
Massachusetts
$4.46M +$3.97M +41,243 New
RBC
780
Romano Brothers & Co
Illinois
$4.45M -$45.5K -472 -1%
EWM
781
Evercore Wealth Management
New York
$4.43M +$67.8K +704 +2%
PWA
782
Physician Wealth Advisors
Utah
$4.42M -$151K -1,568 -4%
AFS
783
AFG Fiduciary Services
Massachusetts
$4.42M +$162K +1,682 +4%
BFO
784
Biltmore Family Office
North Carolina
$4.41M +$168K +1,739 +4%
BBNA
785
Bremer Bank National Association
Minnesota
$4.39M -$78.7K -817 -2%
WCM
786
Windsor Capital Management
Arizona
$4.39M -$42.9K -445 -1%
FIM
787
Freedom Investment Management
Connecticut
$4.38M +$1.06M +11,034 +37%
SFG
788
SevenBridge Financial Group
Pennsylvania
$4.34M -$274K -2,842 -7%
SI
789
Stephens Inc
Arkansas
$4.34M +$121K +1,255 +3%
EWP
790
Elevation Wealth Partners
California
$4.33M -$3.28K -34 -0.1%
KFBMI
791
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.33M – – –
1WM
792
1900 Wealth Management
Texas
$4.33M +$170K +1,763 +5%
CV
793
Counterweight Ventures
North Carolina
$4.29M +$3.82M +39,676 New
PWP
794
Principle Wealth Partners
Connecticut
$4.28M +$2.99M +30,996 +362%
EC
795
Estate Counselors
Wisconsin
$4.28M -$27.4M -284,291 -88%
QFA
796
Quattro Financial Advisors
Texas
$4.26M -$1.11M -11,522 -99%
WG
797
Watchman Group
Texas
$4.25M +$102K +1,056 +3%
LWMNY
798
Landmark Wealth Management (New York)
New York
$4.23M +$249K +2,587 +7%
UL
799
Unionview LLC
Washington
$4.22M +$145K +1,504 +4%
HWMT
800
Heritage Wealth Management (Texas)
Texas
$4.22M +$429K +4,452 +13%
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