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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
801
Andesa Financial Management
Pennsylvania
$506K +$496K +6,575 New
MCM
802
Mitchell Capital Management
Kansas
$503K -$86.9K -1,153 -15%
BFA
803
Bragg Financial Advisors
North Carolina
$503K +$13.1K +174 +3%
CWS
804
Cypress Wealth Services
California
$502K +$493K +6,539 New
VCM
805
Vivaldi Capital Management
Illinois
$500K -$9.35K -124 -2%
CCP
806
Corient Capital Partners
California
$498K – – –
BI
807
Bredin Investment
Delaware
$498K +$485K +6,438 New
OMC
808
Overbrook Management Corp
New York
$497K -$8.29K -110 -2%
BBA
809
Braun-Bostich & Associates
Pennsylvania
$497K +$488K +6,469 New
LFG
810
Larson Financial Group
Missouri
$497K +$488K +6,476 New
6M
811
6 Meridian
Kansas
$496K +$487K +6,464 New
ZB
812
Zions Bancorporation
Utah
$495K -$63.7K -845 -12%
AF
813
Alerus Financial
North Dakota
$492K – – –
ST
814
Sageworth Trust
Pennsylvania
$488K – – –
AAP
815
Arax Advisory Partners
Colorado
$488K +$211K +2,799 +79%
NAM
816
North American Management
Massachusetts
$486K -$9.72K -129 -2%
SC
817
Scholtz & Company
Connecticut
$485K – – –
RWA
818
Ropes Wealth Advisors
Massachusetts
$484K -$20.7K -275 -4%
ZIC
819
ZWJ Investment Counsel
Georgia
$484K +$66.9K +887 +16%
MA
820
MCF Advisors
Kentucky
$484K +$120K +1,586 +34%
OWM
821
Orgel Wealth Management
Wisconsin
$483K +$81.6K +1,082 +21%
WAP
822
Wealthcare Advisory Partners
Pennsylvania
$477K +$75K +995 +19%
EAM
823
Evanson Asset Management
California
$474K – – –
TCM
824
Tufton Capital Management
Maryland
$472K +$9.65K +128 +2%
MWM
825
Modera Wealth Management
New Jersey
$472K +$158K +2,091 +52%
31 32
33
34 35