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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
801
Trellis Advisors
Washington
$746K – – –
GP
802
Girard Partners
Pennsylvania
$743K -$70.7K -807 -9%
BCM
803
Brookmont Capital Management
Texas
$743K +$14.7K +168 +2%
MLIC
804
Mandatum Life Insurance Company
Finland
$740K – – –
BW
805
Bison Wealth
Georgia
$737K +$369K +4,207 +99%
OC
806
Oakworth Capital
Alabama
$731K +$682K +7,782 +1,297%
PFA
807
Pathway Financial Advisors
Vermont
$702K +$530K +6,045 +168%
SFM
808
Signature Financial Management
Virginia
$697K – – –
PWM
809
Paulson Wealth Management
Illinois
$694K +$58.5K +668 +8%
MOACM
810
Mutual of America Capital Management
New York
$693K +$696K +7,943 New
MBTD
811
Mechanics Bank - Trust Department
California
$688K -$9.64K -110 -1%
GCA
812
Gradient Capital Advisors
California
$687K -$26.6K -304 -4%
MMHP
813
Murphy Middleton Hinkle & Parker
Georgia
$687K – – –
CG
814
Colony Group
Massachusetts
$686K -$25.2K -288 -4%
BBHC
815
Brown Brothers Harriman & Co
New York
$686K +$44.6K +509 +7%
BCM
816
BTC Capital Management
Iowa
$677K +$680K +7,759 New
WSTAM
817
Wilbanks Smith & Thomas Asset Management
Virginia
$674K -$406K -4,636 -38%
SSWM
818
Smith Salley Wealth Management
North Carolina
$674K +$24.9K +284 +4%
BFM
819
Broadview Financial Management
Wisconsin
$673K -$8.41K -96 -1%
DHFB
820
Dixon Hubard Feinour & Brown
Virginia
$668K -$15.3K -175 -2%
PCA
821
Providence Capital Advisors
North Carolina
$667K +$57K +651 +9%
PFC
822
Personal Financial Consultants
California
$667K +$670K +7,650 New
ACP
823
Aviance Capital Partners
Florida
$665K +$41.7K +476 +7%
BA
824
BKS Advisors
Michigan
$664K -$8.76K -100 -1%
PAM
825
Peak Asset Management
Colorado
$659K +$128K +1,464 +24%
31 32
33
34 35