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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
826
Logan Capital Management
Pennsylvania
$243K – – –
AC
827
Alexandria Capital
Virginia
$242K +$19.9K +284 +10%
ABFS
828
Appropriate Balance Financial Services
Washington
$240K +$73K +1,042 +6%
MCM
829
Millie Capital Management
California
$240K -$84.1K -1,200 -27%
HDIM
830
Hanson & Doremus Investment Management
Vermont
$239K -$3.78K -54 -2%
HIMC
831
Heritage Investors Management Corp
Maryland
$236K – – –
LFG
832
LifePlan Financial Group
Ohio
$235K -$31.1K -444 -12%
FA
833
FC Advisory
Pennsylvania
$234K +$7.08K +101 +3%
CCT
834
Capital City Trust
Florida
$233K – – –
AP
835
Appleton Partners
Massachusetts
$232K -$2.8K -40 -1%
1SB
836
1ST Source Bank
Indiana
$230K -$2.45K -35 -1%
DWM
837
Doyle Wealth Management
Florida
$226K -$9.88K -141 -4%
FPFS
838
First Personal Financial Services
North Carolina
$223K – – –
IWA
839
Intercontinental Wealth Advisors
Texas
$223K – – –
NIC
840
Northwest Investment Counselors
Oregon
$222K -$109K -1,560 -34%
CBTWT
841
Community Bank & Trust (Waco, Texas)
Texas
$220K -$4.21K -60 -2%
WCM
842
Wealthcare Capital Management
Virginia
$218K +$70 +1 +0%
LPT
843
Legacy Private Trust
Wisconsin
$218K +$206K +2,935 New
MWM
844
Merriman Wealth Management
Washington
$213K +$201K +2,864 New
SPWA
845
SteelBridge Private Wealth Advisors
Florida
$212K +$200K +2,856 New
LC
846
Lourd Capital
California
$211K +$199K +2,840 New
PA
847
Probity Advisors
Texas
$209K +$197K +2,812 New
DLHL
848
Donald L. Hagan LLC
Florida
$208K +$197K +2,808 New
EWM
849
Endurance Wealth Management
Rhode Island
$207K +$30.1K +430 +18%
P
850
Pitcairn
Pennsylvania
$204K -$25.2K -360 -12%
32 33
34
35 36