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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
826
Rossmore Private Capital
Connecticut
$472K +$105K +1,350 +28%
OWM
827
Orgel Wealth Management
Wisconsin
$471K -$13.2K -170 -3%
TCM
828
Tufton Capital Management
Maryland
$467K -$5.21K -67 -1%
PAM
829
Peak Asset Management
Colorado
$463K +$22.6K +290 +5%
HIS
830
Horizon Investment Services
Indiana
$462K -$778 -10 -0.2%
VCM
831
Vivaldi Capital Management
Illinois
$461K -$40.1K -515 -8%
NSB
832
Norway Savings Bank
Maine
$459K -$56.4K -725 -11%
SPWA
833
SteelBridge Private Wealth Advisors
Florida
$456K +$129K +1,654 +39%
LPT
834
Legacy Private Trust
Wisconsin
$456K +$198K +2,550 +76%
SHA
835
Seneca House Advisors
Virginia
$455K +$24.4K +314 +6%
CGL
836
Clarius Group LLC
Washington
$454K – – –
HFS
837
Haverford Financial Services
Pennsylvania
$454K – – –
CCM
838
Coe Capital Management
Illinois
$453K -$157K -2,020 -26%
CSIC
839
Clifford Swan Investment Counsel
California
$449K – – –
IP
840
Intellectus Partners
California
$444K +$162K +2,080 +56%
PCA
841
Peddock Capital Advisors
Massachusetts
$441K +$29K +373 +7%
MCM
842
Mitchell Capital Management
Kansas
$431K -$74K -951 -15%
WA
843
Winfield Associates
Ohio
$431K +$101K +1,300 +30%
WWM
844
Windsor Wealth Management
Indiana
$428K +$15.3K +196 +4%
PO
845
Private Ocean
California
$428K +$122K +1,570 +39%
HCM
846
Howland Capital Management
Massachusetts
$424K +$66.5K +855 +18%
BFC
847
Bedel Financial Consulting
Indiana
$423K +$427K +5,492 New
VIA
848
Vantage Investment Advisors
Pennsylvania
$420K +$78 +1 +0%
LIA
849
LS Investment Advisors
Michigan
$420K +$21K +270 +5%
MC
850
Martin & Co
Tennessee
$418K -$32.3K -415 -7%
32 33
34
35 36