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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
EPWM
826
Essex Private Wealth Management
Massachusetts
$2.7M -$242K -2,314 -9%
WS
827
Wedbush Securities
California
$2.7M +$277K +2,642 +12%
MAS
828
Madden Advisory Services
Florida
$2.69M -$177K -1,694 -6%
HAS
829
HBW Advisory Services
California
$2.69M -$380K -3,633 -13%
ONST
830
Old North State Trust
North Carolina
$2.68M -$735K -7,026 -22%
HPWM
831
High Pines Wealth Management
Massachusetts
$2.65M -$24.6K -235 -1%
TFCP
832
Twin Focus Capital Partners
Massachusetts
$2.64M +$4.71K +45 +0.2%
STB
833
S&T Bank
Pennsylvania
$2.64M +$5.02K +48 +0.2%
KWM
834
Keebeck Wealth Management
Illinois
$2.63M +$931K +8,894 +58%
SAS
835
Sanford Advisory Services
Michigan
$2.63M +$995K +9,502 +65%
HIMC
836
Heritage Investors Management Corp
Maryland
$2.62M -$7.33K -70 -0.3%
AWM
837
Altavista Wealth Management
North Carolina
$2.62M -$6.7K -64 -0.3%
CHC
838
City Holding Co
West Virginia
$2.62M +$404K +3,864 +19%
FC
839
Ferris Capital
Massachusetts
$2.62M +$292K +2,789 +13%
EFS
840
Essex Financial Services
Connecticut
$2.62M +$269K +2,570 +12%
RFO
841
RiverGlades Family Offices
Florida
$2.62M +$6.8K +65 +0.3%
SWMG
842
Strategic Wealth Management Group
Maryland
$2.61M +$218K +2,087 +10%
BHWM
843
Bay Harbor Wealth Management
Maryland
$2.6M +$1.18M +11,305 +89%
KW
844
KWB Wealth
California
$2.59M -$539K -5,147 -18%
KFGK
845
Keystone Financial Group (Kentucky)
Kentucky
$2.58M +$2.62K +25 +0.1%
IC
846
Inscription Capital
Texas
$2.57M +$1.29M +12,359 +109%
CCM
847
Crew Capital Management
Ohio
$2.56M +$2.47M +23,570 New
DWA
848
Dougherty Wealth Advisers
Minnesota
$2.55M – – –
FFN
849
Focus Financial Network
Minnesota
$2.54M -$7.3M -69,754 -75%
W
850
WealthOne
New York
$2.54M +$264K +2,525 +12%
32 33
34
35 36