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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
826
Clarus Wealth Advisors
Arizona
$3.97M +$3.7M +38,435 New
HIMC
827
Heritage Investors Management Corp
Maryland
$3.97M +$243K +2,525 +7%
MCM
828
MidAtlantic Capital Management
Virginia
$3.94M +$3.51M +36,386 New
WFA
829
Wellspring Financial Advisors
Ohio
$3.94M -$79.4K -824 -0.2%
SIS
830
Sound Income Strategies
Florida
$3.91M +$3.43M +35,554 +6,238%
ST
831
Spinnaker Trust
Maine
$3.91M -$26.4K -274 -0.8%
PLU
832
Performa Ltd (US)
South Carolina
$3.88M – – –
HFW
833
Horizon Family Wealth
Illinois
$3.85M +$140K +1,451 +4%
GSB
834
Greenfield Savings Bank
Massachusetts
$3.84M -$2.6K -27 -0.1%
SIC
835
Sterling Investment Counsel
New York
$3.83M +$384K +3,987 +13%
FWTB
836
First Western Trust Bank
Colorado
$3.83M -$6.75K -70 -0.2%
AIP
837
Ameritas Investment Partners
Nebraska
$3.82M +$24.1K +250 +0.7%
ZIM
838
Zacks Investment Management
Illinois
$3.81M -$1.28M -13,230 -27%
CW
839
CIC Wealth
Maryland
$3.81M -$61.7K -640 -2%
EFS
840
Essex Financial Services
Connecticut
$3.81M -$30.1K -312 -0.9%
SIAM
841
Sterling Investment Advisors (Missouri)
Missouri
$3.8M -$456K -4,730 -12%
AP
842
Aspect Partners
Virginia
$3.79M +$3.38M +35,056 New
CA
843
Continuum Advisory
Idaho
$3.79M -$200K -2,072 -6%
CHC
844
City Holding Co
West Virginia
$3.79M -$137K -1,421 -4%
NPT
845
National Philanthropic Trust
Pennsylvania
$3.79M +$3.37M +35,012 New
AWMG
846
Alliance Wealth Management Group
New Jersey
$3.78M +$3.37M +34,924 New
UFAC
847
Urban Financial Advisory Corp
Illinois
$3.75M +$3.34M +34,672 New
NL
848
NEPC LLC
Massachusetts
$3.7M -$78.5K -815 -2%
DL
849
DOHJ LLC
Washington
$3.69M +$2.88M +29,889 +710%
WPW
850
Waldron Private Wealth
Pennsylvania
$3.69M -$66.4K -689 -2%
32 33
34
35 36