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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
826
Mount Yale Investment Advisors
Colorado
$4.19M -$875K -7,753 -16%
KFBMI
827
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.18M – – –
DWM
828
Drive Wealth Management
Utah
$4.18M +$237K +2,097 +6%
WCP
829
Wick Capital Partners
Pennsylvania
$4.16M -$1.01M -8,972 -18%
SSW
830
Stone Summit Wealth
Florida
$4.16M -$24.9K -221 -0.6%
BWM
831
Boyd Wealth Management
California
$4.15M +$158K +1,396 +4%
WPC
832
Wedmont Private Capital
Pennsylvania
$4.14M +$2.16M +19,153 +79%
SW
833
Solidarity Wealth
Utah
$4.1M +$459K +4,071 +12%
FIM
834
Freedom Investment Management
Connecticut
$4.1M +$156K +1,385 +4%
WS
835
Wedbush Securities
California
$4.02M +$544K +4,824 +14%
GSB
836
Greenfield Savings Bank
Massachusetts
$4.01M -$302K -2,679 -7%
CASB
837
Cape Ann Savings Bank
Massachusetts
$4.01M -$411K -3,643 -9%
LSIA
838
LaSalle St. Investment Advisors
Illinois
$4M +$1.98M +17,544 +85%
QCM
839
Quantinno Capital Management
New York
$3.99M +$460K +4,078 +12%
WFAG
840
Wescott Financial Advisory Group
Pennsylvania
$3.99M -$85.4K -757 -2%
HIMC
841
Heritage Investors Management Corp
Maryland
$3.97M +$79.9K +708 +2%
GWP
842
Gateway Wealth Partners
Wisconsin
$3.96M +$28.8K +255 +0.7%
SSWM
843
Sheets Smith Wealth Management
North Carolina
$3.94M -$358K -3,176 -8%
LWL
844
Leo Wealth LLC
Texas
$3.93M -$1.38M -12,218 -25%
FFN
845
Focus Financial Network
Minnesota
$3.91M +$153K +1,352 +4%
CAM
846
Campion Asset Management
Virginia
$3.9M +$53.7K +476 +1%
ST
847
Spinnaker Trust
Maine
$3.88M +$5.42K +48 +0.1%
MOACM
848
Mutual of America Capital Management
New York
$3.87M -$596K -5,284 -12%
EL
849
EWA LLC
Pennsylvania
$3.87M +$165K +1,465 +4%
JBW
850
Journey Beyond Wealth
Georgia
$3.86M +$263K +2,329 +7%
32 33
34
35 36