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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
826
WBH Advisory
Maryland
$4.04M +$173K +1,672 +5%
MFG
827
Midwest Financial Group
Kansas
$4.03M +$4.65K +45 +0.1%
SMA
828
Sage Mountain Advisors
Georgia
$4.02M -$379K -3,667 -9%
WB
829
WesBanco Bank
West Virginia
$4.01M +$420K +4,067 +12%
PAM
830
Palisade Asset Management
Minnesota
$4M +$172K +1,661 +5%
EWM
831
Evercore Wealth Management
New York
$4M -$6.2K -60 -0.2%
JBW
832
Journey Beyond Wealth
Georgia
$3.97M -$60.7K -587 -2%
CBA
833
Coastal Bridge Advisors
Connecticut
$3.96M +$218K +2,111 +6%
GWP
834
Gateway Wealth Partners
Wisconsin
$3.96M -$171K -1,653 -4%
GWS
835
Greykasell Wealth Strategies
California
$3.96M -$52.7K -510 -1%
CTA
836
Colonial Trust Advisors
South Carolina
$3.96M -$643K -6,218 -15%
IAS
837
IMA Advisory Services
Colorado
$3.95M -$4.76M -46,010 -56%
LKWM
838
Lee-Kelleher Wealth Management
Maryland
$3.95M +$207K +2,000 +6%
LFP
839
Lakeshore Financial Planning
Michigan
$3.94M +$18.8K +182 +0.5%
PIA
840
Perennial Investment Advisors
California
$3.94M -$74.4K -720 -2%
LDB
841
Lee, Danner & Bass
Tennessee
$3.94M -$12K -116 -0.3%
EA
842
Emerald Advisors
Washington
$3.92M +$207K +2,005 +6%
LFAS
843
Level Four Advisory Services
Texas
$3.92M +$716K +6,923 +24%
FFO
844
Fortitude Family Office
Arizona
$3.91M -$1.77M -17,092 -32%
FLPIM
845
F.L. Putnam Investment Management
Massachusetts
$3.91M -$35M -338,216 -90%
B
846
Birchbrook
Maine
$3.9M +$89.1K +862 +2%
WS
847
Wela Strategies
Georgia
$3.88M +$149K +1,439 +4%
PWS
848
Precision Wealth Strategies
Missouri
$3.87M +$3.66M +35,433 New
WWM
849
Wolff Wiese Magana
California
$3.86M +$28.6K +277 +0.8%
FFN
850
Focus Financial Network
Minnesota
$3.86M -$218K -2,113 -6%
32 33
34
35 36