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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
851
Strategic Wealth Management Group
Maryland
$1.04M +$483K +7,651 +100%
NCM
852
Narwhal Capital Management
Georgia
$1.04M -$31.5K -499 -3%
TA
853
TFG Advisers
Michigan
$1.03M -$113K -1,786 -11%
BO
854
Bank OZK
Arkansas
$1.03M -$262K -4,154 -22%
CIG
855
Cairn Investment Group
Washington
$1.03M +$950K +15,050 New
JWS
856
Juncture Wealth Strategies
Arizona
$1.02M +$29.9K +474 +3%
BAS
857
Brown Advisory Securities
Maryland
$1.02M -$12.6K -200 -1%
SEEDPG
858
S.E.E.D. Planning Group
New York
$1.02M -$18K -285 -2%
WCWM
859
Wooster Corthell Wealth Management
Connecticut
$1.01M -$76.8K -1,217 -8%
LW
860
Linscomb Wealth
Texas
$1.01M +$148K +2,339 +19%
TF
861
Tompkins Financial
New York
$1M – – –
EW
862
Emerson Wealth
Michigan
$1M -$220K -3,480 -19%
PCA
863
Providence Capital Advisors
North Carolina
$997K -$60.1K -952 -6%
DBT
864
Dubuque Bank & Trust
Iowa
$994K -$152K -2,410 -14%
RSWM
865
Robertson Stephens Wealth Management
California
$992K -$1.32M -20,948 -59%
CW
866
CreativeOne Wealth
Kansas
$983K +$910K +14,407 New
IFG
867
Independent Financial Group
California
$969K -$716K -11,339 -44%
OFG
868
Oxford Financial Group
Indiana
$965K -$29.9K -473 -3%
H
869
HoyleCohen
California
$961K -$287K -4,545 -24%
BFA
870
Beaumont Financial Advisors
Massachusetts
$956K -$21.8K -346 -2%
1IA
871
1834 Investment Advisors
Wisconsin
$950K +$52.5K +832 +6%
EFS
872
Essex Financial Services
Connecticut
$947K +$76.6K +1,213 +10%
IFG
873
Investors Financial Group
Minnesota
$946K +$61.9K +980 +8%
RWA
874
River Wealth Advisors
Pennsylvania
$940K +$88.9K +1,408 +11%
TCPWM
875
Traverso Chambers Private Wealth Management
California
$938K +$23K +365 +3%
33 34
35
36 37