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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
851
CreativeOne Wealth
Kansas
$2.69M +$1.95M +17,518 +277%
SW
852
StrongBox Wealth
Missouri
$2.69M +$2.23M +20,003 +522%
RIM
853
Rockbridge Investment Management
New York
$2.69M +$415K +3,723 +19%
EI
854
Ellevest Inc
New York
$2.68M +$118K +1,062 +5%
W
855
WealthOne
New York
$2.67M +$23.5K +211 +0.9%
CF
856
Corrigan Financial
Rhode Island
$2.66M -$228K -2,046 -8%
DWA
857
Dougherty Wealth Advisers
Minnesota
$2.65M – – –
CPC
858
Congress Park Capital
New York
$2.64M +$331K +2,972 +15%
ONST
859
Old North State Trust
North Carolina
$2.63M -$151K -1,353 -5%
CCM
860
Crew Capital Management
Ohio
$2.63M -$27.9K -250 -1%
SPFA
861
Summit Place Financial Advisors
New Jersey
$2.63M +$785K +7,036 +43%
MWM
862
Maltin Wealth Management
New Jersey
$2.63M +$96K +861 +4%
CA
863
Continuum Advisory
Idaho
$2.63M +$576K +5,161 +29%
EFS
864
Essex Financial Services
Connecticut
$2.62M – – –
MWM
865
Mascoma Wealth Management
New Hampshire
$2.62M +$537K +4,810 +26%
PWA
866
Peterson Wealth Advisors
Utah
$2.61M -$24.9K -223 -1%
WA
867
Winfield Associates
Ohio
$2.6M +$132K +1,180 +5%
PPP
868
Private Portfolio Partners
New Jersey
$2.59M +$124K +1,115 +5%
AWM
869
Altavista Wealth Management
North Carolina
$2.58M -$145K -1,296 -5%
KW
870
KWB Wealth
California
$2.58M -$3.01K -27 -0.1%
CPIA
871
Cornell Pochily Investment Advisors
New York
$2.58M +$166K +1,484 +7%
KAH
872
Kathryn A. Hall
$2.57M +$1.58M +14,150 +165%
TFCP
873
Twin Focus Capital Partners
Massachusetts
$2.56M -$187K -1,676 -7%
NEGWA
874
New England Guild Wealth Advisors
Connecticut
$2.56M +$439K +3,932 +21%
CFS
875
CRA Financial Services
New Jersey
$2.55M -$39.7K -356 -2%
33 34
35
36 37