We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
876
Donaldson Capital Management
Indiana
$778K -$269K -3,462 -26%
AFM
877
Andesa Financial Management
Pennsylvania
$774K -$30.3K -390 -4%
PWM
878
Paulson Wealth Management
Illinois
$771K +$6.91K +89 +0.9%
BWP
879
Bernardo Wealth Planning
Pennsylvania
$770K -$79K -1,017 -9%
EWA
880
Exencial Wealth Advisors
Oklahoma
$766K -$5.59K -72 -0.7%
OBGC
881
O'Brien Greene & Co
Pennsylvania
$766K +$17.9K +230 +2%
PD
882
Planning Directions
Pennsylvania
$766K +$73.9K +952 +11%
OMC
883
Overbrook Management Corp
New York
$765K – – –
DE
884
Day & Ennis
Georgia
$752K -$498K -6,412 -40%
GFP
885
Gryphon Financial Partners
Ohio
$747K -$854 -11 -0.1%
BAAM
886
Baker Avenue Asset Management
California
$746K -$47.8K -616 -6%
UTC
887
Unified Trust Company
Kentucky
$746K – – –
ODIJL
888
One Day In July LLC
Vermont
$746K +$10.1K +130 +1%
PWP
889
Principle Wealth Partners
Connecticut
$745K -$5.98K -77 -0.8%
GTAM
890
Global Trust Asset Management
Florida
$738K +$113K +1,455 +18%
KPAG
891
KLS Professional Advisors Group
New York
$735K – – –
DACG
892
Donor Advised Charitable Giving
California
$734K -$26K -335 -3%
WSTAM
893
Wilbanks Smith & Thomas Asset Management
Virginia
$730K -$75.7K -975 -9%
PP
894
Palladium Partners
Virginia
$728K -$3.88K -50 -0.5%
JFG
895
JMG Financial Group
Illinois
$728K – – –
SNT
896
Security National Trust
West Virginia
$724K -$5.05K -65 -0.7%
HCMT
897
Highland Capital Management (Tennessee)
Tennessee
$724K – – –
NSIM
898
North Star Investment Management
Illinois
$724K +$155 +2 +0%
CC
899
Cadinha & Co
Hawaii
$723K +$302K +3,891 +73%
OC
900
Oakworth Capital
Alabama
$721K +$26.6K +342 +4%
34 35
36
37 38