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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
876
Cornell Pochily Investment Advisors
New York
$2.92M +$180K +1,583 +7%
KWM
877
Keebeck Wealth Management
Illinois
$2.92M +$4.67K +41 +0.2%
MWM
878
Maltin Wealth Management
New Jersey
$2.91M +$154K +1,355 +6%
MA
879
Mutual Advisors
Nebraska
$2.91M +$155K +1,357 +6%
EPWM
880
Essex Private Wealth Management
Massachusetts
$2.9M +$134K +1,176 +5%
CPC
881
Congress Park Capital
New York
$2.9M +$509K +4,462 +21%
WA
882
Winfield Associates
Ohio
$2.9M +$17.1K +150 +0.6%
RIM
883
Rockbridge Investment Management
New York
$2.9M +$173K +1,519 +6%
CWM
884
Capital Wealth Management
Rhode Island
$2.89M -$118K -1,038 -4%
BWAM
885
Boyd Watterson Asset Management
Ohio
$2.89M – – –
UWPG
886
Ullmann Wealth Partners Group
Florida
$2.88M +$7.52K +66 +0.3%
PAMG
887
Patton Albertson Miller Group
Tennessee
$2.87M +$1.87M +16,367 +187%
MWM
888
Mascoma Wealth Management
New Hampshire
$2.87M +$412K +3,612 +17%
SWM
889
Soundmark Wealth Management
Washington
$2.87M -$2.28M -20,031 -44%
PIA
890
Perennial Investment Advisors
California
$2.86M -$163K -1,431 -5%
RFN
891
RDA Financial Network
Iowa
$2.86M -$15.4K -135 -0.5%
BFO
892
Biltmore Family Office
North Carolina
$2.86M +$261K +2,289 +10%
CC
893
Cadinha & Co
Hawaii
$2.84M -$1.4M -12,260 -33%
WF
894
Williams Financial
Vermont
$2.84M +$204K +1,793 +8%
RFO
895
RiverGlades Family Offices
Florida
$2.83M +$50.6K +444 +2%
NEGWA
896
New England Guild Wealth Advisors
Connecticut
$2.82M +$74.1K +650 +3%
BMCM
897
Bryn Mawr Capital Management
Pennsylvania
$2.81M +$559K +4,902 +25%
BRWM
898
B. Riley Wealth Management
Tennessee
$2.8M -$677K -5,941 -20%
FFMBT
899
First Farmers & Merchants Bank Trust
Tennessee
$2.8M +$2.79M +24,490 New
PFA
900
Pathway Financial Advisors
Vermont
$2.8M +$3.01M +26,390 New
34 35
36
37 38