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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
OBGC
876
O'Brien Greene & Co
Pennsylvania
$2.8M -$5.89M -61,359 -67%
CWA
877
Canvas Wealth Advisors
Kansas
$2.79M +$1.82K +19 +0.1%
SCA
878
Southern Capital Advisors
Tennessee
$2.79M -$5.1M -53,141 -64%
LOIP
879
Live Oak Investment Partners
Texas
$2.79M – – –
CSWG
880
Cardinal Strategic Wealth Guidance
Kentucky
$2.78M -$718K -7,489 -20%
UWPG
881
Ullmann Wealth Partners Group
Florida
$2.77M +$26.2K +273 +0.9%
SI
882
Stephens Inc
Arkansas
$2.76M -$2.09M -21,837 -43%
WMP
883
Wealth Management Partners
Arizona
$2.76M – – –
WWM
884
Wiser Wealth Management
Georgia
$2.74M +$640K +6,672 +30%
UF
885
Univest Financial
Pennsylvania
$2.74M -$258K -2,694 -9%
KHC
886
Koesten Hirschmann & Crabtree
Kansas
$2.74M +$2.78M +28,937 New
LWMNY
887
Landmark Wealth Management (New York)
New York
$2.71M -$64.6K -674 -2%
SAA
888
Southeast Asset Advisors
Georgia
$2.69M -$33.2K -346 -1%
OCM
889
Orion Capital Management
California
$2.68M -$26.2K -273 -1%
KFGK
890
Keystone Financial Group (Kentucky)
Kentucky
$2.67M +$34.6K +361 +1%
BPWM
891
Badgley Phelps Wealth Managers
Washington
$2.66M -$99.5K -1,037 -4%
VCM
892
Viewpoint Capital Management
Washington
$2.66M -$48K -500 -2%
CST
893
Charles Schwab Trust
Nevada
$2.65M -$71.5K -745 -3%
CTFG
894
Capstone Triton Financial Group
Oklahoma
$2.64M +$2.68M +27,946 New
BIA
895
Bigelow Investment Advisors
Maine
$2.64M +$561K +5,845 +26%
BFA
896
Bluestem Financial Advisors
Illinois
$2.64M +$21.4K +223 +0.8%
EWM
897
Evercore Wealth Management
New York
$2.64M +$103K +1,069 +4%
AWMG
898
Alliance Wealth Management Group
New Jersey
$2.63M +$58.2K +607 +2%
IAIM
899
International Assets Investment Management
Florida
$2.63M +$440K +4,590 +20%
WS
900
Wedbush Securities
California
$2.62M +$340K +3,540 +15%
34 35
36
37 38