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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
901
Quest Capital Management
Texas
$1.65M +$82 +1 +0%
LGWM
902
Litman Gregory Wealth Management
California
$1.64M – – –
BJ
903
Brouwer & Janachowski
California
$1.64M -$575 -7 -0%
ANTB
904
AMG National Trust Bank
Colorado
$1.63M +$44.7K +544 +3%
MAWCM
905
Mine & Arao Wealth Creation & Management
California
$1.63M -$13.7K -167 -0.9%
PB
906
Pinnacle Bancorp
Nebraska
$1.62M +$82 +1 +0%
GC
907
GFG Capital
Florida
$1.62M +$30.5K +371 +2%
GSEP
908
Golden State Equity Partners
California
$1.61M +$1.44M +17,513 New
LPIC
909
LeJeune Puetz Investment Counsel
Michigan
$1.6M +$82 +1 +0%
KBFS
910
Kohmann Bosshard Financial Services
Ohio
$1.59M -$204K -2,480 -13%
PPSG
911
Princeton Portfolio Strategies Group
New Jersey
$1.59M -$43.3K -527 -3%
WMP
912
Wealth Management Partners
Arizona
$1.58M +$1.28M +15,620 New
BHBT
913
Burke & Herbert Bank & Trust
Virginia
$1.58M +$11.6K +141 +0.8%
CAL
914
Capital Analysts LLC
Pennsylvania
$1.58M -$216K -2,633 -13%
PIM
915
Penobscot Investment Management
Massachusetts
$1.55M -$8.22K -100 -0.6%
BCA
916
Biltmore Capital Advisors
New Jersey
$1.55M +$1.07M +12,994 +336%
RCIM
917
Red Cedar Investment Management
Michigan
$1.55M +$1.38M +16,843 New
GVAG
918
Great Valley Advisor Group
Delaware
$1.55M -$344K -4,188 -20%
CA
919
Cambridge Advisors
Nebraska
$1.54M – – –
VCM
920
Virtue Capital Management
Tennessee
$1.54M +$1.37M +16,726 New
WQ
921
Wealth Quarterback
New Jersey
$1.52M -$157K -1,910 -10%
UWM
922
Urban Wealth Management
California
$1.52M +$1.36M +16,499 New
SC
923
Steph & Co
Wisconsin
$1.51M +$35.2K +428 +3%
T
924
TRUADVICE
Florida
$1.51M +$78.2K +952 +7%
CRCM
925
Corbett Road Capital Management
Virginia
$1.51M -$97.4K -1,186 -7%
35 36
37
38 39