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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
901
Congress Park Capital
New York
$3.7M +$979K +8,664 +38%
PCM
902
Penserra Capital Management
California
$3.68M +$3.56M +31,484 New
ANTB
903
AMG National Trust Bank
Colorado
$3.68M -$293K -2,593 -8%
SWA
904
SOA Wealth Advisors
New York
$3.67M -$14.2K -126 -0.4%
DT
905
Diversified Trust
Tennessee
$3.67M +$164K +1,449 +5%
CT
906
Colonial Trust
South Carolina
$3.67M +$1.6M +14,145 +82%
LOIP
907
Live Oak Investment Partners
Texas
$3.66M – – –
W
908
Wealthquest
Ohio
$3.65M -$751K -6,647 -17%
PIMG
909
Patriot Investment Management Group
Tennessee
$3.65M +$14K +124 +0.4%
MFG
910
Midwest Financial Group
Kansas
$3.65M +$86.9K +769 +3%
WDL
911
Well Done LLC
Michigan
$3.64M +$45.4K +402 +1%
TFF
912
The Family Firm
Maryland
$3.63M +$14.7K +130 +0.4%
CHJWM
913
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.63M +$22.3K +197 +0.6%
SKK
914
Shepherd Kaplan Krochuk
Massachusetts
$3.61M -$141K -1,245 -4%
TCG
915
Transcendent Capital Group
Oklahoma
$3.61M +$351K +3,104 +11%
MWM
916
Modern Wealth Management
Kansas
$3.6M +$22.3K +197 +0.6%
RW
917
RVW Wealth
California
$3.6M -$39.5K -350 -1%
TW
918
TrinityPoint Wealth
Connecticut
$3.59M +$257K +2,279 +8%
EA
919
Emerald Advisors
Washington
$3.59M +$126K +1,113 +4%
CF
920
Convergence Financial
Missouri
$3.58M +$1.11M +9,805 +47%
MPW
921
Melone Private Wealth
Michigan
$3.57M +$145K +1,280 +4%
VF
922
Vawter Financial
Ohio
$3.57M -$130K -1,150 -4%
NCM
923
Next Capital Management
New York
$3.56M -$1.02K -9 -0%
KWM
924
KFG Wealth Management
Indiana
$3.56M +$3.1M +27,437 +919%
AMG
925
Asset Management Group
Connecticut
$3.55M +$13.4K +119 +0.4%
35 36
37
38 39