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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
926
Canvas Wealth Advisors
Kansas
$2.02M +$341K +3,101 +20%
ODCM
927
Old Dominion Capital Management
Virginia
$2.02M – – –
PA
928
Probity Advisors
Texas
$2.02M +$53.5K +486 +3%
AIP
929
Almanack Investment Partners
Pennsylvania
$2.01M +$1.07M +9,693 +111%
DLHL
930
Donald L. Hagan LLC
Florida
$2.01M +$13.3K +121 +0.7%
SWP
931
Summit Wealth Partners
Florida
$2.01M -$15.3K -139 -0.7%
BHBT
932
Burke & Herbert Bank & Trust
Virginia
$2.01M +$26.9K +244 +1%
DFA
933
Delta Financial Advisors
Louisiana
$2M – – –
SFM
934
Signet Financial Management
New Jersey
$2M +$2.01M +18,287 New
GPWA
935
Great Point Wealth Advisors
Massachusetts
$2M +$110 +1 +0%
H
936
HoyleCohen
California
$1.99M -$25.9K -235 -1%
SSWM
937
Sheets Smith Wealth Management
North Carolina
$1.99M -$25.3K -230 -1%
CFG
938
Cooper Financial Group
California
$1.98M +$185K +1,681 +10%
KC
939
Kingfisher Capital
North Carolina
$1.96M -$90.1K -818 -4%
PIM
940
Penobscot Investment Management
Massachusetts
$1.95M -$44K -400 -2%
LNWWM
941
Laird Norton Wetherby Wealth Management
California
$1.95M -$13K -118 -0.7%
BAS
942
Brown Advisory Securities
Maryland
$1.93M +$36.9K +335 +2%
WQ
943
Wealth Quarterback
New Jersey
$1.92M -$1.1K -10 -0.1%
BJ
944
Brouwer & Janachowski
California
$1.92M -$7.93K -72 -0.4%
ICM
945
Islay Capital Management
Texas
$1.91M -$158K -1,434 -8%
LDFR
946
Lehman & Derafelo Financial Resources
Pennsylvania
$1.91M -$110K -1,000 -5%
PWPS
947
Pinnacle Wealth Planning Services
Ohio
$1.91M +$54.8K +498 +3%
TIA
948
Tiemann Investment Advisors
California
$1.89M -$176K -1,599 -8%
TA
949
Townsend & Associates
Colorado
$1.89M +$460K +4,179 +32%
KBFS
950
Kohmann Bosshard Financial Services
Ohio
$1.89M – – –
36 37
38
39 40