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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
951
Capital Advisors Ltd
Ohio
$1M -$7.08K -88 -0.7%
SWP
952
Summit Wealth Partners
Florida
$1M +$962K +11,962 New
WF
953
Welch & Forbes
Massachusetts
$999K +$536K +6,656 +127%
TTWM
954
TCV Trust & Wealth Management
Virginia
$995K +$5.07K +63 +0.5%
SFG
955
Sather Financial Group
Texas
$987K +$402K +5,000 +74%
MIC
956
Meridian Investment Counsel
California
$980K – – –
PPSG
957
Princeton Portfolio Strategies Group
New Jersey
$976K +$711K +8,836 +315%
CC
958
Cadinha & Co
Hawaii
$960K +$133K +1,653 +17%
P
959
&Partners
Tennessee
$958K +$201K +2,495 +28%
AMCA
960
Arthur M. Cohen & Associates
Illinois
$957K +$805 +10 +0.1%
DBT
961
Dubuque Bank & Trust
Iowa
$951K -$444K -5,520 -33%
JWS
962
Juncture Wealth Strategies
Arizona
$941K +$60.3K +749 +7%
GG
963
GenWealth Group
New Jersey
$940K +$2.65K +33 +0.3%
MFT
964
Moisand Fitzgerald Tamayo
Florida
$939K -$2.73K -34 -0.3%
TW
965
Transform Wealth
Colorado
$938K +$900K +11,190 New
LPWM
966
Lake Point Wealth Management
Texas
$937K +$899K +11,169 New
OBGC
967
O'Brien Greene & Co
Pennsylvania
$932K +$72.4K +900 +9%
CCMD
968
Cypress Capital Management (Delaware)
Delaware
$925K -$8.05K -100 -0.9%
W
969
WealthOne
New York
$925K +$888K +11,032 New
HVIA
970
Hudson Valley Investment Advisors
New York
$924K -$22.1K -275 -2%
EWM
971
Endurance Wealth Management
Rhode Island
$919K +$14.1K +175 +2%
PL
972
Plancorp LLC
Missouri
$918K +$42.6K +529 +5%
SAM
973
Silvercrest Asset Management
New York
$918K +$539K +6,702 +158%
SSW
974
Smith Shellnut Wilson
Mississippi
$916K +$6.2K +77 +0.7%
AWM
975
Argent Wealth Management
Massachusetts
$915K +$878K +10,916 New
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