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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
951
Greenup Street Wealth Management
Michigan
$3.76M +$3.9M +32,661 New
EFS
952
Essex Financial Services
Connecticut
$3.76M -$58.5K -490 -1%
PWA
953
Provenance Wealth Advisors
Florida
$3.75M +$3.82M +32,000 +5,451%
GPA
954
Garrison Point Advisors
California
$3.74M +$410K +3,435 +12%
VWM
955
Verus Wealth Management
Wisconsin
$3.73M +$3.86M +32,330 New
TCG
956
Transcendent Capital Group
Oklahoma
$3.72M +$176K +1,472 +5%
WKSWA
957
White Knight Strategic Wealth Advisors
New Jersey
$3.71M +$1.87M +15,652 +94%
FWTB
958
First Western Trust Bank
Colorado
$3.71M +$597 +5 +0%
SPFA
959
Summit Place Financial Advisors
New Jersey
$3.7M -$88.3K -739 -2%
AWM
960
AAF Wealth Management
Massachusetts
$3.69M -$312K -2,609 -8%
AF
961
Affiance Financial
Minnesota
$3.69M -$2.87K -24 -0.1%
TFS
962
Thoroughbred Financial Services
Tennessee
$3.69M +$18.3K +153 +0.5%
BFO
963
Biltmore Family Office
North Carolina
$3.69M -$1.02M -8,553 -21%
PWA
964
Physician Wealth Advisors
Utah
$3.69M -$388K -3,249 -9%
TFF
965
The Family Firm
Maryland
$3.67M +$91.3K +764 +2%
MFG
966
Midwest Financial Group
Kansas
$3.67M +$74.7K +625 +2%
ANTB
967
AMG National Trust Bank
Colorado
$3.66M +$47.3K +396 +1%
SWP
968
Summit Wealth Partners
Florida
$3.66M -$96.4K -807 -2%
WB
969
WesBanco Bank
West Virginia
$3.66M -$1.58M -13,231 -29%
WDL
970
Well Done LLC
Michigan
$3.64M – – –
LOIP
971
Live Oak Investment Partners
Texas
$3.63M – – –
CTC
972
Corundum Trust Company
South Dakota
$3.63M -$215K -1,800 -5%
HWMT
973
Heritage Wealth Management (Texas)
Texas
$3.62M -$352K -2,944 -9%
SCM
974
Sebold Capital Management
Illinois
$3.62M -$48.6K -407 -1%
W
975
Wealthquest
Ohio
$3.61M -$37.4K -313 -1%
37 38
39
40 41