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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
976
Peak Asset Management
Colorado
$463K -$68.3K -884 -12%
TCM
977
Tufton Capital Management
Maryland
$463K – – –
SRC
978
Shufro Rose & Co
New York
$462K – – –
MC
979
Moors & Cabot
Massachusetts
$453K -$21.4K -277 -4%
AFP
980
Ausdal Financial Partners
Iowa
$448K -$525K -6,796 -51%
BI
981
Bredin Investment
Delaware
$446K – – –
WPP
982
Whalerock Point Partners
Rhode Island
$446K +$44.8K +580 +10%
AF
983
Alerus Financial
North Dakota
$444K – – –
OFG
984
Oxford Financial Group
Indiana
$444K – – –
BWP
985
BSW Wealth Partners
Colorado
$443K +$493K +6,384 New
ST
986
Sageworth Trust
Pennsylvania
$440K – – –
BWCS
987
Beirne Wealth Consulting Services
Connecticut
$440K +$491K +6,354 New
OCM
988
Oakwood Capital Management
California
$439K +$490K +6,339 New
CFSG
989
Community Financial Services Group
Vermont
$438K +$8.12K +105 +2%
NGA
990
Naples Global Advisors
Florida
$432K -$120K -1,550 -21%
MPM
991
Meritage Portfolio Management
Kansas
$431K – – –
SHA
992
Seneca House Advisors
Virginia
$428K +$39.8K +515 +9%
CCP
993
Corient Capital Partners
California
$426K – – –
BIA
994
Biondo Investment Advisors
Pennsylvania
$424K +$11.6K +150 +3%
FA
995
Financial Advisors
Massachusetts
$423K +$471K +6,100 New
SBIA
996
Sheaff Brock Investment Advisors
Indiana
$421K +$31.3K +405 +7%
HCM
997
Howland Capital Management
Massachusetts
$420K -$3.86K -50 -0.8%
SFSIG
998
San Francisco Sentry Investment Group
California
$420K +$11.1K +143 +2%
TRSOTSOK
999
Teachers Retirement System of the State of Kentucky
Kentucky
$416K +$116K +1,503 +33%
ONST
1000
Old North State Trust
North Carolina
$416K +$238K +3,077 +105%
38 39
40
41 42