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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
Modera Wealth Management
New Jersey
$511K -$17.9K -233 -3%
KPCM
977
Kings Point Capital Management
New York
$508K +$320K +4,167 +172%
OAM
978
Oak Asset Management
California
$503K +$162K +2,115 +48%
VCA
979
Verdence Capital Advisors
Maryland
$501K +$99.2K +1,292 +25%
WPP
980
Whalerock Point Partners
Rhode Island
$500K +$3.23K +42 +0.7%
CHC
981
City Holding Co
West Virginia
$500K +$134K +1,751 +37%
BI
982
Bredin Investment
Delaware
$497K – – –
AF
983
Alerus Financial
North Dakota
$494K – – –
MG
984
McCutchen Group
Washington
$494K +$492K +6,406 New
SBIA
985
Sheaff Brock Investment Advisors
Indiana
$488K +$19.2K +250 +4%
CG
986
Cutler Group
California
$488K +$146K +1,900 +43%
RWP
987
RWA Wealth Partners
Massachusetts
$487K -$48.3K -629 -9%
DDC
988
DF Dent & Co
Maryland
$486K -$230K -3,000 -32%
MPM
989
Meritage Portfolio Management
Kansas
$485K +$4.92K +64 +1%
ZB
990
Zions Bancorporation
Utah
$483K +$481K +6,261 New
FPCP
991
Fort Point Capital Partners
California
$477K -$201K -2,620 -30%
CHA
992
Carmichael Hill & Associates
Maryland
$475K -$58K -755 -11%
SSWM
993
Smith Salley Wealth Management
North Carolina
$472K -$121K -1,577 -20%
AFP
994
Ausdal Financial Partners
Iowa
$471K -$27.3K -356 -6%
FA
995
Financial Advisors
Massachusetts
$467K -$3.99K -52 -0.9%
SQA
996
Simon Quick Advisors
New Jersey
$466K -$1.18M -15,403 -72%
RC
997
RegentAtlantic Capital
New Jersey
$466K +$29.8K +388 +7%
S
998
SignatureFD
Georgia
$464K -$172K -2,238 -27%
TRSOTSOK
999
Teachers Retirement System of the State of Kentucky
Kentucky
$463K – – –
SC
1000
Scholtz & Company
Connecticut
$463K +$76.6K +997 +20%
38 39
40
41 42