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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
976
Glen Eagle Advisors
New Jersey
$1.94M -$497 -5 -0%
FPCG
977
Forum Private Client Group
Indiana
$1.94M +$460K +4,625 +28%
MAWCM
978
Mine & Arao Wealth Creation & Management
California
$1.94M +$54.8K +551 +3%
WI
979
Wintrust Investments
Illinois
$1.94M -$4.27M -42,977 -67%
SPIO
980
Seven Post Investment Office
California
$1.93M +$2.08M +20,913 New
EL
981
EQ LLC
Washington
$1.92M -$8.89M -89,429 -81%
GH
982
GAM Holding
Switzerland
$1.91M – – –
ACM
983
AUA Capital Management
Pennsylvania
$1.91M – – –
IC
984
Inscription Capital
Texas
$1.9M – – –
CAWM
985
Capital Advisors Wealth Management
Washington
$1.9M -$3.1M -31,134 -60%
PPW
986
Pinnacle Private Wealth
Massachusetts
$1.9M -$91.5K -920 -4%
BFG
987
Barber Financial Group
Kansas
$1.89M -$1.29M -13,007 -39%
RWA
988
River Wealth Advisors
Pennsylvania
$1.87M +$9.05K +91 +0.5%
RFN
989
RDA Financial Network
Iowa
$1.87M -$190K -1,912 -9%
AWA
990
Amplius Wealth Advisors
Pennsylvania
$1.85M -$438K -4,402 -18%
H
991
HoyleCohen
California
$1.85M -$58.4K -587 -3%
BIM
992
Baldwin Investment Management
Pennsylvania
$1.85M -$33.3K -335 -2%
SB
993
Sunflower Bank
Texas
$1.85M -$947K -9,521 -32%
EFS
994
Econ Financial Services
Pennsylvania
$1.84M +$23.2K +233 +1%
MCA
995
Magnolia Capital Advisors
Mississippi
$1.83M -$12.9K -130 -0.7%
PWM
996
Palumbo Wealth Management
New York
$1.83M -$43.5K -437 -2%
RWA
997
Roberts Wealth Advisors
California
$1.82M -$49.7K -500 -3%
GSWM
998
Greenup Street Wealth Management
Michigan
$1.79M +$1.93M +19,412 New
PO
999
Private Ocean
California
$1.79M -$181K -1,823 -9%
HNWAG
1000
High Net Worth Advisory Group
Florida
$1.77M -$305K -3,063 -14%
38 39
40
41 42