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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
976
Sweet Financial Partners
Minnesota
$2.19M +$778K +8,110 +54%
CT
977
Coastline Trust
Rhode Island
$2.19M -$6.2M -64,625 -74%
CCM
978
Colorado Capital Management
Colorado
$2.18M -$14.3K -149 -0.6%
AL
979
Aspiriant LLC
California
$2.17M -$53.3K -556 -2%
AMM
980
American Money Management
California
$2.17M +$101K +1,049 +5%
RF
981
Resolute Financial
Massachusetts
$2.16M -$112K -1,172 -5%
KAH
982
Kathryn A. Hall
$2.15M – – –
DWA
983
Dougherty Wealth Advisers
Minnesota
$2.15M – – –
SWM
984
Soundmark Wealth Management
Washington
$2.14M -$33.4K -348 -2%
AWMNH
985
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.14M +$2.17M +22,616 New
SPI
986
Santori & Peters Inc
Pennsylvania
$2.13M -$2.11K -22 -0.1%
AM
987
AGF Management
Ontario, Canada
$2.13M +$2.16M +22,511 New
KNFPWM
988
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.12M +$2.15M +22,432 New
AWA
989
Amplius Wealth Advisors
Pennsylvania
$2.12M -$17.6M -183,241 -89%
I
990
INVST
Indiana
$2.12M -$25.4M -264,406 -93%
AR
991
Apeiron RIA
Texas
$2.12M -$179K -1,869 -8%
MBTD
992
Mechanics Bank - Trust Department
California
$2.1M -$42.7K -445 -2%
CAM
993
Campion Asset Management
Virginia
$2.1M -$186K -1,940 -8%
EI
994
Ellevest Inc
New York
$2.1M -$16.8K -175 -0.8%
CD
995
Chapin Davis
Maryland
$2.08M +$2.11M +22,009 New
BWA
996
BlueSky Wealth Advisors
North Carolina
$2.08M -$140K -1,455 -6%
TP
997
Tranquility Partners
Tennessee
$2.07M +$49.2K +513 +2%
MCI
998
MRP Capital Investments
Georgia
$2.06M +$2.29M +23,843 New
NEAM
999
New England Asset Management
Connecticut
$2.06M – – –
RFO
1000
RiverGlades Family Offices
Florida
$2.06M +$2.09M +21,781 New
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40
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