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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1001
Wealthcare Capital Management
Virginia
$218K +$78 +1 +0%
LAIC
1002
Lederer & Associates Investment Counsel
California
$218K +$12.1K +155 +6%
P
1003
Pitcairn
Pennsylvania
$212K – – –
SSWM
1004
Sheets Smith Wealth Management
North Carolina
$211K +$213K +2,739 New
AWM
1005
Aries Wealth Management
Maine
$210K – – –
IFS
1006
Ifrah Financial Services
Arkansas
$210K +$213K +2,733 New
SWP
1007
Strategic Wealth Partners
Ohio
$208K -$799K -10,265 -79%
UR
1008
USCA RIA
Texas
$208K -$18.1K -232 -8%
TCB
1009
Texas Capital Bancshares
Texas
$208K – – –
MCM
1010
Murphy Capital Management
New Jersey
$206K +$208K +2,675 New
PA
1011
Probity Advisors
Texas
$205K -$11.7K -150 -5%
FNBTCON
1012
First National Bank & Trust Co of Newtown
Pennsylvania
$205K – – –
SWM
1013
Segment Wealth Management
Texas
$204K +$206K +2,645 New
BRC
1014
Bell Rock Capital
Delaware
$203K -$4.75K -61 -2%
AWS
1015
AJ Wealth Strategies
New York
$203K – – –
NEPWA
1016
New England Private Wealth Advisors
Massachusetts
$203K +$311 +4 +0.2%
BTW
1017
Boston Trust Walden
Massachusetts
$202K – – –
SCM
1018
Stordahl Capital Management
Colorado
$201K – – –
WCWM
1019
Wooster Corthell Wealth Management
Connecticut
$200K – – –
CWM
1020
Concentric Wealth Management
California
$200K +$202K +2,600 New
HCA
1021
Horan Capital Advisors
Ohio
$196K – – –
SFPIA
1022
Stevens First Principles Investment Advisors
California
$195K +$2.72K +35 +1%
AIA
1023
Armor Investment Advisors
North Carolina
$185K +$62.3K +800 +50%
ACS
1024
Archford Capital Strategies
Illinois
$180K +$182K +2,340 New
BAM
1025
Barrett Asset Management
New York
$177K +$52.5K +675 +42%
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