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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LFPWM
1001
Leicht Financial Planning & Wealth Management
New Jersey
$412K -$436K -5,635 -49%
IIA
1002
IPG Investment Advisors
California
$411K +$120K +1,553 +35%
DSC
1003
Duncker Streett & Co
Missouri
$405K -$66.7K -863 -13%
OC
1004
Oarsman Capital
Wisconsin
$402K -$7.81K -101 -2%
HIS
1005
Horizon Investment Services
Indiana
$401K -$52.2K -676 -10%
NWP
1006
Northstar Wealth Partners
Connecticut
$400K +$213K +2,750 +91%
LCM
1007
Logan Capital Management
Pennsylvania
$399K +$14.3K +185 +3%
TC
1008
TownSquare Capital
Utah
$399K +$397K +5,136 New
CMP
1009
Courage Miller Partners
Virginia
$398K +$66.2K +857 +18%
CGL
1010
Clarius Group LLC
Washington
$397K -$1.06M -13,652 -70%
BBA
1011
Braun-Bostich & Associates
Pennsylvania
$397K -$15.7K -203 -3%
EA
1012
Evanston Advisors
Illinois
$397K +$443K +5,728 New
PIA
1013
Piedmont Investment Advisors
North Carolina
$396K -$3.24M -41,965 -88%
PCA
1014
Peddock Capital Advisors
Massachusetts
$394K +$1.08K +14 +0.2%
HR
1015
Hayden Royal
North Carolina
$394K +$439K +5,678 New
RC
1016
RegentAtlantic Capital
New Jersey
$392K +$37.3K +482 +9%
PA
1017
Probity Advisors
Texas
$391K +$236K +3,048 +118%
FG
1018
Fiduciary Group
Georgia
$389K +$148K +1,912 +52%
BFC
1019
Bedel Financial Consulting
Indiana
$381K +$4.71K +61 +1%
CCM
1020
Coe Capital Management
Illinois
$380K – – –
PCMK
1021
Paragon Capital Management (Kansas)
Kansas
$378K -$1.05M -13,605 -71%
GCM
1022
Gibraltar Capital Management
Oklahoma
$377K +$420K +5,435 New
EWM
1023
Empirical Wealth Management
Washington
$376K -$65.9K -853 -14%
MCM
1024
Maryland Capital Management
Maryland
$376K – – –
CFA
1025
Clarfeld Financial Advisors
New York
$376K +$419K +5,425 New
39 40
41
42 43