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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
1001
Planning Directions
Pennsylvania
$618K +$572K +9,055 New
OC
1002
Oakworth Capital
Alabama
$617K +$2.4K +38 +0.4%
PCS
1003
Personal CFO Solutions
New Jersey
$612K -$173K -2,740 -23%
HCIA
1004
Hochman Cole Investment Advisors
Illinois
$612K +$51K +808 +10%
TW
1005
TrinityPoint Wealth
Connecticut
$609K -$276K -4,377 -33%
FCT
1006
Family Capital Trust
Massachusetts
$607K -$1.56M -24,692 -74%
PAMG
1007
Patton Albertson Miller Group
Tennessee
$604K -$83K -1,315 -13%
SHWM
1008
Silicon Hills Wealth Management
Texas
$602K -$4.8K -76 -0.9%
CB
1009
Cadence Bank
Mississippi
$601K +$556K +8,801 New
QCIG
1010
Quad-Cities Investment Group
Iowa
$599K +$69.8K +1,105 +14%
GKWIM
1011
Gerber Kawasaki Wealth & Investment Management
California
$597K -$535K -8,467 -49%
TP
1012
Tranquility Partners
Tennessee
$596K -$340K -5,378 -38%
BCM
1013
BTC Capital Management
Iowa
$593K -$325K -5,155 -37%
FCFC
1014
First Commonwealth Financial Corp
Pennsylvania
$593K +$20.5K +325 +4%
VWM
1015
Vigilare Wealth Management
Arizona
$593K +$261K +4,138 +91%
ACP
1016
Aviance Capital Partners
Florida
$591K – – –
HFS
1017
Haverford Financial Services
Pennsylvania
$591K – – –
WTB
1018
Washington Trust Bank
Washington
$591K +$20.5K +325 +4%
BWM
1019
Baystate Wealth Management
Massachusetts
$589K +$89K +1,409 +20%
WB
1020
WesBanco Bank
West Virginia
$587K +$10.1K +160 +2%
TA
1021
Trellis Advisors
Washington
$584K – – –
MW
1022
Marcum Wealth
Ohio
$584K +$215K +3,399 +66%
BCM
1023
Brookmont Capital Management
Texas
$583K -$31.7K -502 -6%
HWA
1024
Heartwood Wealth Advisors
Virginia
$581K +$12.7M +200,654 New
SS
1025
Sunbelt Securities
Texas
$579K -$375K -5,932 -41%
39 40
41
42 43