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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1001
Moisand Fitzgerald Tamayo
Florida
$610K -$33.5K -468 -5%
KLCM
1002
KG&L Capital Management
Louisiana
$605K +$24.7K +345 +4%
TA
1003
Trellis Advisors
Washington
$601K – – –
BCM
1004
Brookmont Capital Management
Texas
$599K -$1K -14 -0.2%
BFA
1005
Beacon Financial Advisory
Ohio
$599K +$108K +1,502 +21%
AA
1006
Advisory Alpha
Michigan
$597K -$288K -4,016 -33%
CI
1007
Cigna Investments
Connecticut
$596K – – –
CA
1008
Continuum Advisory
Idaho
$589K -$100K -1,397 -14%
ACP
1009
Aviance Capital Partners
Florida
$586K -$22.4K -313 -4%
BCM
1010
BTC Capital Management
Iowa
$584K -$25.2K -352 -4%
WF
1011
Welch & Forbes
Massachusetts
$582K -$4.66K -65 -0.8%
WJWM
1012
Williams Jones Wealth Management
New York
$580K -$389K -5,430 -40%
WA
1013
Wealth Advisors
California
$578K -$11.7K -163 -2%
WGCA
1014
Wolf Group Capital Advisors
Virginia
$576K -$5.59K -78 -0.9%
DACG
1015
Donor Advised Charitable Giving
California
$569K +$248K +3,460 +75%
JIP
1016
Jaffetilchin Investment Partners
Florida
$568K +$13.7K +191 +2%
PAMG
1017
Patton Albertson Miller Group
Tennessee
$566K -$56.3K -786 -9%
CAG
1018
Csenge Advisory Group
Florida
$565K -$48.3K -674 -8%
MCM
1019
McRae Capital Management
New Jersey
$565K -$24.8K -346 -4%
WTB
1020
Washington Trust Bank
Washington
$564K -$44.7K -624 -7%
PD
1021
Planning Directions
Pennsylvania
$563K -$74.3K -1,037 -11%
PFA
1022
Pinnacle Family Advisors
Missouri
$563K -$1.5K -21 -0.3%
JIC
1023
Joel Isaacson & Co
New York
$563K +$19.9K +277 +4%
WLIM
1024
White Lighthouse Investment Management
Massachusetts
$562K +$13.6K +190 +2%
PAM
1025
Private Asset Management
California
$556K +$175K +2,440 +45%
39 40
41
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