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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
1026
Norway Savings Bank
Maine
$553K +$249K +3,471 +79%
CFFP
1027
Center for Financial Planning
Michigan
$551K -$114K -1,588 -17%
M
1028
MOTCO
Texas
$545K +$10.5K +146 +2%
NRI
1029
NFP Retirement Inc
California
$545K +$299K +4,178 +117%
HT
1030
Heritage Trust
Oklahoma
$542K -$3.01K -42 -0.5%
ZF
1031
Zhang Financial
Michigan
$542K +$28.8K +402 +5%
MOS
1032
MGO One Seven
Ohio
$538K -$47K -656 -8%
DIA
1033
Dana Investment Advisors
Wisconsin
$538K +$1K +14 +0.2%
CCG
1034
Cypress Capital Group
Florida
$536K -$1.07K -15 -0.2%
MMHP
1035
Murphy Middleton Hinkle & Parker
Georgia
$534K – – –
RWB
1036
RMR Wealth Builders
New Jersey
$534K +$494K +6,896 +980%
FCFC
1037
First Commonwealth Financial Corp
Pennsylvania
$533K -$78.3K -1,093 -13%
SCG
1038
Sonata Capital Group
Washington
$531K – – –
BWM
1039
Baystate Wealth Management
Massachusetts
$529K -$78.3K -1,093 -13%
TCM
1040
Tufton Capital Management
Maryland
$529K +$19.4K +270 +4%
CA
1041
Calton & Associates
Florida
$527K -$132K -1,840 -20%
PW
1042
Peninsula Wealth
California
$527K +$1.94K +27 +0.4%
CT
1043
Coastline Trust
Rhode Island
$519K -$2.15K -30 -0.4%
BFO
1044
Biltmore Family Office
North Carolina
$516K -$598K -8,343 -53%
WCWM
1045
Willow Creek Wealth Management
California
$516K +$526K +7,342 New
GCA
1046
Gradient Capital Advisors
California
$515K -$15.8K -221 -3%
PA
1047
Procyon Advisors
Connecticut
$515K -$11.6K -162 -2%
BJL
1048
Brighton Jones LLC
Washington
$509K -$4.23K -59 -0.8%
MLIC
1049
Mandatum Life Insurance Company
Finland
$509K – – –
SAM
1050
Strategy Asset Managers
California
$507K +$118K +1,644 +30%
40 41
42
43 44