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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1051
Welch & Forbes
Massachusetts
$408K – – –
WMA
1052
Wealth Management Associates
New Jersey
$407K +$28K +362 +7%
PC
1053
Port Capital
Illinois
$406K -$852K -10,998 -68%
PA
1054
Probity Advisors
Texas
$405K -$12.2K -157 -3%
NWP
1055
Northstar Wealth Partners
Connecticut
$399K +$10.7K +138 +3%
CWM
1056
Chesapeake Wealth Management
Virginia
$398K – – –
MCIA
1057
Mountain Capital Investment Advisors
Colorado
$398K +$36.1K +466 +10%
GC
1058
Garde Capital
Washington
$397K +$25.9K +335 +7%
MC
1059
Martin & Co
Tennessee
$394K -$774 -10 -0.2%
GC
1060
Gibson Capital
Pennsylvania
$391K +$1.32K +17 +0.3%
BWP
1061
BSW Wealth Partners
Colorado
$390K -$13.5K -174 -3%
SC
1062
Scholtz & Company
Connecticut
$389K – – –
WPC
1063
White Pine Capital
Minnesota
$386K +$3.1K +40 +0.8%
MWA
1064
Meridian Wealth Advisors
Texas
$385K – – –
GI
1065
GS Investments
Minnesota
$382K +$15.4K +199 +4%
SBIA
1066
Sheaff Brock Investment Advisors
Indiana
$380K -$112K -1,448 -23%
DHFB
1067
Dixon Hubard Feinour & Brown
Virginia
$380K – – –
WCM
1068
WealthBridge Capital Management
Ohio
$376K +$20K +258 +6%
TCB
1069
Texas Capital Bancshares
Texas
$373K -$20.7K -267 -5%
MIM
1070
Macroview Investment Management
Maryland
$373K -$8.9K -115 -2%
AWM
1071
Alterna Wealth Management
Texas
$372K -$55.7K -719 -13%
SNB
1072
Security National Bank
Nebraska
$369K – – –
GP
1073
Girard Partners
Pennsylvania
$366K -$47K -607 -11%
MCM
1074
Mitchell Capital Management
Kansas
$366K -$4.57K -59 -1%
BI
1075
Ballast Inc
Kentucky
$364K -$9.45K -122 -3%
41 42
43
44 45