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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1051
Clearwater Capital Advisors
Illinois
$718K -$112K -1,397 -14%
TA
1052
Trellis Advisors
Washington
$717K – – –
WPC
1053
Waters Parkerson & Co
Louisiana
$713K +$95.4K +1,186 +16%
HCIA
1054
Hochman Cole Investment Advisors
Illinois
$710K -$5.63K -70 -0.8%
S
1055
SignatureFD
Georgia
$706K -$24.8K -308 -4%
ACI
1056
Alpha Cubed Investments
California
$704K -$18.1K -225 -3%
CAN
1057
Claraphi Advisory Network
United States
$698K +$15.8K +197 +2%
VCA
1058
Verdence Capital Advisors
Maryland
$697K +$89.7K +1,115 +16%
EF
1059
Empirical Finance
Pennsylvania
$696K – – –
OAM
1060
Oak Asset Management
California
$695K +$805 +10 +0.1%
BFM
1061
Broadview Financial Management
Wisconsin
$694K +$2.73K +34 +0.4%
ZF
1062
Zhang Financial
Michigan
$686K – – –
ZIM
1063
Zacks Investment Management
Illinois
$685K -$88.8K -1,104 -12%
ICM
1064
Islay Capital Management
Texas
$683K +$656K +8,151 New
KLCM
1065
KG&L Capital Management
Louisiana
$678K -$10.8K -134 -2%
IC
1066
Intersect Capital
California
$675K – – –
EAM
1067
Evanson Asset Management
California
$675K +$1.21K +15 +0.2%
PMFA
1068
Plante Moran Financial Advisors
Michigan
$670K -$593K -7,373 -48%
DBRC
1069
D.B. Root & Company
Pennsylvania
$668K -$10.2K -127 -2%
TI
1070
Trexquant Investment
Connecticut
$668K +$641K +7,972 New
PG
1071
Patten Group
Tennessee
$665K -$141K -1,755 -18%
BPC
1072
Banque Pictet & Cie
Switzerland
$662K – – –
BIA
1073
Biondo Investment Advisors
Pennsylvania
$660K +$1.37K +17 +0.2%
PAM
1074
Peak Asset Management
Colorado
$656K +$6.03K +75 +1%
AIS
1075
American Investment Services
Massachusetts
$651K +$156K +1,944 +33%
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43
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