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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1101
TD Capital Management
Tennessee
$24K +$78 +1 +0.3%
RBC
1102
Roble Belko & Company
Pennsylvania
$22K – – –
LGWM
1103
Litman Gregory Wealth Management
California
$22K +$21.9K +282 New
NR
1104
Newfound Research
Massachusetts
$21K -$701 -9 -3%
BWM
1105
Baystate Wealth Management
Massachusetts
$21K +$12.5K +160 +144%
PFSC
1106
Peoples Financial Services Corp
Pennsylvania
$19K – – –
WC
1107
Whitnell & Co
Illinois
$18K – – –
TFA
1108
Toth Financial Advisory
Virginia
$18K +$78 +1 +0.4%
FCFS
1109
First Command Financial Services
Texas
$18K +$18.1K +233 New
FCB
1110
First Command Bank
Texas
$17.8K +$18K +231 New
BC
1111
Barnett & Company
Tennessee
$17K -$1.95K -25 -10%
OSNBOA
1112
Old Second National Bank of Aurora
Illinois
$17K – – –
LWA
1113
Lowe Wealth Advisors
Maryland
$17K +$1.48K +19 +9%
FCMT
1114
Founders Capital Management (Texas)
Texas
$15K – – –
MPPLM
1115
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15K +$6.07K +78 +66%
SAM
1116
Shamrock Asset Management
Texas
$14K -$49.8K -640 -79%
TI
1117
Truepoint Inc
Ohio
$13.8K -$807K -10,373 -91%
AIM
1118
Arcadia Investment Management
Michigan
$13K +$13.2K +170 New
FCT
1119
Family Capital Trust
Massachusetts
$12K -$1.56K -20 -11%
FNB
1120
Farmers National Bank
Kentucky
$12K – – –
TFS
1121
TrustCore Financial Services
Tennessee
$11K -$9.34K -120 -45%
BWP
1122
Baldwin Wealth Partners
Massachusetts
$11K – – –
CFA
1123
Camarda Financial Advisors
Florida
$11K +$1.95K +25 +22%
YWP
1124
YorkBridge Wealth Partners
New York
$8K -$24.8K -319 -77%
VCM
1125
Vigilant Capital Management
Maine
$8K -$6.85K -88 -47%
43 44
45
46 47