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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1101
Ruggie Capital Group
Florida
$324K +$322K +4,164 New
JIC
1102
Joel Isaacson & Co
New York
$322K +$320K +4,134 New
AEPG
1103
American Economic Planning Group
New Jersey
$320K -$838K -10,824 -73%
CW
1104
CreativeOne Wealth
Kansas
$320K +$22.5K +291 +8%
SA
1105
Strategic Advisors
New York
$318K -$7.82K -101 -2%
FA
1106
Fortis Advisors
Pennsylvania
$316K – – –
ECG
1107
Edge Capital Group
Georgia
$315K -$95.9K -1,238 -23%
BS
1108
Boenning & Scattergood
Pennsylvania
$312K -$30.9K -399 -9%
EHC
1109
Everett Harris & Co
California
$311K – – –
FWSM
1110
First Wilshire Securities Management
California
$311K – – –
LCM
1111
Leisure Capital Management
California
$311K +$310K +4,000 New
ICM
1112
IMS Capital Management
Oregon
$309K -$8.83K -114 -3%
WC
1113
Woodstock Corp
Massachusetts
$308K – – –
BMCM
1114
Bryn Mawr Capital Management
Pennsylvania
$307K +$306K +3,950 New
SHWM
1115
Smith & Howard Wealth Management
Georgia
$307K +$306K +3,950 New
BO
1116
BRR OpCo
Ohio
$306K +$60.8K +785 +25%
VBFG
1117
Vishria Bird Financial Group
Tennessee
$302K – – –
SRC
1118
Shufro Rose & Co
New York
$302K +$23.2K +300 +8%
LIA
1119
LS Investment Advisors
Michigan
$301K – – –
AIM
1120
Axiom Investment Management
New York
$300K -$46.9K -605 -14%
B
1121
Brightworth
Georgia
$299K – – –
FBB
1122
Fulton Breakefield Broenniman
Maryland
$299K +$297K +3,841 New
NWM
1123
Northwest Wealth Management
Iowa
$297K -$51.2K -661 -15%
TFA
1124
Transamerica Financial Advisors
Florida
$295K -$6.48M -83,711 -96%
SSWM
1125
Sheets Smith Wealth Management
North Carolina
$295K +$15.5K +200 +6%
43 44
45
46 47