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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMK
1101
Paragon Capital Management (Kansas)
Kansas
$324K -$17.4K -225 -5%
RCG
1102
Ruggie Capital Group
Florida
$324K +$322K +4,164 New
JIC
1103
Joel Isaacson & Co
New York
$322K +$320K +4,134 New
AEPG
1104
American Economic Planning Group
New Jersey
$320K -$838K -10,824 -73%
CW
1105
CreativeOne Wealth
Kansas
$320K +$22.5K +291 +8%
SA
1106
Strategic Advisors
New York
$318K -$7.82K -101 -2%
FA
1107
Fortis Advisors
Pennsylvania
$316K – – –
ECG
1108
Edge Capital Group
Georgia
$315K -$95.9K -1,238 -23%
BS
1109
Boenning & Scattergood
Pennsylvania
$312K -$30.9K -399 -9%
EHC
1110
Everett Harris & Co
California
$311K – – –
FWSM
1111
First Wilshire Securities Management
California
$311K – – –
LCM
1112
Leisure Capital Management
California
$311K +$310K +4,000 New
ICM
1113
IMS Capital Management
Oregon
$309K -$8.83K -114 -3%
WC
1114
Woodstock Corp
Massachusetts
$308K – – –
BMCM
1115
Bryn Mawr Capital Management
Pennsylvania
$307K +$306K +3,950 New
SHWM
1116
Smith & Howard Wealth Management
Georgia
$307K +$306K +3,950 New
BO
1117
BRR OpCo
Ohio
$306K +$60.8K +785 +25%
VBFG
1118
Vishria Bird Financial Group
Tennessee
$302K – – –
SRC
1119
Shufro Rose & Co
New York
$302K +$23.2K +300 +8%
LIA
1120
LS Investment Advisors
Michigan
$301K – – –
AIM
1121
Axiom Investment Management
New York
$300K -$46.9K -605 -14%
B
1122
Brightworth
Georgia
$299K – – –
FBB
1123
Fulton Breakefield Broenniman
Maryland
$299K +$297K +3,841 New
NWM
1124
Northwest Wealth Management
Iowa
$297K -$51.2K -661 -15%
TFA
1125
Transamerica Financial Advisors
Florida
$295K -$6.48M -83,711 -96%
43 44
45
46 47