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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1126
Sheets Smith Wealth Management
North Carolina
$295K +$15.5K +200 +6%
NEIRG
1127
New England Investment & Retirement Group
Massachusetts
$294K -$51.6K -666 -15%
DWM
1128
Dakota Wealth Management
Florida
$294K +$293K +3,778 New
AFA
1129
American Financial Advisors
Georgia
$292K -$1.32K -17 -0.5%
CST
1130
Charles Schwab Trust
Nevada
$292K +$297K +3,832 New
AF
1131
Allworth Financial
California
$290K +$542 +7 +0.2%
BP
1132
BBR Partners
New York
$289K +$287K +3,711 New
HA
1133
Harborview Advisors
Maine
$284K – – –
CAW
1134
Cornerstone Advisors (Washington)
Washington
$284K +$271K +3,495 +2,361%
BWP
1135
Baldwin Wealth Partners
Massachusetts
$282K -$27.5K -355 -9%
AIM
1136
Allen Investment Management
New York
$281K – – –
SKK
1137
Shepherd Kaplan Krochuk
Massachusetts
$281K – – –
AWE
1138
Avidian Wealth Enterprises
Texas
$280K +$278K +3,594 New
CCM
1139
Coe Capital Management
Illinois
$279K -$49.6K -640 -15%
WC
1140
Wexford Capital
Florida
$278K +$276K +3,569 New
WA1
1141
Wimmer Associates 1
California
$277K – – –
KCM
1142
Karp Capital Management
California
$276K – – –
IWA
1143
Intercontinental Wealth Advisors
Texas
$276K +$42K +542 +18%
BFG
1144
Barber Financial Group
Kansas
$275K -$58.2K -751 -18%
CIM
1145
Confluence Investment Management
Missouri
$274K – – –
IP
1146
Investment Partners
Ohio
$274K +$77 +1 +0%
CBT
1147
Capital Bank & Trust
California
$273K +$92.9K +1,200 +52%
EFS
1148
Essex Financial Services
Connecticut
$271K +$270K +3,483 New
JA
1149
JOYN Advisors
Georgia
$270K -$111K -1,431 -29%
HBWM
1150
Hollow Brook Wealth Management
New York
$270K – – –
44 45
46
47 48