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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1126
Bredin Investment
Delaware
$540K – – –
LCC
1127
Lincoln Capital Corp
Rhode Island
$538K -$34.2K -425 -6%
AF
1128
Alerus Financial
North Dakota
$537K – – –
HCA
1129
Harbour Capital Advisors
Virginia
$536K +$5.23K +65 +1%
APWM
1130
Atlas Private Wealth Management
New York
$534K +$513K +6,371 New
ST
1131
Sageworth Trust
Pennsylvania
$532K – – –
MWM
1132
Modera Wealth Management
New Jersey
$530K +$42.2K +524 +9%
MPM
1133
Meritage Portfolio Management
Kansas
$528K +$30.6K +380 +6%
PA
1134
Probity Advisors
Texas
$528K +$87.8K +1,091 +21%
SA
1135
Strategic Advisors
New York
$527K +$176K +2,192 +54%
SW
1136
SlateStone Wealth
Florida
$526K -$103K -1,286 -17%
TCWM
1137
Total Clarity Wealth Management
Illinois
$524K +$503K +6,252 New
DDC
1138
DF Dent & Co
Maryland
$520K -$8.37K -104 -2%
PWM
1139
PBMares Wealth Management
Virginia
$514K +$493K +6,127 New
BA
1140
Ballast Advisors
Minnesota
$514K +$493K +6,130 New
RC
1141
RegentAtlantic Capital
New Jersey
$512K – – –
SWM
1142
Stockman Wealth Management
Montana
$511K -$20.9K -260 -4%
SAM
1143
Strategy Asset Managers
California
$508K +$488K +6,060 New
FA
1144
Financial Advisors
Massachusetts
$507K +$241 +3 +0%
JIC
1145
Joel Isaacson & Co
New York
$507K +$154K +1,908 +46%
IIA
1146
IPG Investment Advisors
California
$504K +$24.5K +305 +5%
SC
1147
Scotia Capital
Ontario, Canada
$503K -$318K -3,950 -40%
TRSOTSOK
1148
Teachers Retirement System of the State of Kentucky
Kentucky
$503K – – –
SSWM
1149
Smith Salley Wealth Management
North Carolina
$500K -$29K -361 -6%
SXL
1150
Summit X LLC
Missouri
$498K -$1.06M -13,166 -69%
44 45
46
47 48