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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1151
Smart Money Group
Texas
$345K -$7.53K -105 -2%
WCM
1152
WealthBridge Capital Management
Ohio
$344K -$9.82K -137 -3%
LC
1153
Lincoln Capital
Nebraska
$343K +$115K +1,611 +49%
AWMG
1154
Alliance Wealth Management Group
New Jersey
$339K +$49.8K +695 +17%
HA
1155
Harborview Advisors
Maine
$337K +$2.65K +37 +0.8%
WPP
1156
Whalerock Point Partners
Rhode Island
$336K -$429K -5,985 -95%
FEG
1157
Fund Evaluation Group
Ohio
$335K – – –
PL
1158
Plancorp LLC
Missouri
$334K -$25.3K -353 -7%
WPC
1159
White Pine Capital
Minnesota
$332K -$22.6K -316 -6%
BUB
1160
BBVA USA Bancshares
Texas
$332K +$32.2K +449 +10%
BI
1161
Ballast Inc
Kentucky
$331K – – –
RFWA
1162
RPg Family Wealth Advisory
Massachusetts
$327K – – –
JCM
1163
Jacobi Capital Management
Pennsylvania
$327K +$9.46K +132 +3%
SFSG
1164
Sound Financial Strategies Group
Mississippi
$325K +$143 +2 +0%
DI
1165
DAGCO Inc
Ohio
$325K +$27.4K +382 +9%
HWM
1166
Howard Wealth Management
Connecticut
$324K -$72 -1 -0%
BWP
1167
BSW Wealth Partners
Colorado
$323K +$26.2K +366 +9%
CWM
1168
Chesapeake Wealth Management
Virginia
$321K – – –
CIAS
1169
CBIZ Investment Advisory Services
Ohio
$314K – – –
TW
1170
TrinityPoint Wealth
Connecticut
$313K -$320K -4,462 -50%
NB
1171
NBT Bank
New York
$313K +$40.9K +570 +15%
AP
1172
Adero Partners
California
$310K – – –
PCA
1173
Peddock Capital Advisors
Massachusetts
$309K -$573 -8 -0.2%
1SB
1174
1ST Source Bank
Indiana
$308K +$29.7K +415 +10%
OWA
1175
Outlook Wealth Advisors
Texas
$307K -$49.7K -693 -14%
45 46
47
48 49