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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
1151
Country Trust Bank
Illinois
$713K +$165K +2,010 +35%
WF
1152
Welch & Forbes
Massachusetts
$708K -$47.3K -576 -7%
WA
1153
Wealth Advisors
California
$702K – – –
OFG
1154
Oxford Financial Group
Indiana
$701K -$520K -6,325 -45%
CCG
1155
Cypress Capital Group
Florida
$701K -$82 -1 -0%
PD
1156
Planning Directions
Pennsylvania
$700K -$32.7K -398 -5%
MMHP
1157
Murphy Middleton Hinkle & Parker
Georgia
$699K – – –
SCG
1158
Sonata Capital Group
Washington
$695K – – –
IA
1159
Insight Advisors
Pennsylvania
$694K +$620K +7,547 New
WLIM
1160
White Lighthouse Investment Management
Massachusetts
$692K -$38.4K -468 -6%
WCWM
1161
Willow Creek Wealth Management
California
$691K +$14.8K +180 +2%
WDG
1162
Wealth Dimensions Group
Ohio
$689K +$616K +7,502 New
CFG
1163
Cooper Financial Group
California
$686K +$270K +3,283 +79%
CFFP
1164
Center for Financial Planning
Michigan
$684K -$33.9K -413 -5%
TCM
1165
Tufton Capital Management
Maryland
$684K -$8.38K -102 -1%
ESB
1166
Essex Savings Bank
Connecticut
$683K +$54.3K +661 +10%
TLFA
1167
True Link Financial Advisors
California
$683K +$610K +7,429 New
CT
1168
Coastline Trust
Rhode Island
$677K -$1.23K -15 -0.2%
APWA
1169
Atlas Private Wealth Advisors
New Jersey
$676K -$129K -1,576 -18%
GG
1170
GenWealth Group
New Jersey
$675K -$167K -2,037 -22%
GCA
1171
Gradient Capital Advisors
California
$672K -$1.81K -22 -0.3%
PA
1172
Procyon Advisors
Connecticut
$672K -$1.81K -22 -0.3%
GHA
1173
GW Henssler & Associates
Georgia
$668K +$30.2K +368 +5%
MLIC
1174
Mandatum Life Insurance Company
Finland
$666K – – –
MC
1175
Moors & Cabot
Massachusetts
$665K +$3.86K +47 +0.7%
45 46
47
48 49