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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1176
Edge Capital Group
Georgia
$319K +$295K +4,668 New
RFWA
1177
RPg Family Wealth Advisory
Massachusetts
$318K +$28.4K +450 +11%
DACG
1178
Donor Advised Charitable Giving
California
$317K -$52.2K -827 -15%
TW
1179
Transform Wealth
Colorado
$316K -$528K -8,366 -64%
SFSG
1180
Sound Financial Strategies Group
Mississippi
$316K +$3.85K +61 +1%
GI
1181
GS Investments
Minnesota
$316K -$15.4K -244 -5%
HWM
1182
Howard Wealth Management
Connecticut
$315K +$3.91K +62 +1%
CWM
1183
Chesapeake Wealth Management
Virginia
$312K – – –
1WA
1184
180 Wealth Advisors
Washington
$311K -$714K -11,312 -72%
CIAS
1185
CBIZ Investment Advisory Services
Ohio
$310K – – –
JCM
1186
Jacobi Capital Management
Pennsylvania
$309K – – –
PAS
1187
Partnervest Advisory Services
California
$303K -$813K -12,876 -74%
NWP
1188
Northstar Wealth Partners
Connecticut
$302K – – –
NSB
1189
Norway Savings Bank
Maine
$301K -$10.9K -172 -4%
PCA
1190
Peddock Capital Advisors
Massachusetts
$301K -$6.31K -100 -2%
AP
1191
Adero Partners
California
$301K -$947 -15 -0.3%
ACM
1192
AlphaStar Capital Management
North Carolina
$299K -$10.2K -161 -4%
FCFC
1193
First Citizens Financial Corp
Iowa
$297K -$25.1K -398 -8%
HFA
1194
Hoover Financial Advisors
Pennsylvania
$296K +$273K +4,329 New
NSIM
1195
North Star Investment Management
Illinois
$295K -$38.6K -612 -12%
PC
1196
Port Capital
Illinois
$294K +$253 +4 +0.1%
BUB
1197
BBVA USA Bancshares
Texas
$293K -$20.4K -323 -7%
CSPIA
1198
Cary Street Partners Investment Advisory
Virginia
$293K +$271K +4,296 New
RBFC
1199
Roman Butler Fullerton & Co
Missouri
$292K -$298K -4,723 -52%
FCM
1200
Firestone Capital Management
Florida
$291K – – –
46 47
48
49 50