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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
1176
RPg Family Wealth Advisory
Massachusetts
$318K +$28.4K +450 +11%
DACG
1177
Donor Advised Charitable Giving
California
$317K -$52.2K -827 -15%
TW
1178
Transform Wealth
Colorado
$316K -$528K -8,366 -64%
SFSG
1179
Sound Financial Strategies Group
Mississippi
$316K +$3.85K +61 +1%
GI
1180
GS Investments
Minnesota
$316K -$15.4K -244 -5%
HWM
1181
Howard Wealth Management
Connecticut
$315K +$3.91K +62 +1%
CWM
1182
Chesapeake Wealth Management
Virginia
$312K – – –
1WA
1183
180 Wealth Advisors
Washington
$311K -$714K -11,312 -72%
CIAS
1184
CBIZ Investment Advisory Services
Ohio
$310K – – –
JCM
1185
Jacobi Capital Management
Pennsylvania
$309K – – –
PAS
1186
Partnervest Advisory Services
California
$303K -$813K -12,876 -74%
NWP
1187
Northstar Wealth Partners
Connecticut
$302K – – –
NSB
1188
Norway Savings Bank
Maine
$301K -$10.9K -172 -4%
PCA
1189
Peddock Capital Advisors
Massachusetts
$301K -$6.31K -100 -2%
AP
1190
Adero Partners
California
$301K -$947 -15 -0.3%
ACM
1191
AlphaStar Capital Management
North Carolina
$299K -$10.2K -161 -4%
FCFC
1192
First Citizens Financial Corp
Iowa
$297K -$25.1K -398 -8%
HFA
1193
Hoover Financial Advisors
Pennsylvania
$296K +$273K +4,329 New
NSIM
1194
North Star Investment Management
Illinois
$295K -$38.6K -612 -12%
PC
1195
Port Capital
Illinois
$294K +$253 +4 +0.1%
BUB
1196
BBVA USA Bancshares
Texas
$293K -$20.4K -323 -7%
CSPIA
1197
Cary Street Partners Investment Advisory
Virginia
$293K +$271K +4,296 New
RBFC
1198
Roman Butler Fullerton & Co
Missouri
$292K -$298K -4,723 -52%
FCM
1199
Firestone Capital Management
Florida
$291K – – –
DI
1200
DAGCO Inc
Ohio
$290K -$5.68K -90 -2%
46 47
48
49 50