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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1201
Cascadia Advisory Services
Oregon
$425K +$408K +5,065 New
HCM
1202
Hollencrest Capital Management
California
$423K +$61.5K +765 +18%
SFG
1203
SNS Financial Group
Minnesota
$419K -$24.4K -303 -6%
GC
1204
Gibson Capital
Pennsylvania
$419K – – –
SC
1205
Scholtz & Company
Connecticut
$419K – – –
BOM
1206
Bank of Marin
California
$416K +$400K +4,966 New
AWM
1207
Alterna Wealth Management
Texas
$414K +$13.1K +163 +3%
MG
1208
Mather Group
Illinois
$414K +$54.6K +679 +16%
KCP
1209
KDI Capital Partners
North Carolina
$410K -$87.2K -1,084 -18%
DHFB
1210
Dixon Hubard Feinour & Brown
Virginia
$409K – – –
WCM
1211
WealthBridge Capital Management
Ohio
$405K – – –
AWM
1212
Altavista Wealth Management
North Carolina
$405K +$53.3K +663 +16%
NWS
1213
Newport Wealth Strategies
California
$403K +$134K +1,670 +53%
TCB
1214
Texas Capital Bancshares
Texas
$402K – – –
SFSG
1215
Sound Financial Strategies Group
Mississippi
$401K +$384K +4,779 New
KFI
1216
Key Financial Inc
Pennsylvania
$401K +$385K +4,785 New
SNB
1217
Security National Bank
Nebraska
$398K – – –
BI
1218
Ballast Inc
Kentucky
$397K +$3.78K +47 +1%
ASW
1219
Astoria Strategic Wealth
Texas
$397K +$381K +4,736 New
CA
1220
Corrado Advisors
New Jersey
$396K +$10.5K +130 +3%
MCM
1221
Mitchell Capital Management
Kansas
$395K +$965 +12 +0.3%
JCM
1222
Jacobi Capital Management
Pennsylvania
$395K +$15K +186 +4%
RA
1223
Riverstone Advisors
Texas
$395K +$379K +4,706 New
SBIA
1224
Sheaff Brock Investment Advisors
Indiana
$393K -$15K -187 -4%
MWA
1225
Meridian Wealth Advisors
Texas
$389K -$24.1K -300 -6%
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