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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
OCA
1201
OpenArc Corporate Advisory
Georgia
$2.08M +$173K +1,361 +9%
TWM
1202
Thrive Wealth Management
Pennsylvania
$2.07M +$381 +3 +0%
RSVP
1203
Ramsay Stattman Vela & Price
Colorado
$2.06M +$164K +1,289 +8%
PI
1204
PFG Investments
New York
$2.06M -$141K -1,107 -6%
FFWA
1205
FRG Family Wealth Advisors
Washington
$2.05M -$95.3K -750 -4%
PIMG
1206
Patriot Investment Management Group
Tennessee
$2.05M – – –
UWP
1207
Uniting Wealth Partners
Kansas
$2.05M +$2.92K +23 +0.1%
CTA
1208
Camelot Technology Advisors
California
$2.05M -$139K -1,095 -6%
SFG
1209
Sunburst Financial Group
Alabama
$2.05M +$136K +1,071 +7%
SWA
1210
Stratos Wealth Advisors
Ohio
$2.04M -$1.17M -9,207 -36%
HOWA
1211
Hudson Oak Wealth Advisory
New Jersey
$2.04M +$134K +1,051 +7%
ML
1212
Mayport LLC
Massachusetts
$2.03M +$1.73M +13,605 +493%
MC
1213
Moors & Cabot
Massachusetts
$2.03M +$63K +496 +3%
JPWM
1214
Jamison Private Wealth Management
Georgia
$2.03M +$62K +488 +3%
BLC
1215
Blue Line Capital
Illinois
$2.02M -$786K -6,189 -28%
BOJHT
1216
Bank of Jackson Hole Trust
Wyoming
$2.01M +$64.7K +509 +3%
FWM
1217
Forza Wealth Management
Florida
$2.01M – – –
HNB
1218
Hilltop National Bank
Wyoming
$2.01M -$119K -933 -5%
LNWTC
1219
Laird Norton Wetherby Trust Company
Washington
$2.01M -$1.25M -9,833 -38%
NWP
1220
NerdWallet Wealth Partners
New York
$2.01M +$715K +5,630 +54%
TPWA
1221
TRUE Private Wealth Advisors
Oregon
$2M -$147K -1,157 -7%
WCM
1222
Winebrenner Capital Management
Kentucky
$2M +$216K +1,700 +12%
WP
1223
WealthShield Partners
North Carolina
$1.99M -$30K -236 -1%
UWM
1224
Urban Wealth Management
California
$1.99M -$226K -1,782 -10%
NCM
1225
Novare Capital Management
North Carolina
$1.98M +$2.03M +15,968 New
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