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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
101
Bartlett & Co Wealth Management
Ohio
$92M +$2.33M +16,952 +3%
NA
102
NewEdge Advisors
Louisiana
$89.5M +$2.32M +16,935 +3%
KA
103
Klingman & Associates
New York
$88.5M +$551K +4,016 +0.7%
EH
104
Equitable Holdings
New York
$87.8M -$4.97M -36,190 -6%
APCM
105
Alaska Permanent Capital Management
Alaska
$86.2M -$3.81M -27,797 -5%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$82.4M +$1.19M +8,668 +2%
CIA
107
Concurrent Investment Advisors
Florida
$80.4M +$22.7M +165,172 +44%
SIC
108
Sigma Investment Counselors
Michigan
$79.9M -$2.48M -18,090 -3%
BF
109
BOK Financial
Oklahoma
$79.7M -$199K -1,448 -0.3%
UB
110
UMB Bank
Missouri
$77.5M -$3.52M -25,632 -5%
VWM
111
Venturi Wealth Management
Texas
$75.7M +$51M +371,632 +267%
WA
112
Wealth Architects
California
$74.9M -$90.7K -661 -0.1%
FBFS
113
First Business Financial Services
Wisconsin
$74.5M +$146K +1,061 +0.2%
CA
114
Clearstead Advisors
Ohio
$73.6M +$699K +5,091 +1%
ACGA
115
Atlanta Consulting Group Advisors
Georgia
$73.1M +$4.69M +34,204 +7%
GT
116
Greenleaf Trust
Michigan
$72.8M -$4.33M -31,537 -6%
AWM
117
Abound Wealth Management
Tennessee
$72.8M +$3.12M +22,746 +5%
NYLIM
118
New York Life Investment Management
New York
$72.6M +$12.9M +94,362 +24%
CWM
119
Cahaba Wealth Management
Georgia
$71.9M +$1.01M +7,369 +2%
CWM
120
Connecticut Wealth Management
Connecticut
$71M -$3.77M -27,502 -5%
FBB
121
Fulton Breakefield Broenniman
Maryland
$70.6M +$4.98M +36,313 +8%
EWA
122
EP Wealth Advisors
California
$69.9M +$20.3M +147,683 +46%
BBHC
123
Brown Brothers Harriman & Co
New York
$69.9M +$687K +5,006 +1%
PAG
124
Private Advisor Group
New Jersey
$69.5M -$8.65M -62,996 -12%
SWP
125
Stratos Wealth Partners
Ohio
$69.4M +$2.43M +17,734 +4%
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