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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1226
Center for Financial Planning
Michigan
$1.16M -$8.54K -89 -0.7%
BFA
1227
Beacon Financial Advisory
Ohio
$1.16M -$29.6K -309 -2%
BA
1228
Ballast Advisors
Minnesota
$1.16M -$28.9K -301 -2%
MA
1229
Mangham Associates
Virginia
$1.16M +$995K +10,377 +545%
IFA
1230
Index Fund Advisors
California
$1.16M -$9.88K -103 -0.8%
CT
1231
Cambridge Trust
Massachusetts
$1.16M +$36.5K +381 +3%
PWMG
1232
Provence Wealth Management Group
California
$1.16M -$314K -3,271 -21%
SWM
1233
Sendero Wealth Management
Texas
$1.16M -$61.7K -643 -5%
NCM
1234
Nelson Capital Management
California
$1.16M +$143K +1,486 +14%
PIA
1235
Panoramic Investment Advisors
Colorado
$1.15M +$1.17M +12,173 New
FNC
1236
First National Corp
Massachusetts
$1.15M -$77.2K -805 -6%
SVWAG
1237
Sound View Wealth Advisors Group
Georgia
$1.15M +$438K +4,566 +76%
CP
1238
Capital Planning
Washington
$1.14M +$143K +1,487 +14%
FFWM
1239
Future Financial Wealth Management
Ohio
$1.14M -$1.73K -18 -0.1%
MLIC
1240
Mandatum Life Insurance Company
Finland
$1.14M – – –
IGWM
1241
ICA Group Wealth Management
Colorado
$1.14M -$182K -1,895 -14%
GKWIM
1242
Gerber Kawasaki Wealth & Investment Management
California
$1.13M -$175K -1,823 -13%
CGPCS
1243
Capital Group Private Client Services
California
$1.13M -$824K -8,587 -42%
STC
1244
Sarah T. Connolly
$1.13M -$20.7K -216 -2%
IAM
1245
Innovis Asset Management
Illinois
$1.12M +$1.13M +11,825 New
CWM
1246
Chemistry Wealth Management
New York
$1.12M – – –
CI
1247
CX Institutional
Indiana
$1.12M -$2.46M -25,691 -69%
CA
1248
Claro Advisors
Massachusetts
$1.11M -$201K -2,091 -15%
FPGT
1249
Financial Partners Group (Tennessee)
Tennessee
$1.11M +$1.13M +11,739 New
SFG
1250
Sowa Financial Group
Rhode Island
$1.11M +$11K +115 +1%
48 49
50
51 52