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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1226
Lane & Associates
New Jersey
$1.7M -$185K -1,637 -10%
AEPWM
1227
Atlantic Edge Private Wealth Management
Florida
$1.69M -$263K -2,332 -14%
FWM
1228
Forza Wealth Management
Florida
$1.69M +$78.7K +697 +5%
SMWM
1229
Silvia McColl Wealth Management
California
$1.68M – – –
ICP
1230
Interchange Capital Partners
Pennsylvania
$1.68M -$128K -1,132 -7%
TWM
1231
Thrive Wealth Management
Pennsylvania
$1.67M +$85.2K +754 +6%
BFM
1232
Broadview Financial Management
Wisconsin
$1.67M +$104K +921 +7%
GPI
1233
General Partner Inc
Pennsylvania
$1.65M – – –
SCM
1234
Sterling Capital Management
North Carolina
$1.65M +$1.59M +14,067 New
RL
1235
Rogco LP
Oklahoma
$1.64M -$200K -1,771 -11%
FCB
1236
First County Bank
Connecticut
$1.63M – – –
ESB
1237
Essex Savings Bank
Connecticut
$1.62M -$537K -4,754 -26%
PAM
1238
Peak Asset Management
Colorado
$1.62M – – –
SC
1239
Solstein Capital
California
$1.61M +$1.56M +13,797 New
CIR
1240
Clear Investment Research
Georgia
$1.61M -$1.46M -12,950 -48%
SAG
1241
SageView Advisory Group
California
$1.61M -$547K -4,841 -26%
SIA
1242
SeaBridge Investment Advisors
New Jersey
$1.6M – – –
EB
1243
Eastern Bank
Massachusetts
$1.6M +$1.54M +13,668 New
IAA
1244
Independent Advisor Alliance
North Carolina
$1.6M -$419K -3,710 -21%
RFA
1245
Resurgent Financial Advisors
Georgia
$1.59M +$37.2K +329 +2%
CFP
1246
Cypress Financial Planning
New Jersey
$1.59M +$22K +195 +1%
SSA
1247
Sierra Summit Advisors
Nevada
$1.59M +$14.1K +125 +0.9%
AWA
1248
Aaron Wealth Advisors
Illinois
$1.58M +$3.16K +28 +0.2%
SIA
1249
Schechter Investment Advisors
Michigan
$1.58M -$804K -7,115 -34%
CCA
1250
Cobblestone Capital Advisors
New York
$1.58M +$113 +1 +0%
48 49
50
51 52