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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
1251
Traverso Chambers Private Wealth Management
California
$847K +$5.47K +55 +0.6%
WAL
1252
W Advisors LLC
Tennessee
$844K -$791K -7,950 -47%
WQ
1253
Wealth Quarterback
New Jersey
$844K +$908K +9,131 New
IP
1254
Ignite Planners
California
$839K -$136K -1,371 -13%
HIA
1255
Harbor Investment Advisory
Maryland
$838K +$386K +3,883 +75%
JBA
1256
Johnson Bixby & Associates
Washington
$837K -$112K -1,129 -11%
LWAC
1257
Laurel Wealth Advisors (California)
California
$835K -$214K -2,156 -19%
KAM
1258
Kraft Asset Management
Tennessee
$835K -$11.9K -120 -1%
MWA
1259
Motive Wealth Advisors
Michigan
$832K -$74K -744 -8%
BPC
1260
Banque Pictet & Cie
Switzerland
$832K – – –
MWM
1261
Minot Wealth Management
Massachusetts
$832K – – –
COCM
1262
Charter Oak Capital Management
New Hampshire
$832K +$85K +855 +10%
EL
1263
ERN LLC
Delaware
$832K +$895K +9,000 New
BBW
1264
Blue Barn Wealth
Utah
$830K -$7.76K -78 -0.9%
PPWP
1265
Proquility Private Wealth Partners
Nevada
$829K +$10.3K +104 +1%
VCM
1266
Vivaldi Capital Management
Illinois
$829K +$21.9K +220 +3%
SEEDPG
1267
S.E.E.D. Planning Group
New York
$827K -$7.36K -74 -0.8%
GSAM
1268
Grant Street Asset Management
Pennsylvania
$826K -$29.9K -301 -3%
EBSAM
1269
Eubel Brady & Suttman Asset Management
Ohio
$825K +$5.37K +54 +0.6%
HWM
1270
Horizons Wealth Management
North Carolina
$825K +$774K +7,784 New
MFT
1271
Moisand Fitzgerald Tamayo
Florida
$812K +$141K +1,421 +19%
CT
1272
Coastline Trust
Rhode Island
$808K +$42.3K +425 +5%
SWM
1273
Selective Wealth Management
Virginia
$808K +$568K +5,714 +189%
ARC
1274
Advisor Resource Council
Texas
$808K +$870K +8,749 New
BCM
1275
Brookmont Capital Management
Texas
$804K -$895 -9 -0.1%
49 50
51
52 53