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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1276
PBMares Wealth Management
Virginia
$641K – – –
KP
1277
Keel Point
Alabama
$641K +$175K +1,675 +40%
TA
1278
Trellis Advisors
Washington
$632K -$286K -2,730 -32%
WCWM
1279
Willow Creek Wealth Management
California
$629K -$180K -1,722 -23%
AIM
1280
Alhambra Investment Management
Florida
$629K – – –
RW
1281
Rede Wealth
Virginia
$628K +$74.3K +710 +14%
AAMA
1282
Advanced Asset Management Advisors
Ohio
$627K – – –
CMP
1283
Courage Miller Partners
Virginia
$623K -$29.6K -283 -5%
CS
1284
Credit Suisse
Switzerland
$616K -$3.1M -29,602 -84%
DBRC
1285
D.B. Root & Company
Pennsylvania
$616K – – –
SFSIG
1286
San Francisco Sentry Investment Group
California
$616K +$26.6K +254 +5%
LC
1287
Lincoln Capital
Nebraska
$615K +$40.6K +388 +7%
GKWIM
1288
Gerber Kawasaki Wealth & Investment Management
California
$614K -$14.3K -137 -2%
MPM
1289
Meritage Portfolio Management
Kansas
$614K – – –
TWP
1290
Tower Wealth Partners
Pennsylvania
$611K +$589K +5,628 New
TC
1291
Truvestments Capital
Florida
$610K +$6.59K +63 +1%
EWM
1292
Empirical Wealth Management
Washington
$609K -$90K -860 -13%
CRCM
1293
Corbett Road Capital Management
Virginia
$608K -$1.13M -10,795 -66%
CCT
1294
Capital City Trust
Florida
$606K – – –
OFG
1295
OmniStar Financial Group
North Carolina
$605K -$540K -5,158 -48%
M
1296
MOTCO
Texas
$605K -$51.8K -495 -8%
SFP
1297
Strategic Financial Planning
Texas
$605K -$105 -1 -0%
SVWAG
1298
Sound View Wealth Advisors Group
Georgia
$604K -$15K -143 -3%
SC
1299
Scotia Capital
Ontario, Canada
$604K +$39.1K +374 +7%
PG
1300
Prostatis Group
Maryland
$603K -$282K -2,690 -33%
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