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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
HBWM
1301
Hollow Brook Wealth Management
New York
$291K – – –
HFA
1302
Hoover Financial Advisors
Pennsylvania
$291K +$37.7K +468 +16%
AWMG
1303
Alliance Wealth Management Group
New Jersey
$289K +$4.91K +61 +2%
AFAS
1304
Acorn Financial Advisory Services
Virginia
$289K +$276K +3,434 New
ISB
1305
Iowa State Bank
Iowa
$289K +$277K +3,446 New
CCM
1306
Coe Capital Management
Illinois
$286K -$13.7K -170 -5%
BFG
1307
Barber Financial Group
Kansas
$285K -$10.3K -128 -4%
TFS
1308
TrustCore Financial Services
Tennessee
$285K +$2.73K +34 +1%
CPSC
1309
Carl P. Sherr & Co
Massachusetts
$285K +$273K +3,396 New
MAP
1310
Milestone Advisory Partners
North Carolina
$284K -$2.95M -36,628 -92%
JA
1311
JOYN Advisors
Georgia
$284K -$7.08K -88 -3%
BCA
1312
Bay Colony Advisors
Massachusetts
$283K +$1.05K +13 +0.4%
DWM
1313
Doyle Wealth Management
Florida
$283K +$271K +3,371 New
CCA
1314
Column Capital Advisors
Indiana
$281K +$270K +3,356 New
ANBT
1315
American National Bank & Trust
Texas
$280K -$9.25K -115 -3%
AC
1316
Alexandria Capital
Virginia
$279K -$2.65K -33 -1%
CS
1317
Cannell & Spears
New York
$278K – – –
SDWMA
1318
Schneider Downs Wealth Management Advisors
Pennsylvania
$278K +$724 +9 +0.3%
CIM
1319
Confluence Investment Management
Missouri
$275K – – –
APP
1320
Avantax Planning Partners
Iowa
$273K +$161 +2 +0.1%
IC
1321
IEQ Capital
California
$273K +$262K +3,261 New
TFA
1322
Transamerica Financial Advisors
Florida
$272K -$44.3K -550 -15%
WA1
1323
Wimmer Associates 1
California
$271K -$25.6K -318 -9%
EB
1324
Eastern Bank
Massachusetts
$271K +$260K +3,233 New
SWM
1325
SeaCrest Wealth Management
New York
$270K +$483 +6 +0.2%
51 52
53
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