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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1301
Beta Wealth Group
California
$599K +$578K +5,523 New
ST
1302
Somerset Trust
Pennsylvania
$598K +$17.2K +164 +3%
ZIC
1303
ZWJ Investment Counsel
Georgia
$593K +$188K +1,800 +49%
SFG
1304
SNS Financial Group
Minnesota
$586K +$5.23K +50 +0.9%
GG
1305
GenWealth Group
New Jersey
$581K -$209K -1,994 -27%
KCP
1306
KDI Capital Partners
North Carolina
$579K +$8.16K +78 +1%
WG
1307
Welch Group
Alabama
$579K +$123K +1,176 +28%
CSPIA
1308
Cary Street Partners Investment Advisory
Virginia
$579K +$125K +1,196 +29%
PMG
1309
Private Management Group
California
$576K – – –
VCP
1310
Vista Capital Partners
Oregon
$576K – – –
LWAC
1311
Laurel Wealth Advisors (California)
California
$573K +$263K +2,517 +91%
BUB
1312
BBVA USA Bancshares
Texas
$572K -$122K -1,161 -18%
JCM
1313
Jacobi Capital Management
Pennsylvania
$571K +$34.8K +332 +7%
ICM
1314
IMS Capital Management
Oregon
$570K +$187K +1,790 +52%
RIL
1315
Rothschild Investment LLC
Illinois
$566K – – –
CFD
1316
Creative Financial Designs
Indiana
$560K -$6.7K -64 -1%
IFAM
1317
Institutional & Family Asset Management
Colorado
$552K -$294K -2,809 -36%
GC
1318
Gibson Capital
Pennsylvania
$545K – – –
BC
1319
Burleson & Co
California
$544K -$816K -7,796 -61%
ZB
1320
Zions Bancorporation
Utah
$542K +$94.6K +904 +22%
ACM
1321
AlphaStar Capital Management
North Carolina
$537K +$36.1K +345 +8%
NB
1322
NBT Bank
New York
$533K +$12.6K +120 +3%
CBT
1323
Capital Bank & Trust
California
$533K +$156K +1,486 +43%
WWM
1324
Wolff Wiese Magana
California
$531K +$73.3K +700 +17%
CWMU
1325
Caliber Wealth Management (Utah)
Utah
$529K – – –
51 52
53
54 55