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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
1301
Washington Trust Bank
Washington
$714K -$19.6K -202 -2%
WCM
1302
WealthBridge Capital Management
Ohio
$714K – – –
WJWM
1303
Williams Jones Wealth Management
New York
$711K +$18.8K +194 +2%
MI
1304
Moneywise Inc
Virginia
$708K -$2.13M -21,913 -73%
DL
1305
DOHJ LLC
Washington
$706K -$1.04M -10,693 -57%
TA
1306
TrueWealth Advisors
Alabama
$705K +$59.3K +611 +8%
WP
1307
Wealthspan Partners
Iowa
$703K -$5.83K -60 -0.7%
LFA
1308
Legacy Financial Advisors
Kentucky
$703K +$89.6K +922 +13%
GAM
1309
Gemmer Asset Management
California
$699K +$160K +1,650 +26%
SCA
1310
St. Clair Advisors
Ohio
$693K +$23.6K +243 +3%
LC
1311
LTG Capital
Massachusetts
$692K -$10.2M -104,596 -93%
OPW
1312
Oxler Private Wealth
New York
$691K +$291 +3 +0.4%
HWM
1313
Horizons Wealth Management
North Carolina
$688K +$10.5K +108 +1%
B
1314
Bridgeworth
Alabama
$687K -$417K -4,291 -35%
DBT
1315
Dubuque Bank & Trust
Iowa
$685K -$162K -1,663 -17%
AWM
1316
Axxcess Wealth Management
California
$679K -$242K -2,494 -24%
WQ
1317
Wealth Quarterback
New Jersey
$675K -$135K -1,386 -15%
BB
1318
Berkshire Bank
Massachusetts
$674K – – –
CAM
1319
Concorde Asset Management
Michigan
$674K +$752K +7,738 New
OWA
1320
Outlook Wealth Advisors
Texas
$673K -$6.95M -71,563 -90%
PCS
1321
Personal CFO Solutions
New Jersey
$671K -$20K -206 -3%
NCG
1322
Newport Capital Group
New Jersey
$670K +$349K +3,592 +93%
SC
1323
Sierra Capital
Florida
$669K – – –
CTB
1324
Country Trust Bank
Illinois
$666K – – –
MMHP
1325
Murphy Middleton Hinkle & Parker
Georgia
$663K – – –
51 52
53
54 55