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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1301
Lyell Wealth Management
California
$943K -$173K -1,732 -15%
LC
1302
Lincoln Capital
Nebraska
$942K +$37.5K +375 +4%
NAS
1303
NWF Advisory Services
California
$939K +$942K +9,425 New
KLCM
1304
KG&L Capital Management
Louisiana
$937K +$12.5K +125 +1%
WHG
1305
Westwood Holdings Group
Texas
$936K +$30.7K +307 +3%
ZIC
1306
ZWJ Investment Counsel
Georgia
$936K -$14.3K -143 -1%
CFGSD
1307
Compass Financial Group (South Dakota)
South Dakota
$932K -$46.8K -468 -5%
MCM
1308
Maple Capital Management
Vermont
$927K -$42.6K -426 -4%
SI
1309
Saxon Interests
Texas
$924K -$28.4K -284 -3%
FDCC
1310
Foster Dykema Cabot & Co
Massachusetts
$924K -$24.5K -245 -2%
AWA
1311
Aaron Wealth Advisors
Illinois
$924K -$148K -1,479 -13%
CM
1312
Columbus Macro
Pennsylvania
$914K -$461K -4,616 -33%
JWBC
1313
J.W. Burns & Co
New York
$905K +$476K +4,762 +104%
BPC
1314
Banque Pictet & Cie
Switzerland
$900K +$30K +300 +3%
LFA
1315
Legacy Financial Advisors
Kentucky
$898K -$8.9K -89 -0.9%
TCPWM
1316
Traverso Chambers Private Wealth Management
California
$896K -$13.2K -132 -1%
TCM
1317
Tufton Capital Management
Maryland
$896K +$73.7K +737 +9%
WAL
1318
W Advisors LLC
Tennessee
$896K -$327K -3,272 -26%
TNB
1319
Thomasville National Bank
Georgia
$891K -$247K -2,470 -21%
EDRIA
1320
Edmonds Duncan Registered Investment Advisors
Kansas
$886K – – –
PPWP
1321
Proquility Private Wealth Partners
Nevada
$879K +$324K +3,237 +55%
WDG
1322
Wealth Dimensions Group
Ohio
$879K +$5.2K +52 +0.6%
DFG
1323
Delta Financial Group
New Jersey
$873K +$131K +1,312 +17%
SFS
1324
Security Financial Services
Indiana
$868K -$354K -3,542 -28%
CWM
1325
Centurion Wealth Management
Virginia
$858K -$781K -7,813 -47%
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