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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1401
TrinityPoint Wealth
Connecticut
$320K -$106K -1,293 -29%
MC
1402
Martin & Co
Tennessee
$319K -$4.11K -50 -1%
ICM
1403
IMS Capital Management
Oregon
$318K +$284K +3,461 New
MCM
1404
Mitchell Capital Management
Kansas
$316K -$38.3K -466 -12%
OWM
1405
Orgel Wealth Management
Wisconsin
$315K -$18.7K -228 -6%
CS
1406
Cannell & Spears
New York
$315K – – –
CBT
1407
Capital Bank & Trust
California
$315K +$281K +3,423 New
WPP
1408
Whalerock Point Partners
Rhode Island
$313K +$252K +3,071 +914%
TA
1409
TruWealth Advisors
Louisiana
$313K +$279K +3,401 New
PCM
1410
Palisade Capital Management
New Jersey
$313K +$280K +3,403 New
AFG
1411
Allegheny Financial Group
Pennsylvania
$312K +$279K +3,392 New
MAP
1412
Milestone Advisory Partners
North Carolina
$311K – – –
VAG
1413
VisionPoint Advisory Group
Texas
$310K -$52.5K -639 -16%
MMA
1414
Miracle Mile Advisors
California
$309K -$29K -353 -9%
AWA
1415
Acorn Wealth Advisors
Michigan
$309K +$28.9K +352 +12%
AWMG
1416
Alliance Wealth Management Group
New Jersey
$307K -$120K -1,462 -31%
FAM
1417
Formidable Asset Management
Ohio
$306K -$6.24K -76 -2%
MMM
1418
Mendel Money Management
Illinois
$306K +$7.56K +92 +3%
TWM
1419
Titus Wealth Management
California
$305K +$14.5K +176 +6%
FBB
1420
Fulton Breakefield Broenniman
Maryland
$304K -$41.7K -508 -13%
QPWM
1421
Quadrant Private Wealth Management
Pennsylvania
$303K -$28.5K -347 -10%
KFP
1422
KMG Fiduciary Partners
Ohio
$303K +$268K +3,258 New
DIP
1423
DT Investment Partners
Pennsylvania
$302K -$273K -3,323 -50%
JAWM
1424
J. Arnold Wealth Management
Ohio
$301K +$904 +11 +0.3%
GAG
1425
GM Advisory Group
New York
$300K +$268K +3,266 New
55 56
57
58 59