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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1401
Smith Salley Wealth Management
North Carolina
$419K -$121K -1,159 -23%
SW
1402
StrongBox Wealth
Missouri
$416K +$401K +3,830 New
LRIA
1403
Leonard Rickey Investment Advisors
Washington
$415K +$10.4K +99 +3%
FBB
1404
Fulton Breakefield Broenniman
Maryland
$415K +$53.2K +508 +15%
SFG
1405
Sovereign Financial Group
Connecticut
$414K -$733 -7 -0.2%
FF
1406
FourThought Financial
Florida
$412K -$52.5K -502 -12%
BP
1407
BBR Partners
New York
$411K – – –
PC
1408
Port Capital
Illinois
$409K +$209 +2 +0.1%
BRWM
1409
B. Riley Wealth Management
Tennessee
$409K +$131K +1,252 +50%
TW
1410
Transform Wealth
Colorado
$408K +$3.98K +38 +1%
GIA
1411
Guyasuta Investment Advisors
Pennsylvania
$408K +$15.7K +150 +4%
EBSAM
1412
Eubel Brady & Suttman Asset Management
Ohio
$408K +$394K +3,766 New
DDC
1413
DF Dent & Co
Maryland
$406K +$392K +3,744 New
RWM
1414
Raffa Wealth Management
District of Columbia
$405K +$106K +1,016 +37%
NEWAS
1415
N.E.W. Advisory Services
Wisconsin
$405K -$348K -3,326 -48%
GWM
1416
Gray Wealth Management
Maine
$405K – – –
SAS
1417
Stelac Advisory Services
New York
$405K +$15.2K +145 +4%
PGA
1418
Portland Global Advisors
Maine
$404K -$2.93K -28 -0.7%
MIM
1419
Macroview Investment Management
Maryland
$404K +$49.9K +477 +15%
AIA
1420
Alera Investment Advisors
Illinois
$403K -$15.7K -150 -4%
NEIRG
1421
New England Investment & Retirement Group
Massachusetts
$402K – – –
AIFAIM
1422
American Institute for Advanced Investment Management
Arizona
$401K +$1.47K +14 +0.4%
PCMK
1423
Paragon Capital Management (Kansas)
Kansas
$401K +$379K +3,617 New
ANB
1424
Amarillo National Bank
Texas
$400K – – –
TWA
1425
TPB Wealth Advisors
Texas
$400K – – –
55 56
57
58 59