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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1401
Forte Asset Management
New York
$929K -$3.29M -34,095 -80%
EWA
1402
Exencial Wealth Advisors
Oklahoma
$928K +$27.9K +290 +3%
MFT
1403
Moisand Fitzgerald Tamayo
Florida
$926K -$23.8K -247 -3%
SHF
1404
Stage Harbor Financial
Massachusetts
$917K +$816K +8,468 New
IGWM
1405
ICA Group Wealth Management
Colorado
$915K +$23.3K +242 +3%
GFL
1406
Granite FO LLC
New Hampshire
$914K – – –
OLA
1407
Oliver Luxxe Assets
New Jersey
$909K +$242K +2,515 +43%
SCM
1408
Saxony Capital Management
Missouri
$909K +$810K +8,400 New
JCM
1409
Jacobi Capital Management
Pennsylvania
$907K +$53.8K +558 +7%
SC
1410
SouthState Corp
Florida
$901K -$24.4K -253 -3%
KL
1411
KWMG LLC
Kansas
$899K -$64.4K -668 -7%
RWMH
1412
Riverpoint Wealth Management Holdings
Illinois
$898K -$327K -3,396 -29%
WE
1413
Wealth Effects
Massachusetts
$896K +$147K +1,529 +23%
HCM
1414
Hollencrest Capital Management
California
$889K +$482K +5,000 +156%
NWMG
1415
National Wealth Management Group
Ohio
$888K +$331K +3,433 +72%
AW
1416
Avion Wealth
Texas
$887K – – –
EWA
1417
Evolution Wealth Advisors
Florida
$885K -$253K -2,630 -24%
DP
1418
Denver PWM
Colorado
$883K +$42.6K +442 +6%
AFG
1419
Allegheny Financial Group
Pennsylvania
$882K +$34.5K +358 +5%
WHG
1420
Westwood Holdings Group
Texas
$879K -$131K -1,359 -14%
PAMG
1421
Patton Albertson Miller Group
Tennessee
$878K -$65K -674 -8%
BPC
1422
Banque Pictet & Cie
Switzerland
$874K +$98.1K +1,018 +14%
IC
1423
IEQ Capital
California
$872K -$658K -6,827 -46%
WFA
1424
Wells Financial Advisors
Massachusetts
$869K +$194K +2,010 +33%
HA
1425
HFG Advisors
Ohio
$868K +$38.7K +402 +5%
55 56
57
58 59