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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMA
1426
Advanced Asset Management Advisors
Ohio
$662K – – –
ACM
1427
Advisors Capital Management
New Jersey
$660K +$70.9K +622 +12%
HCMT
1428
Highland Capital Management (Tennessee)
Tennessee
$656K -$2.28K -20 -0.3%
RBFC
1429
Roman Butler Fullerton & Co
Missouri
$655K +$57.9K +508 +10%
RBC
1430
Roble Belko & Company
Pennsylvania
$654K -$50.7K -445 -7%
WC
1431
Woodstock Corp
Massachusetts
$651K +$29.1K +255 +5%
TWP
1432
Tower Wealth Partners
Pennsylvania
$648K -$1.71K -15 -0.3%
CSPIA
1433
Cary Street Partners Investment Advisory
Virginia
$648K +$99.2K +870 +18%
IFAM
1434
Institutional & Family Asset Management
Colorado
$644K -$428K -3,759 -40%
PG
1435
Patten Group
Tennessee
$643K +$11.9K +104 +2%
PMG
1436
Private Management Group
California
$641K -$239K -2,100 -27%
KM
1437
Kalos Management
Georgia
$641K +$11.9K +104 +2%
SFCL
1438
Strengthening Families & Communities LLC
Massachusetts
$640K +$94.5K +829 New
LBC
1439
Lawrence B. Cohen
$639K +$636K +5,578 New
OWA
1440
One Wealth Advisors
California
$637K +$155K +1,356 +32%
WCWM
1441
Willow Creek Wealth Management
California
$633K – – –
SFP
1442
Strategic Financial Planning
Texas
$629K -$10.1K -89 -2%
QPWM
1443
Quadrant Private Wealth Management
Pennsylvania
$627K +$62K +544 +11%
RWP
1444
RWA Wealth Partners
Massachusetts
$624K +$12.2K +107 +2%
BI
1445
Ballast Inc
Kentucky
$622K +$79K +693 +15%
HCC
1446
Hirtle Callaghan & Co
Pennsylvania
$622K +$619K +5,430 New
ST
1447
Somerset Trust
Pennsylvania
$619K – – –
MA
1448
MONECO Advisors
Connecticut
$617K +$115K +1,009 +21%
GHA
1449
GW Henssler & Associates
Georgia
$615K +$613K +5,375 New
CCT
1450
Capital City Trust
Florida
$614K -$25.5K -224 -4%
56 57
58
59 60