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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
1426
White Lighthouse Investment Management
Massachusetts
$643K -$52.3K -523 -7%
LCC
1427
Lincoln Capital Corp
Rhode Island
$643K -$5.2K -52 -0.8%
TWP
1428
Total Wealth Planning
Ohio
$642K -$28.2K -282 -4%
AAMC
1429
Asset Allocation & Management Company
Illinois
$642K – – –
PCM
1430
Perritt Capital Management
Illinois
$641K – – –
CWM
1431
Calamos Wealth Management
Illinois
$640K -$1.98M -19,842 -75%
GAM
1432
Gemmer Asset Management
California
$637K +$67.4K +674 +11%
BB
1433
Berkshire Bank
Massachusetts
$635K – – –
MWM
1434
McNaughton Wealth Management
California
$635K +$23.9K +239 +4%
MWM
1435
Maripau Wealth Management
Indiana
$634K -$12.9K -129 -2%
SSW
1436
Smith Shellnut Wilson
Mississippi
$634K -$2.2K -22 -0.3%
IA
1437
Insight Advisors
Pennsylvania
$634K -$20K -200 -3%
AA
1438
Argent Advisors
Louisiana
$633K – – –
BFS
1439
Bradley Foster & Sargent
Connecticut
$632K +$23.3K +233 +4%
LNB
1440
Ledyard National Bank
$631K +$212K +2,120 +48%
ACM
1441
Advisors Capital Management
New Jersey
$631K +$53.7K +537 +9%
BFA
1442
Bragg Financial Advisors
North Carolina
$631K – – –
LMKC
1443
L.M. Kohn & Company
Ohio
$626K +$93.3K +933 +17%
SVWAG
1444
Sound View Wealth Advisors Group
Georgia
$625K -$412K -4,122 -39%
RZH
1445
Relyea Zuckerberg Hanson
Connecticut
$623K +$3.5K +35 +0.5%
RWM
1446
Rockwood Wealth Management
Pennsylvania
$623K -$33.9K -339 -5%
HVIA
1447
Hudson Valley Investment Advisors
New York
$621K -$67.9K -679 -10%
FA
1448
Financial Advisors
Massachusetts
$621K +$100 +1 +0%
HWA
1449
Hillcrest Wealth Advisors
New Jersey
$621K – – –
FPB
1450
First PREMIER Bank
South Dakota
$620K +$218K +2,185 +52%
56 57
58
59 60