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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1451
Allegheny Financial Group
Pennsylvania
$381K +$1.54K +14 +0.4%
LWP
1452
Lumature Wealth Partners
Georgia
$380K -$4.63K -42 -1%
MAA
1453
Matrix Asset Advisors
New York
$378K +$175K +1,587 +85%
SFP
1454
Shepherd Financial Partners
Massachusetts
$378K +$381K +3,458 New
AIA
1455
Angeles Investment Advisors
California
$377K +$380K +3,455 New
OWM
1456
Orgel Wealth Management
Wisconsin
$375K – – –
BWP
1457
Bernardo Wealth Planning
Pennsylvania
$375K +$8.26K +75 +2%
CS
1458
Cannell & Spears
New York
$374K – – –
SFG
1459
Sovereign Financial Group
Connecticut
$371K -$45.4K -412 -11%
PCM
1460
Poehling Capital Management
Wisconsin
$370K -$12.9K -117 -3%
CGFA
1461
Colton Groome Financial Advisors
North Carolina
$370K – – –
MAP
1462
Milestone Advisory Partners
North Carolina
$370K – – –
GWS
1463
Glassman Wealth Services
Virginia
$369K -$55.1K -500 -13%
OC
1464
Oarsman Capital
Wisconsin
$369K +$6.06K +55 +2%
WCFA
1465
Walkner Condon Financial Advisors
Wisconsin
$369K +$6.72K +61 +2%
VI
1466
Vestcor Inc
New Brunswick, Canada
$368K – – –
SWM
1467
Southern Wealth Management
Texas
$364K -$35.5K -322 -9%
DWM
1468
Doyle Wealth Management
Florida
$364K +$19.3K +175 +6%
CFA
1469
Camarda Financial Advisors
Florida
$363K – – –
TA
1470
TruWealth Advisors
Louisiana
$360K -$32.5K -295 -8%
EHC
1471
Everett Harris & Co
California
$360K -$22K -200 -6%
AWA
1472
Acorn Wealth Advisors
Michigan
$359K -$11K -100 -3%
VC
1473
Vicus Capital
Pennsylvania
$358K -$32K -291 -8%
LOPW
1474
Live Oak Private Wealth
North Carolina
$358K +$4.29K +39 +1%
BFG
1475
Berger Financial Group
Minnesota
$357K – – –
57 58
59
60 61