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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1451
Oakworth Capital
Alabama
$649K +$6.43K +67 +1%
WFA
1452
Wells Financial Advisors
Massachusetts
$648K +$267K +2,783 +69%
RW
1453
Regimen Wealth
Georgia
$647K +$656K +6,837 New
BC
1454
Barrett & Company
Rhode Island
$647K – – –
GWM
1455
Greenhouse Wealth Management
Connecticut
$644K +$22K +229 +3%
RWM
1456
Rockwood Wealth Management
Pennsylvania
$642K -$10.5K -109 -2%
IA
1457
Insight Advisors
Pennsylvania
$638K -$17.3K -180 -3%
ME
1458
McIlrath & Eck
Washington
$637K +$134K +1,394 +26%
WPC
1459
Waters Parkerson & Co
Louisiana
$637K – – –
HA
1460
HFG Advisors
Ohio
$637K +$93.7K +977 +17%
LCC
1461
Lincoln Capital Corp
Rhode Island
$634K +$4.99K +52 +0.8%
LWCFA
1462
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$632K -$10.3K -107 -2%
GCA
1463
Gradient Capital Advisors
California
$632K +$288 +3 +0%
PCS
1464
Personal CFO Solutions
New Jersey
$632K -$132K -1,378 -18%
SFG
1465
Sather Financial Group
Texas
$631K – – –
CT
1466
Colonial Trust
South Carolina
$630K +$34.6K +361 +6%
EWP
1467
Engrave Wealth Partners
Texas
$630K +$127K +1,329 +27%
AAMC
1468
Asset Allocation & Management Company
Illinois
$629K – – –
JCM
1469
Jacobi Capital Management
Pennsylvania
$627K -$18.9K -197 -3%
PCM
1470
Perritt Capital Management
Illinois
$627K – – –
SSW
1471
Smith Shellnut Wilson
Mississippi
$623K +$631K +6,582 New
BB
1472
Berkshire Bank
Massachusetts
$621K -$112K -1,168 -15%
AA
1473
Argent Advisors
Louisiana
$620K +$2.59K +27 +0.4%
BFA
1474
Bragg Financial Advisors
North Carolina
$617K – – –
MWA
1475
MFA Wealth Advisors
Pennsylvania
$617K +$625K +6,520 New
57 58
59
60 61