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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
1451
Northstar Advisory Group
New Jersey
$610K +$583K +6,122 New
ARIS
1452
Advanced Research Investment Solutions
California
$609K +$582K +6,115 New
SSW
1453
Smith Shellnut Wilson
Mississippi
$608K -$43.3K -455 -7%
HVIA
1454
Hudson Valley Investment Advisors
New York
$608K -$30.9K -325 -5%
PTC
1455
Philadelphia Trust Company
Pennsylvania
$605K – – –
WWP
1456
WR Wealth Planners
Missouri
$604K +$229K +2,402 +66%
PA
1457
Procyon Advisors
Connecticut
$599K -$36.2K -380 -6%
NLG
1458
New Legacy Group
New York
$598K – – –
EB
1459
Exchange Bank
California
$596K +$570K +5,982 New
1WA
1460
180 Wealth Advisors
Washington
$594K +$18.4K +193 +3%
WFA
1461
Wells Financial Advisors
Massachusetts
$594K -$80.9K -850 -12%
FWM
1462
FMB Wealth Management
California
$593K +$1.33K +14 +0.2%
OLA
1463
Oliver Luxxe Assets
New Jersey
$591K -$17.7K -186 -3%
DSA
1464
Droms Strauss Advisors
Missouri
$588K +$381 +4 +0.1%
PWP
1465
Perfromance Wealth Partners
Illinois
$587K -$1.33K -14 -0.2%
FNBTCON
1466
First National Bank & Trust Co of Newtown
Pennsylvania
$584K +$35.7K +375 +7%
TW
1467
Transform Wealth
Colorado
$583K -$98.9K -1,039 -15%
SFP
1468
Shepherd Financial Partners
Massachusetts
$583K -$2.57K -27 -0.5%
TA
1469
Trellis Advisors
Washington
$580K -$40.1K -421 -7%
PFA
1470
Professional Financial Advisors
Nebraska
$580K -$107K -1,123 -16%
CWM
1471
Centurion Wealth Management
Virginia
$579K -$292K -3,062 -34%
KA
1472
Kovack Advisors
Florida
$579K -$9.14K -96 -2%
KA
1473
Kearns & Associates
California
$579K – – –
TFA
1474
Triad Financial Advisors
North Carolina
$577K – – –
AAMA
1475
Advanced Asset Management Advisors
Ohio
$576K – – –
57 58
59
60 61