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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1476
Linker Capital Management
Kentucky
$573K +$570K +5,000 New
CSWM
1477
Cassady Schiller Wealth Management
Ohio
$572K +$569K +4,992 New
KFS
1478
Kelly Financial Services
Massachusetts
$572K +$151K +1,324 +36%
LSPW
1479
Lake Street Private Wealth
Illinois
$569K +$114K +1,001 +25%
GC
1480
GFG Capital
Florida
$568K +$62.1K +545 +12%
SYBT
1481
Stock Yards Bank & Trust
Kentucky
$566K +$65.9K +578 +13%
CIA
1482
Compass Ion Advisors
Pennsylvania
$565K +$120K +1,049 +27%
AF
1483
Alerus Financial
North Dakota
$563K – – –
NB
1484
NBT Bank
New York
$562K – – –
M
1485
MOTCO
Texas
$559K -$155K -1,362 -22%
GAM
1486
Gemmer Asset Management
California
$559K -$456 -4 -0.1%
NL
1487
NVWM LLC
Pennsylvania
$559K +$539K +4,732 +3,155%
CIAS
1488
CBIZ Investment Advisory Services
Ohio
$558K +$556K +4,875 New
SEP
1489
Southland Equity Partners
Missouri
$558K -$342 -3 -0.1%
LCM
1490
Leisure Capital Management
California
$555K +$63K +553 +13%
SMG
1491
Smart Money Group
Texas
$552K -$22.3K -196 -4%
WWM
1492
Wolff Wiese Magana
California
$546K +$17.8K +156 +3%
RRWA
1493
Rainey & Randall Wealth Advisors
Florida
$543K +$41.7K +366 +8%
CG
1494
Caprock Group
Idaho
$543K +$65.1K +571 +14%
OWA
1495
Octavia Wealth Advisors
Ohio
$542K +$133K +1,163 +33%
CP
1496
Cumberland Partners
Ontario, Canada
$540K -$476K -4,179 -47%
GI
1497
GS Investments
Minnesota
$540K +$5.81K +51 +1%
SP
1498
Successful Portfolios
Florida
$540K +$8.32K +73 +2%
VAS
1499
Vestmark Advisory Solutions
Massachusetts
$540K +$64.4K +565 +14%
AIM
1500
Alhambra Investment Management
Florida
$539K -$129K -1,128 -19%
58 59
60
61 62