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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PTB
1476
Pioneer Trust Bank
Oregon
$745K +$77.1K +721 +12%
SAM
1477
Strategy Asset Managers
California
$745K +$279K +2,609 +54%
GDP
1478
Great Diamond Partners
Maine
$744K -$61.2K -572 -8%
CSWM
1479
Cassady Schiller Wealth Management
Ohio
$743K -$31.1K -291 -4%
CM
1480
Columbus Macro
Pennsylvania
$739K +$78.4K +733 +12%
PCS
1481
Personal CFO Solutions
New Jersey
$738K +$26.2K +245 +4%
JBA
1482
Johnson Bixby & Associates
Washington
$738K -$27.9K -261 -4%
WAM
1483
Worth Asset Management
Texas
$737K +$739K +6,910 New
EB
1484
Emprise Bank
Kansas
$736K -$99.7K -932 -12%
M
1485
MOTCO
Texas
$736K +$119K +1,111 +19%
BFS
1486
Bradley Foster & Sargent
Connecticut
$733K -$17.1K -160 -2%
MWA
1487
Motive Wealth Advisors
Michigan
$726K -$1.07K -10 -0.1%
LCM
1488
LVM Capital Management
Michigan
$726K -$1.28K -12 -0.2%
WPC
1489
Waters Parkerson & Co
Louisiana
$724K +$5.99K +56 +0.8%
MSFS
1490
Main Street Financial Solutions
Pennsylvania
$721K +$428 +4 +0.1%
BWM
1491
BKM Wealth Management
Wisconsin
$721K +$1.39K +13 +0.2%
TWG
1492
The Wealth Group
Minnesota
$720K -$535 -5 -0.1%
WLIM
1493
White Lighthouse Investment Management
Massachusetts
$716K -$2.46K -23 -0.3%
CW
1494
CreativeOne Wealth
Kansas
$715K -$806K -7,538 -53%
SFG
1495
Sather Financial Group
Texas
$714K +$2.89K +27 +0.4%
SC
1496
Sierra Capital
Florida
$714K -$104K -973 -13%
IP
1497
Ignite Planners
California
$713K +$21.4K +200 +3%
LNB
1498
Ledyard National Bank
$711K -$32K -299 -4%
PCM
1499
Perritt Capital Management
Illinois
$709K +$321 +3 +0%
EWM
1500
Endowment Wealth Management
Wisconsin
$705K +$114K +1,070 +19%
58 59
60
61 62