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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
1501
Investment Research & Advisory Group
Georgia
$35K +$33.4K +415 New
NG
1502
NWK Group
California
$35K +$34K +423 New
TFA
1503
Toth Financial Advisory
Virginia
$34K +$6.68K +83 +26%
AIM
1504
Anchor Investment Management
South Carolina
$33.6K – – –
VCM
1505
Vigilant Capital Management
Maine
$32K -$127K -1,574 -80%
CICI
1506
Capital Investment Counsel Inc
North Carolina
$32K – – –
RMC
1507
Resources Management Corp
Connecticut
$32K – – –
IFAM
1508
Institutional & Family Asset Management
Colorado
$31K +$29.4K +365 New
MAM
1509
Meeder Asset Management
Ohio
$30K -$4.67K -58 -14%
CFG
1510
Capstone Financial Group
Oklahoma
$30K +$29.1K +362 New
LWA
1511
Lenox Wealth Advisors
New York
$29K -$31.9K -396 -54%
CDIA
1512
Capital Directions Investment Advisors
Georgia
$29K – – –
LWA
1513
Lowe Wealth Advisors
Maryland
$29K +$1.29K +16 +5%
EK
1514
Evensky & Katz
Florida
$28K -$805 -10 -3%
PCTC
1515
Perkins Coie Trust Company
Washington
$28K – – –
LWM
1516
Lenox Wealth Management
Ohio
$28K +$8.45K +105 +47%
FPFS
1517
First Personal Financial Services
North Carolina
$28K +$19.1K +238 +264%
HWA
1518
Heritage Wealth Advisors
Virginia
$27.2K – – –
FPS
1519
Fieldpoint Private Securities
Connecticut
$27K – – –
FCMT
1520
Founders Capital Management (Texas)
Texas
$27K – – –
TCM
1521
Tradewinds Capital Management
Washington
$27K – – –
ACA
1522
Atlas Capital Advisors
Wyoming
$25.2K – – –
RTC
1523
Riverview Trust Company
Washington
$25K – – –
CP
1524
Covenant Partners
Tennessee
$25K +$24.1K +300 New
CHAM
1525
Clear Harbor Asset Management
Connecticut
$23.8K +$22.8K +284 New
59 60
61
62 63