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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1501
CreativeOne Wealth
Kansas
– -$371K -4,430 Closed
CL
1502
CPWM LLC
Washington
– -$358K -4,274 Closed
B
1503
Brightworth
Georgia
– -$341K -4,063 Closed
ECG
1504
Edge Capital Group
Georgia
– -$340K -4,052 Closed
CST
1505
Charles Schwab Trust
Nevada
– -$330K -3,932 Closed
BS
1506
Boenning & Scattergood
Pennsylvania
– -$329K -3,928 Closed
CPC
1507
Congress Park Capital
New York
– -$324K -3,862 Closed
AWE
1508
Avidian Wealth Enterprises
Texas
– -$323K -3,856 Closed
DWM
1509
Dakota Wealth Management
Florida
– -$322K -3,839 Closed
NAS
1510
Nicolet Advisory Services
Wisconsin
– -$316K -3,765 Closed
LBD
1511
Landsberg Bennett & Dubbaneh
Florida
– -$306K -3,659 Closed
ACA
1512
Ascension Capital Advisors
Texas
– -$302K -3,597 Closed
LFPWM
1513
Leicht Financial Planning & Wealth Management
New Jersey
– -$299K -3,565 Closed
KCM
1514
Karp Capital Management
California
– -$297K -3,547 Closed
IP
1515
Investment Partners
Ohio
– -$295K -3,519 Closed
CIM
1516
Confluence Investment Management
Missouri
– -$275K -3,515 Closed
VAM
1517
Verity Asset Management
North Carolina
– -$293K -3,490 Closed
HFA
1518
Hoover Financial Advisors
Pennsylvania
– -$291K -3,475 Closed
AWMG
1519
Alliance Wealth Management Group
New Jersey
– -$289K -3,473 Closed
HBWM
1520
Hollow Brook Wealth Management
New York
– -$291K -3,466 Closed
AFAS
1521
Acorn Financial Advisory Services
Virginia
– -$289K -3,434 Closed
CCM
1522
Coe Capital Management
Illinois
– -$286K -3,410 Closed
BFG
1523
Barber Financial Group
Kansas
– -$285K -3,405 Closed
CPSC
1524
Carl P. Sherr & Co
Massachusetts
– -$285K -3,396 Closed
MAP
1525
Milestone Advisory Partners
North Carolina
– -$284K -3,386 Closed
59 60
61
62 63