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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1501
Parkside Advisors
California
$245K +$219K +2,664 New
PCAP
1502
Pratt Collard Advisory Partners
New York
$244K +$218K +2,653 New
CPSC
1503
Carl P. Sherr & Co
Massachusetts
$244K +$218K +2,659 New
EWA
1504
Evolution Wealth Advisors
Florida
$242K – – –
WCFA
1505
Walkner Condon Financial Advisors
Wisconsin
$242K +$216K +2,632 New
F
1506
F3Logic
Minnesota
$241K -$1.77M -21,547 -89%
MAG
1507
MRA Advisory Group
New Jersey
$241K +$216K +2,625 New
PL
1508
Plancorp LLC
Missouri
$240K -$176K -2,139 -45%
IPW
1509
Inlet Private Wealth
Florida
$239K +$214K +2,600 New
QWM
1510
QP Wealth Management
New Jersey
$239K +$214K +2,600 New
CWM
1511
Concentric Wealth Management
California
$239K +$214K +2,603 New
SCM
1512
Seascape Capital Management
New Hampshire
$238K +$213K +2,594 New
CLOS
1513
Compagnie Lombard Odier SCmA
Switzerland
$236K +$22.4K +273 +12%
MPW
1514
Monterey Private Wealth
California
$234K +$209K +2,543 New
BCA
1515
Bay Colony Advisors
Massachusetts
$234K +$209K +2,548 New
CFA
1516
Camarda Financial Advisors
Florida
$234K +$210K +2,550 New
SAM
1517
Secure Asset Management
Michigan
$233K +$208K +2,537 New
BRWM
1518
B. Riley Wealth Management
Tennessee
$231K +$207K +2,516 New
TAM
1519
Tealwood Asset Management
Minnesota
$230K +$206K +2,503 New
TCM
1520
TD Capital Management
Tennessee
$229K +$59.3K +722 +41%
PP
1521
Prosperity Planning
Missouri
$229K +$205K +2,493 New
AAP
1522
Arax Advisory Partners
Colorado
$228K -$3.12K -38 -2%
VCM
1523
Vigilant Capital Management
Maine
$228K +$103K +1,255 +103%
HBWM
1524
Hollow Brook Wealth Management
New York
$227K -$150K -1,822 -42%
BAM
1525
Barrett Asset Management
New York
$227K +$20.9K +255 +11%
59 60
61
62 63