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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
1501
Mogy Joel R Investment Counsel
California
$323K – – –
WCFA
1502
Walkner Condon Financial Advisors
Wisconsin
$323K +$36.4K +348 +13%
CWM
1503
Collaborative Wealth Management
Florida
$323K +$314K +2,998 New
BI
1504
Blooom Inc
Kansas
$322K +$64.5K +616 +92%
FPWM
1505
FSB Premier Wealth Management
Iowa
$321K -$396K -3,780 -56%
TW
1506
TrinityPoint Wealth
Connecticut
$320K -$22.5K -215 -7%
AWA
1507
Alta Wealth Advisors
Massachusetts
$320K +$1.57K +15 +0.5%
MWM
1508
Madison Wealth Management
Ohio
$318K -$7.64K -73 -2%
AUB
1509
Atlantic Union Bankshares
Virginia
$316K -$5.23K -50 -2%
SSC
1510
Syverson Strege & Co
Iowa
$316K – – –
AP
1511
Appleton Partners
Massachusetts
$315K -$21.4K -204 -7%
MC
1512
Martin & Co
Tennessee
$314K -$60.8K -581 -17%
RWG
1513
Regal Wealth Group
California
$314K -$34.9K -333 -10%
GP
1514
Girard Partners
Pennsylvania
$312K -$151K -1,442 -33%
KTC
1515
Kistler-Tiffany Companies
Pennsylvania
$312K -$5.02K -48 -2%
DSA
1516
Droms Strauss Advisors
Missouri
$311K -$23.8K -227 -7%
DIP
1517
DT Investment Partners
Pennsylvania
$309K -$45.2K -432 -13%
BAM
1518
Barrett Asset Management
New York
$309K +$39.3K +375 +15%
CWM
1519
Circle Wealth Management
New Jersey
$309K +$67.5K +645 +29%
EP
1520
EPIQ Partners
Minnesota
$308K – – –
JGIA
1521
Jackson Grant Investment Advisers
Connecticut
$307K +$628 +6 +0.2%
MFS
1522
Madrona Financial Services
Washington
$307K +$296K +2,830 New
ANBT
1523
American National Bank & Trust
Texas
$306K -$8.48K -81 -3%
AIM
1524
Axiom Investment Management
New York
$306K +$131K +1,254 +80%
IWP
1525
IAG Wealth Partners
Wisconsin
$305K -$73.9K -706 -20%
59 60
61
62 63