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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1501
Penobscot Wealth Management
Maine
$332K +$328K +2,942 New
3LCM
1502
3D/L Capital Management
Connecticut
$331K +$52.1K +467 +19%
SSC
1503
Syverson Strege & Co
Iowa
$329K – – –
NEWAS
1504
N.E.W. Advisory Services
Wisconsin
$325K -$85.4K -766 -21%
MC
1505
Martin & Co
Tennessee
$325K -$2.23K -20 -0.7%
GP
1506
Girard Partners
Pennsylvania
$325K – – –
BFG
1507
Beacon Financial Group
Texas
$324K -$39K -350 -10%
CWM
1508
Circle Wealth Management
New Jersey
$323K +$781 +7 +0.2%
BAM
1509
Barrett Asset Management
New York
$322K – – –
DIP
1510
DT Investment Partners
Pennsylvania
$322K – – –
AIM
1511
Axiom Investment Management
New York
$321K – – –
EP
1512
EPIQ Partners
Minnesota
$321K – – –
B
1513
Brightworth
Georgia
$321K +$90.8K +814 +40%
IAA
1514
Independent Advisor Alliance
North Carolina
$320K -$377K -3,381 -54%
IIM
1515
Ipswich Investment Management
Massachusetts
$320K +$13.6K +122 +4%
TW
1516
TrinityPoint Wealth
Connecticut
$319K -$13.9K -125 -4%
CWA
1517
Clearview Wealth Advisors
Oregon
$316K -$67.7K -607 -18%
RRC
1518
Relaxing Retirement Coach
Massachusetts
$315K -$94.9K -851 -23%
SFP
1519
Sandbox Financial Partners
Maryland
$315K +$311K +2,787 New
ANBT
1520
American National Bank & Trust
Texas
$314K -$3.9K -35 -1%
LAIC
1521
Lederer & Associates Investment Counsel
California
$314K – – –
FPCG
1522
Fort Pitt Capital Group
Pennsylvania
$314K +$68.5K +614 +28%
IC
1523
Inscription Capital
Texas
$313K -$2.33M -20,924 -88%
AP
1524
Appleton Partners
Massachusetts
$313K -$13.9K -125 -4%
KTC
1525
Kistler-Tiffany Companies
Pennsylvania
$313K -$12.2K -109 -4%
59 60
61
62 63