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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1501
Beacon Financial Group
Texas
$334K – – –
AIP
1502
ARS Investment Partners
New York
$333K – – –
FMTC
1503
Farmers & Merchants Trust Company
California
$332K – – –
CGPCS
1504
Capital Group Private Client Services
California
$332K +$335K +3,041 New
TW
1505
Towerpoint Wealth
California
$331K – – –
AWA
1506
Alta Wealth Advisors
Massachusetts
$331K +$7.82K +71 +2%
GWM
1507
Gray Wealth Management
Maine
$328K -$58.2K -529 -15%
SCM
1508
Shelton Capital Management
Colorado
$328K – – –
WB
1509
Webster Bank
Connecticut
$328K – – –
PTC
1510
Philadelphia Trust Company
Pennsylvania
$328K +$40.2K +365 +14%
EWA
1511
Evolution Wealth Advisors
Florida
$326K +$39.6K +360 +14%
NFSG
1512
Newbridge Financial Services Group
Florida
$326K +$187K +1,697 +131%
MJRIC
1513
Mogy Joel R Investment Counsel
California
$325K – – –
PWM
1514
Penobscot Wealth Management
Maine
$323K +$1.43K +13 +0.4%
IAA
1515
Independent Advisor Alliance
North Carolina
$322K +$13K +118 +4%
KCM
1516
Kathmere Capital Management
Pennsylvania
$322K +$36.3K +330 +13%
SSC
1517
Syverson Strege & Co
Iowa
$318K – – –
PWP
1518
Principle Wealth Partners
Connecticut
$318K +$15.9K +144 +5%
FFA
1519
Founders Financial Alliance
North Carolina
$317K +$34.9K +317 +12%
HCM
1520
Hodges Capital Management
Texas
$317K +$319K +2,899 New
SFP
1521
Sandbox Financial Partners
Maryland
$315K +$11.2K +102 +4%
CWM
1522
Circle Wealth Management
New Jersey
$312K – – –
BWM
1523
BCGM Wealth Management
Indiana
$312K +$7.05K +64 +2%
EP
1524
EPIQ Partners
Minnesota
$310K – – –
EBSAM
1525
Eubel Brady & Suttman Asset Management
Ohio
$308K +$103K +938 +50%
59 60
61
62 63