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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1501
Advisors Capital Management
New Jersey
$547K -$98.2K -1,031 -16%
VWM
1502
Venturi Wealth Management
Texas
$546K -$87.2M -915,456 -99%
LWM
1503
Liberty Wealth Management
California
$545K -$139K -1,464 -21%
CIA
1504
Compass Ion Advisors
Pennsylvania
$544K +$10.5K +110 +2%
KTA
1505
Keeley-Teton Advisors
Illinois
$541K – – –
ZB
1506
Zions Bancorporation
Utah
$541K -$78.6K -825 -13%
VCP
1507
Vista Capital Partners
Oregon
$539K -$6.57K -69 -1%
SFP
1508
Strategic Financial Planning
Texas
$539K – – –
WWM
1509
Wolff Wiese Magana
California
$537K +$16.2K +170 +3%
HPA
1510
High Probability Advisors
New York
$537K +$163K +1,710 +46%
GHA
1511
GW Henssler & Associates
Georgia
$536K -$10.6K -111 -2%
WCWM
1512
Willow Creek Wealth Management
California
$535K – – –
NPT
1513
Nixon Peabody Trust
Massachusetts
$532K -$1.1M -11,565 -68%
SAM
1514
SP Asset Management
California
$532K +$1.81K +19 +0.4%
BB
1515
Berkshire Bank
Massachusetts
$529K -$120K -1,257 -19%
MCM
1516
McRae Capital Management
New Jersey
$529K -$857 -9 -0.2%
AAG
1517
Armstrong Advisory Group
Massachusetts
$528K – – –
AA
1518
Advisory Alpha
Michigan
$525K +$56.3K +591 +13%
TA
1519
Tiedemann Advisors
New York
$525K +$251K +2,634 +100%
PMFA
1520
Plante Moran Financial Advisors
Michigan
$522K – – –
FLA
1521
Financial Life Advisors
Texas
$520K -$1.15M -12,084 -70%
NFP
1522
Narus Financial Partners
Utah
$519K -$7.43K -78 -1%
LFG
1523
Larson Financial Group
Missouri
$519K -$627K -6,589 -56%
DACG
1524
Donor Advised Charitable Giving
California
$518K +$26.6K +279 +6%
KIA
1525
KCM Investment Advisors
California
$518K -$11.8K -124 -2%
59 60
61
62 63