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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1501
Outlook Wealth Advisors
Texas
$719K -$26.6K -276 -4%
BFA
1502
Bragg Financial Advisors
North Carolina
$718K +$10.6K +110 +2%
IA
1503
Insight Advisors
Pennsylvania
$713K -$1.35K -14 -0.2%
AA
1504
Argent Advisors
Louisiana
$713K – – –
NWM
1505
Napa Wealth Management
California
$712K +$634K +6,574 New
IP
1506
Ignite Planners
California
$710K -$289 -3 -0%
LWCFA
1507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$709K -$183K -1,895 -22%
QCM
1508
Quantinno Capital Management
New York
$708K +$630K +6,539 New
FPB
1509
First PREMIER Bank
South Dakota
$706K – – –
WLIM
1510
White Lighthouse Investment Management
Massachusetts
$698K -$26.5K -275 -4%
TI
1511
Truepoint Inc
Ohio
$698K -$85.7K -889 -12%
AIS
1512
American Investment Services
Massachusetts
$697K -$1.93K -20 -0.3%
LCC
1513
Lincoln Capital Corp
Rhode Island
$697K +$1.16K +12 +0.2%
BLC
1514
Brown, Lisle/Cummings
Rhode Island
$697K +$9.93K +103 +2%
AIA
1515
Angeles Investment Advisors
California
$696K +$145K +1,505 +31%
SCA
1516
Sandy Cove Advisors
Massachusetts
$694K +$318K +3,303 +106%
MSFS
1517
Main Street Financial Solutions
Pennsylvania
$694K +$578 +6 +0.1%
TFM
1518
Trademark Financial Management
Minnesota
$692K +$616K +6,391 New
PT
1519
Plimoth Trust
Massachusetts
$685K +$160K +1,655 +35%
TGCMU
1520
Titan Global Capital Management USA
New York
$685K -$919K -9,531 -60%
FCM
1521
Firestone Capital Management
Florida
$683K -$2.89K -30 -0.5%
MWM
1522
MY Wealth Management
Maryland
$683K +$1.25K +13 +0.2%
GCA
1523
Gradient Capital Advisors
California
$682K -$30.2K -313 -5%
SPIO
1524
Seven Post Investment Office
California
$682K -$243K -2,523 -29%
CFS
1525
Commonwealth Financial Services
West Virginia
$682K -$578 -6 -0.1%
59 60
61
62 63