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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
1501
Trust Point Inc
Wisconsin
$702K – – –
AA
1502
Argent Advisors
Louisiana
$702K – – –
CPA
1503
Capital Planning Advisors
California
$695K -$1.35M -12,647 -66%
SVWAG
1504
Sound View Wealth Advisors Group
Georgia
$693K -$319K -2,978 -31%
FPB
1505
First PREMIER Bank
South Dakota
$692K -$1.82K -17 -0.3%
LCC
1506
Lincoln Capital Corp
Rhode Island
$687K – – –
BLC
1507
Brown, Lisle/Cummings
Rhode Island
$687K +$107 +1 +0%
GCA
1508
Gradient Capital Advisors
California
$682K +$107 +1 +0%
TI
1509
Truepoint Inc
Ohio
$681K +$38.2K +357 +6%
TFGT
1510
TS Financial Group (TSFG)
Illinois
$680K -$536K -5,007 -44%
TVAMP
1511
Tennessee Valley Asset Management Partners
Tennessee
$678K -$27.7K -259 -4%
OAS
1512
Optivise Advisory Services
Tennessee
$677K +$679K +6,351 New
WE
1513
Wealth Effects
Massachusetts
$677K -$66.4K -621 -9%
FCM
1514
Firestone Capital Management
Florida
$677K +$963 +9 +0.1%
OWA
1515
Outlook Wealth Advisors
Texas
$676K -$5.56K -52 -0.8%
WCM
1516
WealthBridge Capital Management
Ohio
$676K -$35.6K -333 -5%
SPIO
1517
Seven Post Investment Office
California
$672K – – –
MAM
1518
MMA Asset Management
Pennsylvania
$672K +$41.1K +384 +6%
PFA
1519
Professional Financial Advisors
Nebraska
$667K +$111K +1,035 +20%
AAG
1520
Armstrong Advisory Group
Massachusetts
$667K +$49.9K +466 +8%
GF
1521
GGM Financials
Ohio
$666K +$668K +6,248 New
CFS
1522
Commonwealth Financial Services
West Virginia
$665K -$4.49K -42 -0.7%
HWA
1523
Hillcrest Wealth Advisors
New Jersey
$664K – – –
BBW
1524
Blue Barn Wealth
Utah
$663K +$32K +299 +5%
AIS
1525
American Investment Services
Massachusetts
$662K -$5.88K -55 -0.9%
59 60
61
62 63