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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1526
Compass Ion Advisors
Pennsylvania
$304K +$65.5K +626 +29%
HPA
1527
High Probability Advisors
New York
$303K – – –
EA
1528
Ellsworth Advisors
Ohio
$303K +$7.85K +75 +3%
HDIM
1529
Hanson & Doremus Investment Management
Vermont
$302K – – –
LAIC
1530
Lederer & Associates Investment Counsel
California
$302K – – –
GC
1531
Gratus Capital
Georgia
$299K +$288K +2,753 New
SWMP
1532
Signature Wealth Management Partners
New Jersey
$297K -$82.4K -787 -22%
AWM
1533
Aries Wealth Management
Maine
$296K – – –
IP
1534
Investment Partners
Ohio
$295K +$285K +2,718 New
CAG
1535
Curtis Advisory Group
California
$294K – – –
IIM
1536
Ipswich Investment Management
Massachusetts
$294K +$3.66K +35 +1%
F
1537
F3Logic
Minnesota
$294K +$9.94K +95 +4%
DMC
1538
Drexel Morgan & Co
Pennsylvania
$293K – – –
SCM
1539
Stordahl Capital Management
Colorado
$291K – – –
AMM
1540
American Money Management
California
$290K -$88.7K -847 -24%
PA
1541
Parkside Advisors
California
$289K – – –
BWM
1542
BCGM Wealth Management
Indiana
$288K – – –
PCAP
1543
Pratt Collard Advisory Partners
New York
$288K – – –
PTC
1544
Philadelphia Trust Company
Pennsylvania
$287K -$2.82M -26,965 -91%
TCMP
1545
Thrive Capital Management (Pennsylvania)
Pennsylvania
$287K +$277K +2,642 New
CPSC
1546
Carl P. Sherr & Co
Massachusetts
$286K -$2.51K -24 -0.9%
EWA
1547
Evolution Wealth Advisors
Florida
$285K – – –
PL
1548
Plancorp LLC
Missouri
$284K – – –
PP
1549
Prosperity Planning
Missouri
$284K +$13.1K +125 +5%
BAMG
1550
Brand Asset Management Group
Missouri
$284K +$188K +1,800 +220%
60 61
62
63 64