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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1526
Principle Wealth Partners
Connecticut
$313K +$52K +466 +20%
EA
1527
Ellsworth Advisors
Ohio
$310K -$5.69K -51 -2%
HGWM
1528
Horst & Graben Wealth Management
Oregon
$310K +$30.9K +277 +11%
RWG
1529
Regal Wealth Group
California
$308K -$18.6K -167 -6%
IP
1530
Investment Partners
Ohio
$307K – – –
CAG
1531
Curtis Advisory Group
California
$306K – – –
DMC
1532
Drexel Morgan & Co
Pennsylvania
$305K – – –
NAG
1533
Northstar Advisory Group
New Jersey
$304K -$2.1M -18,800 -87%
CIA
1534
Compass Ion Advisors
Pennsylvania
$304K -$11.8K -106 -4%
AWM
1535
Aries Wealth Management
Maine
$304K – – –
SCM
1536
Stordahl Capital Management
Colorado
$303K – – –
MWM
1537
Merriman Wealth Management
Washington
$301K -$56.2K -504 -16%
PA
1538
Parkside Advisors
California
$301K – – –
CTA
1539
Colonial Trust Advisors
South Carolina
$301K +$297K +2,665 New
CWMU
1540
Caliber Wealth Management (Utah)
Utah
$300K -$248K -2,222 -46%
PCAP
1541
Pratt Collard Advisory Partners
New York
$300K – – –
WP
1542
WealthPLAN Partners
Nebraska
$299K +$15.5K +139 +6%
CPSC
1543
Carl P. Sherr & Co
Massachusetts
$298K – – –
PTC
1544
Philadelphia Trust Company
Pennsylvania
$298K – – –
EWA
1545
Evolution Wealth Advisors
Florida
$297K – – –
BWM
1546
BCGM Wealth Management
Indiana
$297K +$112 +1 +0%
GC
1547
Gratus Capital
Georgia
$296K -$15.1K -135 -5%
BAMG
1548
Brand Asset Management Group
Missouri
$296K – – –
KCM
1549
Kathmere Capital Management
Pennsylvania
$296K +$24.5K +220 +9%
AMM
1550
American Money Management
California
$295K -$7.47K -67 -3%
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