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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1526
Whalerock Point Partners
Rhode Island
$399K -$92.2K -927 -18%
PCM
1527
Palisade Capital Management
New Jersey
$399K +$895 +9 +0.2%
RFWA
1528
RPg Family Wealth Advisory
Massachusetts
$397K -$29.8K -300 -7%
HBWM
1529
Hollow Brook Wealth Management
New York
$397K – – –
GAMC
1530
Garner Asset Management Corp
Texas
$397K +$895 +9 +0.2%
CWS
1531
Confluence Wealth Services
Pennsylvania
$397K +$183K +1,840 +92%
FM
1532
Foster & Motley
Ohio
$396K -$28K -282 -6%
LA
1533
Latitude Advisors
Florida
$394K -$776K -7,806 -65%
SRC
1534
Sage Rhino Capital
California
$392K – – –
PHIC
1535
Pine Haven Investment Counsel
Massachusetts
$391K -$9.95K -100 -2%
BTWM
1536
Baker Tilly Wealth Management
Wisconsin
$389K +$12.1K +122 +3%
MCM
1537
Mitchell Capital Management
Kansas
$388K +$5.77K +58 +1%
GFPC
1538
Global Financial Private Client
Florida
$388K -$128K -1,285 -24%
SMG
1539
Smart Money Group
Texas
$386K -$17K -171 -4%
IWA
1540
Intercontinental Wealth Advisors
Texas
$386K – – –
GWS
1541
Glassman Wealth Services
Virginia
$386K +$69.4K +698 +20%
IWN
1542
Independent Wealth Network
Iowa
$384K -$11.4K -115 -3%
SWM
1543
Southern Wealth Management
Texas
$384K +$7.66K +77 +2%
AP
1544
Appleton Partners
Massachusetts
$383K +$82.4K +829 +25%
TFA
1545
Teamwork Financial Advisors
Texas
$383K +$412K +4,139 New
LFG
1546
Lockerman Financial Group
California
$382K -$46.8K -471 -10%
OFG
1547
OmniStar Financial Group
North Carolina
$381K -$181K -1,815 -31%
SWM
1548
Segment Wealth Management
Texas
$381K – – –
LF
1549
Lantz Financial
Illinois
$380K -$766K -7,703 -65%
MMM
1550
Mendel Money Management
Illinois
$379K -$38.2K -384 -9%
60 61
62
63 64