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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1526
Shepherd Financial Partners
Massachusetts
$556K +$2.49K +26 +0.4%
PPWP
1527
Proquility Private Wealth Partners
Nevada
$554K -$276K -2,882 -33%
EWA
1528
Exencial Wealth Advisors
Oklahoma
$554K -$79.2K -826 -12%
TFA
1529
Triad Financial Advisors
North Carolina
$552K +$4.41K +46 +0.8%
TA
1530
Trellis Advisors
Washington
$551K – – –
KA
1531
Kearns & Associates
California
$550K – – –
CC
1532
Copperleaf Capital
North Carolina
$549K -$316K -3,291 -36%
TWP
1533
Tower Wealth Partners
Pennsylvania
$549K -$4.03K -42 -0.7%
AAMA
1534
Advanced Asset Management Advisors
Ohio
$547K – – –
LCM
1535
Leisure Capital Management
California
$546K +$88K +918 +19%
PAM
1536
Private Asset Management
California
$540K -$2.4K -25 -0.4%
DCM
1537
Donaldson Capital Management
Indiana
$540K -$48.4K -505 -8%
CWP
1538
Curated Wealth Partners
California
$539K -$21.5K -224 -4%
DI
1539
DDFG Inc
California
$536K +$544K +5,669 New
HNWA
1540
Henrickson Nauta Wealth Advisors
Michigan
$536K -$959 -10 -0.2%
WPC
1541
White Pine Capital
Minnesota
$534K +$17.9K +187 +3%
CCWM
1542
Cassaday & Co Wealth Management
Virginia
$533K +$540K +5,628 New
WCWM
1543
Willow Creek Wealth Management
California
$531K +$26.1K +272 +5%
MWM
1544
MY Wealth Management
Maryland
$528K +$535K +5,578 New
SW
1545
StrongBox Wealth
Missouri
$528K -$8.82K -92 -2%
PWP
1546
Principle Wealth Partners
Connecticut
$528K -$5.08K -53 -0.9%
BWCS
1547
Beirne Wealth Consulting Services
Connecticut
$528K -$82.1K -856 -13%
LMKC
1548
L.M. Kohn & Company
Ohio
$524K +$19.5K +203 +4%
VCP
1549
Vista Capital Partners
Oregon
$524K – – –
ICG
1550
InterOcean Capital Group
Tennessee
$522K -$79K -824 -13%
60 61
62
63 64