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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1526
KCM Investment Advisors
California
$514K +$94.7K +947 +22%
MCM
1527
McRae Capital Management
New Jersey
$514K -$64.5K -645 -11%
AAG
1528
Armstrong Advisory Group
Massachusetts
$512K – – –
NFP
1529
Narus Financial Partners
Utah
$512K +$226K +2,260 +75%
CWP
1530
Curated Wealth Partners
California
$507K -$45K -450 -8%
OFG
1531
Oxford Financial Group
Indiana
$507K -$12K -120 -2%
CC
1532
Copperleaf Capital
North Carolina
$507K -$56.4K -564 -10%
PMFA
1533
Plante Moran Financial Advisors
Michigan
$506K +$4.8K +48 +0.9%
WWM
1534
Wolff Wiese Magana
California
$505K +$9.5K +95 +2%
RRWA
1535
Rainey & Randall Wealth Advisors
Florida
$505K +$1.7K +17 +0.3%
WW
1536
Westshore Wealth
California
$503K -$764K -7,641 -60%
IIM
1537
Ipswich Investment Management
Massachusetts
$500K +$17.9K +179 +4%
WP
1538
WealthPLAN Partners
Nebraska
$499K -$343K -3,432 -40%
M
1539
MOTCO
Texas
$495K +$8.1K +81 +2%
NB
1540
NBT Bank
New York
$494K – – –
LWMG
1541
Levy Wealth Management Group
Pennsylvania
$494K -$7.5K -75 -1%
LRIA
1542
Leonard Rickey Investment Advisors
Washington
$493K -$13.9K -139 -3%
ST
1543
Somerset Trust
Pennsylvania
$491K -$16.6K -166 -3%
DA
1544
Doliver Advisors
Texas
$491K +$507K +5,076 New
NPP
1545
New Potomac Partners
Maryland
$487K +$11.4K +114 +2%
SCM
1546
Seascape Capital Management
New Hampshire
$487K -$605K -6,050 -55%
ICG
1547
InterOcean Capital Group
Tennessee
$487K -$48.2K -482 -9%
IGWM
1548
ICA Group Wealth Management
Colorado
$487K -$699K -6,988 -58%
LCM
1549
Linker Capital Management
Kentucky
$484K – – –
CCA
1550
Cobblestone Capital Advisors
New York
$483K -$20K -200 -4%
60 61
62
63 64