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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
HPA
1526
High Probability Advisors
New York
$508K – – –
WQ
1527
Wealth Quarterback
New Jersey
$508K -$87.4K -875 -14%
WCWM
1528
Willow Creek Wealth Management
California
$506K – – –
ZB
1529
Zions Bancorporation
Utah
$506K -$6.09K -61 -1%
SAM
1530
SP Asset Management
California
$504K – – –
RZH
1531
Relyea Zuckerberg Hanson
Connecticut
$502K -$96.7K -968 -15%
BB
1532
Berkshire Bank
Massachusetts
$501K – – –
SW
1533
SteelPeak Wealth
California
$501K -$29.6K -296 -5%
APW
1534
Acima Private Wealth
Virginia
$500K +$447K +4,472 +539%
SAM
1535
Strategy Asset Managers
California
$500K -$217K -2,172 -29%
LFG
1536
Larson Financial Group
Missouri
$500K +$9.49K +95 +2%
TA
1537
Tiedemann Advisors
New York
$499K – – –
VWA
1538
V Wealth Advisors
Kansas
$498K -$849K -8,498 -62%
NPT
1539
Nixon Peabody Trust
Massachusetts
$497K -$7.49K -75 -1%
PMFA
1540
Plante Moran Financial Advisors
Michigan
$495K +$999 +10 +0.2%
CC
1541
Cannell & Co
New York
$495K +$322K +3,220 +159%
CI
1542
CX Institutional
Indiana
$491K -$7.71M -77,142 -94%
EFG
1543
Ethos Financial Group
Pennsylvania
$490K +$516K +5,165 New
HSG
1544
Helen Stephens Group
Texas
$489K +$59K +591 +13%
RRWA
1545
Rainey & Randall Wealth Advisors
Florida
$488K – – –
DA
1546
Doliver Advisors
Texas
$485K +$6.99K +70 +1%
OFG
1547
Oxford Financial Group
Indiana
$484K -$313K -3,131 -38%
PIA
1548
Panoramic Investment Advisors
Colorado
$483K +$512K +5,125 New
LWMG
1549
Levy Wealth Management Group
Pennsylvania
$483K – – –
DACG
1550
Donor Advised Charitable Giving
California
$481K -$9.39K -94 -2%
60 61
62
63 64