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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1551
Monterey Private Wealth
California
$283K – – –
IPW
1552
Inlet Private Wealth
Florida
$283K +$628 +6 +0.2%
SCM
1553
Seascape Capital Management
New Hampshire
$282K – – –
PP
1554
Patten & Patten
Tennessee
$281K -$31.4K -300 -10%
WP
1555
WealthPLAN Partners
Nebraska
$281K -$10.8K -103 -4%
FPCP
1556
Fort Point Capital Partners
California
$279K -$21.1K -202 -7%
CWM
1557
Concentric Wealth Management
California
$279K -$3.66K -35 -1%
CFA
1558
Camarda Financial Advisors
Florida
$277K – – –
PAM
1559
Palisade Asset Management
Minnesota
$277K +$21.7K +207 +9%
FA
1560
FC Advisory
Pennsylvania
$276K -$12.6K -120 -5%
IFS
1561
Ifrah Financial Services
Arkansas
$275K -$24K -229 -8%
SAM
1562
Secure Asset Management
Michigan
$275K – – –
RMCM
1563
Reynders McVeigh Capital Management
Massachusetts
$275K +$265K +2,530 New
TAM
1564
Tealwood Asset Management
Minnesota
$273K +$942 +9 +0.4%
HBWM
1565
Hollow Brook Wealth Management
New York
$269K – – –
HGWM
1566
Horst & Graben Wealth Management
Oregon
$268K +$3.66K +35 +1%
3LCM
1567
3D/L Capital Management
Connecticut
$268K +$258K +2,466 New
WC
1568
Weil Company
California
$267K -$34.8K -332 -12%
BST
1569
Bath Savings Trust
Maine
$267K – – –
HIA
1570
Harbor Investment Advisory
Maryland
$266K +$18.9K +181 +8%
TB
1571
Terril Brothers
Missouri
$265K – – –
SGCA
1572
Steel Grove Capital Advisors
Tennessee
$264K -$35.6K -340 -12%
SLG
1573
Stanley-Laman Group
Pennsylvania
$262K -$56.9K -544 -18%
KCM
1574
Kathmere Capital Management
Pennsylvania
$261K -$2.83K -27 -1%
QWM
1575
QP Wealth Management
New Jersey
$260K -$20.9K -200 -8%
61 62
63
64 65