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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1551
BKM Wealth Management
Wisconsin
$787K +$22.2K +215 +3%
WLIM
1552
White Lighthouse Investment Management
Massachusetts
$786K +$85.9K +831 +13%
CPP
1553
Capasso Planning Partners
South Carolina
$785K -$23.6K -228 -3%
CWM
1554
Centurion Wealth Management
Virginia
$783K -$74.7K -723 -9%
TIAM2
1555
Tru Independence Asset Management 2
Oregon
$781K +$39.5K +382 +6%
RLWM
1556
RF&L Wealth Management
Massachusetts
$778K +$376K +3,635 +104%
SI
1557
Seeds Investor
New York
$778K +$133K +1,282 +22%
KFI
1558
Key Financial Inc
Pennsylvania
$777K -$151K -1,460 -17%
M
1559
MOTCO
Texas
$776K -$409K -3,954 -36%
MPWS
1560
McCarter Private Wealth Services
Massachusetts
$774K +$732K +7,086 New
AF
1561
Advisornet Financial
Minnesota
$772K +$1.45K +14 +0.2%
KWA
1562
Kondo Wealth Advisors
California
$772K – – –
EWA
1563
EverSource Wealth Advisors
Alabama
$772K -$248K -2,402 -25%
FYW
1564
Future You Wealth
New York
$772K +$291K +2,819 +66%
SWA
1565
Strategies Wealth Advisors
Michigan
$769K -$134K -1,298 -16%
SNB
1566
Security National Bank
Nebraska
$768K -$5.48K -53 -0.7%
BLC
1567
Brown, Lisle/Cummings
Rhode Island
$767K +$59.7K +578 +9%
WPC
1568
Waters Parkerson & Co
Louisiana
$767K – – –
BC
1569
Barrett & Company
Rhode Island
$767K -$5.68K -55 -0.8%
TIM
1570
Thompson Investment Management
Wisconsin
$766K +$36K +348 +5%
CWS
1571
Confluence Wealth Services
Pennsylvania
$766K +$106K +1,021 +17%
EIA
1572
Edgemoor Investment Advisors
Maryland
$766K -$121K -1,169 -14%
CFA
1573
Camarda Financial Advisors
Florida
$764K +$193K +1,871 +37%
BW
1574
Balance Wealth
Ohio
$764K +$3.41K +33 +0.5%
KW
1575
Keyvantage Wealth
Pennsylvania
$763K -$55.5K -537 -7%
61 62
63
64 65