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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
1601
US Financial Advisors
Massachusetts
$250K -$1.51M -13,524 -86%
CWP
1602
Corepath Wealth Partners
Arizona
$250K +$22.3K +200 +10%
FDCC
1603
Foster Dykema Cabot & Co
Massachusetts
$249K – – –
SCM
1604
Schnieders Capital Management
California
$249K +$246K +2,205 New
APW
1605
Aurora Private Wealth
New Jersey
$248K -$14.9K -134 -6%
CCIA
1606
Cherry Creek Investment Advisors
Colorado
$246K +$243K +2,175 New
MAP
1607
Moody Aldrich Partners
Massachusetts
$244K – – –
DWP
1608
Destiny Wealth Partners
Florida
$244K +$2.9K +26 +1%
SA
1609
SRH Advisors
Kansas
$241K – – –
SWM
1610
Segment Wealth Management
Texas
$236K – – –
BS
1611
Banco Santander
Spain
$235K -$226K -2,030 -49%
ACA
1612
Aptus Capital Advisors
Alabama
$235K +$223K +1,998 +2,351%
NSAM
1613
North Star Asset Management
Wisconsin
$235K +$232K +2,077 New
IWP
1614
IAG Wealth Partners
Wisconsin
$234K -$82.9K -743 -26%
WC
1615
Weil Company
California
$234K -$44.1K -395 -16%
GWA
1616
GGM Wealth Advisors
Maryland
$234K -$2.56K -23 -1%
LCM
1617
LVM Capital Management
Michigan
$234K +$22.3K +200 +11%
TCWM
1618
Total Clarity Wealth Management
Illinois
$234K +$41.4K +371 +22%
BKA
1619
Brick & Kyle Associates
Pennsylvania
$233K +$231K +2,068 New
FP
1620
Financial Perspectives
Minnesota
$232K +$30.3K +272 +15%
CH
1621
Canton Hathaway
Rhode Island
$231K -$105K -941 -32%
EA
1622
Eclectic Associates
California
$231K – – –
SWM
1623
Sugarloaf Wealth Management
Georgia
$231K +$65.8K +590 +40%
BG
1624
Benedetti & Gucer
Georgia
$230K +$4.01K +36 +2%
FDS
1625
Freedom Day Solutions
Texas
$230K +$7.14K +64 +3%
63 64
65
66 67