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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1601
Horan Capital Advisors
Ohio
$428K +$108 +1 +0%
SC
1602
Sinecera Capital
Texas
$428K +$647 +6 +0.2%
PGA
1603
Portland Global Advisors
Maine
$425K – – –
CWP
1604
CFM Wealth Partners
Texas
$422K – – –
MPI
1605
Mairs & Power Inc
Minnesota
$422K +$16.6K +154 +4%
AIFAIM
1606
American Institute for Advanced Investment Management
Arizona
$420K -$53.7K -498 -11%
ULWM
1607
Upper Left Wealth Management
Florida
$419K -$30.5K -283 -7%
PFG
1608
Pinnacle Financial Group
Illinois
$418K -$21.6K -200 -5%
NCG
1609
Newport Capital Group
New Jersey
$418K – – –
BCM
1610
Brasada Capital Management
Texas
$418K +$7.66K +71 +2%
BFG
1611
Berger Financial Group
Minnesota
$417K -$9.5K -88 -2%
SAM
1612
Seelaus Asset Management
New Jersey
$416K +$13.5K +125 +3%
ORC
1613
O'Rourke & Company
Massachusetts
$415K – – –
BP
1614
BBR Partners
New York
$414K -$68.8K -638 -14%
MWM
1615
Madison Wealth Management
Ohio
$414K +$3.45K +32 +0.8%
OWA
1616
One Wealth Advisors
California
$411K -$189K -1,754 -32%
ES
1617
Eagle Strategies
New York
$410K -$12.3K -114 -3%
FMTC
1618
Farmers & Merchants Trust Company
California
$410K +$81.6K +756 +25%
EWP
1619
Engrave Wealth Partners
Texas
$409K +$409K +3,792 New
PC
1620
Port Capital
Illinois
$408K +$216 +2 +0.1%
AWG
1621
Altus Wealth Group
Colorado
$405K -$2.14M -19,787 -84%
HIM
1622
Hanlon Investment Management
New Jersey
$405K -$91.1K -844 -18%
KSWA
1623
Kathleen S. Wright Associates
Pennsylvania
$405K +$48.6K +450 +14%
OLA
1624
Oliver Luxxe Assets
New Jersey
$403K -$2.03M -18,793 -83%
GIA
1625
Guyasuta Investment Advisors
Pennsylvania
$403K – – –
63 64
65
66 67