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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1601
Powell Investment Advisors
Florida
$342K – – –
CWS
1602
Confluence Wealth Services
Pennsylvania
$342K +$9.62K +99 +3%
MCM
1603
Mitchell Capital Management
Kansas
$341K -$28.6K -294 -7%
YIH
1604
Y-Intercept (HK)
Hong Kong
$341K +$379K +3,907 New
SFG
1605
SNS Financial Group
Minnesota
$340K -$6.51K -67 -2%
PTC
1606
Philadelphia Trust Company
Pennsylvania
$338K -$20.9K -215 -5%
PFG
1607
Pinnacle Financial Group
Illinois
$338K -$97 -1 -0%
BP
1608
BBR Partners
New York
$336K – – –
SCA
1609
STALEY CAPITAL ADVISERS
Pennsylvania
$333K +$1.46K +15 +0.4%
BCM
1610
Brasada Capital Management
Texas
$333K +$2.72K +28 +0.7%
FMTC
1611
Farmers & Merchants Trust Company
California
$331K – – –
PC
1612
Port Capital
Illinois
$331K +$486 +5 +0.1%
KOC
1613
Koss-Olinger Consulting
Florida
$330K +$367K +3,780 New
AGM
1614
Alpine Global Management
New York
$329K +$366K +3,771 New
GIA
1615
Guyasuta Investment Advisors
Pennsylvania
$326K – – –
IIC
1616
Ironwood Investment Counsel
Arizona
$321K +$18.7K +193 +6%
HPA
1617
High Probability Advisors
New York
$321K – – –
ST
1618
Sentinel Trust
Texas
$320K – – –
LSPW
1619
Lake Street Private Wealth
Illinois
$319K -$13.6K -140 -4%
GWM
1620
GDS Wealth Management
Texas
$319K -$3.59K -37 -1%
SIC
1621
Sterling Investment Counsel
New York
$318K -$25.8K -266 -7%
SAM
1622
S.A. Mason
Michigan
$318K +$1.94K +20 +0.6%
GP
1623
Girard Partners
Pennsylvania
$316K +$38.9K +400 +12%
LOPW
1624
Live Oak Private Wealth
North Carolina
$315K +$10.4K +107 +3%
AIFAIM
1625
American Institute for Advanced Investment Management
Arizona
$314K – – –
63 64
65
66 67