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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1601
Ballentine Capital Advisors
South Carolina
$573K -$95.8K -895 -14%
CCWM
1602
Correct Capital Wealth Management
Missouri
$572K -$18.5K -173 -3%
LWM
1603
Lyell Wealth Management
California
$572K – – –
KTA
1604
Keeley-Teton Advisors
Illinois
$572K +$50.8K +475 +10%
COCM
1605
Charter Oak Capital Management
New Hampshire
$570K -$150K -1,400 -21%
WF
1606
WoodTrust Financial
Wisconsin
$569K +$571K +5,337 New
LRIA
1607
Leonard Rickey Investment Advisors
Washington
$567K -$26.9K -251 -5%
SFP
1608
Strategic Financial Planning
Texas
$565K – – –
VCM
1609
Vivaldi Capital Management
Illinois
$565K -$116K -1,087 -17%
ST
1610
Somerset Trust
Pennsylvania
$563K – – –
WPC
1611
White Pine Capital
Minnesota
$563K -$4.28K -40 -0.8%
FNA
1612
First National Advisers
Nebraska
$559K +$89K +832 +19%
RA
1613
Ruggaard & Associates
Ohio
$559K -$26.7K -250 -5%
BOPW
1614
Brandywine Oak Private Wealth
Pennsylvania
$558K -$10.3K -96 -2%
VWM
1615
Venturi Wealth Management
Texas
$558K -$21.1K -197 -4%
AIM
1616
Alhambra Investment Management
Florida
$557K +$1.93K +18 +0.3%
TPA
1617
Trivium Point Advisory
Connecticut
$557K +$559K +5,225 New
HFS
1618
Haverford Financial Services
Pennsylvania
$556K -$246K -2,295 -31%
EB
1619
Exchange Bank
California
$554K -$20.5K -192 -4%
MSWMA
1620
Market Street Wealth Management Advisors
Indiana
$547K -$7.28K -68 -1%
PCMC
1621
Planning Capital Management Corporation
Pennsylvania
$546K -$12.8K -120 -2%
BEAM
1622
Baker Ellis Asset Management
Washington
$546K – – –
ES
1623
ETF Store
Kansas
$544K -$1.91M -17,872 -78%
LF
1624
LifeSteps Financial
California
$544K – – –
LWMG
1625
Levy Wealth Management Group
Pennsylvania
$540K -$2.03K -19 -0.4%
63 64
65
66 67