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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1626
Kingswood Wealth Advisors
California
$406K +$105K +1,048 +32%
GAMC
1627
Garner Asset Management Corp
Texas
$404K -$5.29K -53 -1%
ULWM
1628
Upper Left Wealth Management
Florida
$403K +$84.9K +850 +25%
HWM
1629
Howard Wealth Management
Connecticut
$403K – – –
BWA
1630
Bordeaux Wealth Advisors
California
$401K -$284K -2,841 -40%
OWA
1631
Octavia Wealth Advisors
Ohio
$401K +$14.9K +149 +4%
GWM
1632
GDS Wealth Management
Texas
$401K +$40.1K +401 +10%
SRC
1633
Sage Rhino Capital
California
$401K +$999 +10 +0.2%
NCM
1634
NCM Capital Management
New Jersey
$399K -$12.5K -125 -3%
PHIC
1635
Pine Haven Investment Counsel
Massachusetts
$399K – – –
LOPW
1636
Live Oak Private Wealth
North Carolina
$398K +$18.1K +181 +4%
WAG
1637
Winthrop Advisory Group
Massachusetts
$397K +$2.6K +26 +0.6%
FLA
1638
Financial Life Advisors
Texas
$397K -$101K -1,011 -19%
AUB
1639
Atlantic Union Bankshares
Virginia
$396K -$17.9K -179 -4%
IC
1640
Innealta Capital
Texas
$395K -$92.2K -923 -18%
ACM
1641
Argent Capital Management
Missouri
$395K – – –
LCM
1642
Leisure Capital Management
California
$394K – – –
PCA
1643
Peddock Capital Advisors
Massachusetts
$394K -$15.1K -151 -3%
DL
1644
DOHJ LLC
Washington
$391K -$14.7K -147 -3%
LA
1645
LexAurum Advisors
Kansas
$390K +$2.4K +24 +0.6%
OWM
1646
Orgel Wealth Management
Wisconsin
$389K -$148K -1,484 -26%
B
1647
Bensler
Washington
$388K – – –
FFP
1648
FourThought Financial Partners
Florida
$384K – – –
BW
1649
Bison Wealth
Georgia
$384K +$94.1K +942 +30%
WG
1650
Welch Group
Alabama
$384K -$30.2K -302 -7%
64 65
66
67 68