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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMG
1626
Levy Wealth Management Group
Pennsylvania
$550K -$3.66K -38 -0.7%
MW
1627
Maia Wealth
Colorado
$550K +$489K +5,079 New
CMP
1628
Courage Miller Partners
Virginia
$549K -$79K -820 -14%
CFGSD
1629
Compass Financial Group (South Dakota)
South Dakota
$548K -$323K -3,352 -40%
D
1630
Dentgroup
Louisiana
$548K +$8.38K +87 +2%
ST
1631
Somerset Trust
Pennsylvania
$548K – – –
SWM
1632
Sendero Wealth Management
Texas
$547K – – –
WTB
1633
Washington Trust Bank
Washington
$547K -$246K -2,556 -34%
DA
1634
Doliver Advisors
Texas
$546K -$9.64K -100 -2%
SGCA
1635
Steel Grove Capital Advisors
Tennessee
$546K +$25.1K +260 +5%
3IP
1636
3Chopt Investment Partners
Virginia
$543K +$483K +5,012 New
CCWM
1637
Cassaday & Co Wealth Management
Virginia
$542K +$4.72K +49 +1%
G
1638
GenTrust
Florida
$542K – – –
WQ
1639
Wealth Quarterback
New Jersey
$541K -$37.8K -392 -7%
CC
1640
Cannell & Co
New York
$538K -$26K -270 -5%
SAF
1641
Smith Anglin Financial
Texas
$538K -$7.48M -77,648 -94%
LSA
1642
Lion Street Advisors
Texas
$538K +$109K +1,133 +30%
AP
1643
Appleton Partners
Massachusetts
$535K +$24.7K +256 +5%
S
1644
Sunpointe
Missouri
$533K +$474K +4,922 New
NPP
1645
New Potomac Partners
Maryland
$532K -$10.4K -108 -2%
BWP
1646
Baldwin Wealth Partners
Massachusetts
$530K +$2.89K +30 +0.6%
HVIA
1647
Hudson Valley Investment Advisors
New York
$527K -$97.8K -1,015 -17%
FI
1648
Financial Insights
Washington
$526K -$13.5K -140 -3%
WFA
1649
WMG Financial Advisors
Tennessee
$522K – – –
BW
1650
Bison Wealth
Georgia
$521K +$71.8K +745 +18%
64 65
66
67 68