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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1626
Family Management
New York
$598K – – –
TA
1627
TrueWealth Advisors
Alabama
$596K -$29.9K -282 -5%
ANBTV
1628
American National Bank & Trust (Virginia)
Virginia
$596K +$572K +5,390 New
HPM
1629
Hoxton Planning & Management
West Virginia
$596K -$9.56K -90 -2%
EB
1630
Exchange Bank
California
$596K -$1.49K -14 -0.3%
HPA
1631
High Probability Advisors
New York
$595K – – –
SAM
1632
SP Asset Management
California
$595K +$106 +1 +0%
RRWA
1633
Rainey & Randall Wealth Advisors
Florida
$594K +$1.7K +16 +0.3%
WCWM
1634
Willow Creek Wealth Management
California
$593K – – –
LWM
1635
Lyell Wealth Management
California
$592K -$173K -1,625 -23%
AWA
1636
Alta Wealth Advisors
Massachusetts
$591K -$399K -3,755 -41%
BOPW
1637
Brandywine Oak Private Wealth
Pennsylvania
$589K -$1.06K -10 -0.2%
SFP
1638
Strategic Financial Planning
Texas
$586K – – –
MA
1639
MONECO Advisors
Connecticut
$585K +$5.73K +54 +1%
SW
1640
SteelPeak Wealth
California
$584K -$1.59K -15 -0.3%
ACA
1641
American Capital Advisory
Idaho
$583K -$148K -1,398 -19%
ST
1642
Somerset Trust
Pennsylvania
$583K +$23.1K +218 +4%
DACG
1643
Donor Advised Charitable Giving
California
$583K -$12.1K -114 -2%
MCM
1644
Monument Capital Management
Virginia
$582K +$559K +5,266 New
AA
1645
Advisory Alpha
Michigan
$580K +$115K +1,086 +26%
PCMC
1646
Planning Capital Management Corporation
Pennsylvania
$579K +$157K +1,482 +39%
CKAIS
1647
Christensen King & Associates Investment Services
Washington
$577K +$59.3K +558 +12%
PFA
1648
Professional Financial Advisors
Nebraska
$577K -$35.7K -336 -6%
AIM
1649
Alhambra Investment Management
Florida
$575K +$319 +3 +0.1%
MSWMA
1650
Market Street Wealth Management Advisors
Indiana
$574K -$192K -1,809 -26%
64 65
66
67 68