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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1626
Procyon Advisors
Connecticut
$539K -$11.7K -109 -2%
FI
1627
Financial Insights
Washington
$538K +$19.7K +184 +4%
DA
1628
Doliver Advisors
Texas
$538K -$107 -1 -0%
GAM
1629
Gemmer Asset Management
California
$533K -$7.49K -70 -1%
CIAS
1630
CBIZ Investment Advisory Services
Ohio
$532K +$428 +4 +0.1%
SWM
1631
Sterling Wealth Management
Illinois
$530K -$17.2K -161 -3%
MWM
1632
Mosley Wealth Management
California
$530K +$37K +346 +7%
AP
1633
Appleton Partners
Massachusetts
$530K +$3.64K +34 +0.7%
SMG
1634
Smart Money Group
Texas
$529K -$321 -3 -0.1%
CWS
1635
Cypress Wealth Services
California
$527K -$214 -2 -0%
HVIA
1636
Hudson Valley Investment Advisors
New York
$527K – – –
NPP
1637
New Potomac Partners
Maryland
$527K +$107 +1 +0%
TW
1638
Transform Wealth
Colorado
$525K -$6.74K -63 -1%
BW
1639
Bison Wealth
Georgia
$524K – – –
GHA
1640
GW Henssler & Associates
Georgia
$522K -$85K -794 -14%
3IP
1641
3Chopt Investment Partners
Virginia
$522K +$524K +4,895 New
HWA
1642
Heartwood Wealth Advisors
Virginia
$521K +$9.52K +89 +2%
FFG
1643
Foundry Financial Group
New Hampshire
$520K -$298K -2,786 -36%
BWA
1644
Bordeaux Wealth Advisors
California
$520K -$59.9K -560 -10%
LSA
1645
Lion Street Advisors
Texas
$519K -$10.8K -101 -2%
TSWM
1646
Tyler-Stone Wealth Management
Ohio
$518K +$93.8K +877 +22%
WFA
1647
Wells Financial Advisors
Massachusetts
$515K – – –
TFA
1648
Teamwork Financial Advisors
Texas
$513K -$432K -4,036 -46%
WFA
1649
WMG Financial Advisors
Tennessee
$513K -$1.07K -10 -0.2%
BFA
1650
Buttonwood Financial Advisors
Maryland
$511K -$84K -785 -14%
64 65
66
67 68