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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
1651
Capital Advisors Wealth Management
Washington
$1.01M -$9.88K -72 -1%
DACG
1652
Donor Advised Charitable Giving
California
$1.01M -$22.9K -167 -2%
PCFFS
1653
Pacific Center for Financial Services
California
$1.01M +$274 +2 +0%
WE
1654
Wealth Effects
Massachusetts
$1.01M – – –
FAM
1655
Formidable Asset Management
Ohio
$999K -$51.5K -375 -4%
WOSD
1656
WFA of San Diego
California
$998K +$19.5K +142 +2%
KA
1657
KLCM Advisors
Wisconsin
$996K – – –
CFG
1658
Cooper Financial Group
California
$995K +$13.7K +100 +2%
FWI
1659
Facet Wealth Inc
Maryland
$990K +$140K +1,023 +18%
GIP
1660
Granite Investment Partners
California
$985K +$44.5K +324 +5%
CPP
1661
Capasso Planning Partners
South Carolina
$983K -$3.84K -28 -0.4%
KF
1662
Krilogy Financial
Missouri
$982K +$147K +1,074 +19%
TWP
1663
Triad Wealth Partners
Kansas
$982K +$92.4K +673 +11%
LCM
1664
LVM Capital Management
Michigan
$977K – – –
BOPW
1665
Brandywine Oak Private Wealth
Pennsylvania
$976K +$674K +4,908 +293%
EB
1666
Emprise Bank
Kansas
$976K – – –
BFA
1667
Beacon Financial Advisory
Ohio
$973K -$549 -4 -0.1%
TWP
1668
Tyche Wealth Partners
Texas
$972K +$195K +1,423 +28%
PWP
1669
Phillips Wealth Planners
Mississippi
$968K -$22.5K -164 -2%
CG
1670
Cynosure Group
Utah
$965K +$134K +980 +18%
AA
1671
Advisory Alpha
Michigan
$963K +$11.7K +85 +1%
TI
1672
Truepoint Inc
Ohio
$963K +$29.8K +217 +3%
LCC
1673
Lincoln Capital Corp
Rhode Island
$961K +$1.37K +10 +0.2%
PWM
1674
PTM Wealth Management
United States
$961K -$25.3K -184 -3%
OAM
1675
Occidental Asset Management
California
$957K +$886K +6,454 New
65 66
67
68 69