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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1651
Towerpoint Wealth
California
$287K -$10.9K -110 -3%
PWM
1652
Paulson Wealth Management
Illinois
$286K +$1.09K +11 +0.4%
PCA
1653
Pallas Capital Advisors
Massachusetts
$285K -$65.6K -660 -18%
AWA
1654
Acorn Wealth Advisors
Michigan
$285K -$21.3K -214 -6%
BFG
1655
Beacon Financial Group
Texas
$283K -$5.27K -53 -2%
IFWM
1656
Institute for Wealth Management
Colorado
$282K – – –
AGA
1657
Arkos Global Advisors
Texas
$282K +$304K +3,054 New
SC
1658
Scotia Capital
Ontario, Canada
$281K -$1.34M -13,519 -82%
BTW
1659
Boston Trust Walden
Massachusetts
$280K – – –
EP
1660
EPIQ Partners
Minnesota
$279K – – –
PCMK
1661
Paragon Capital Management (Kansas)
Kansas
$279K – – –
GWM
1662
Gray Wealth Management
Maine
$278K +$199 +2 +0.1%
SHJ
1663
Sharkey, Howes & Javer
Colorado
$277K -$6.31M -63,487 -95%
WB
1664
Webster Bank
Connecticut
$277K -$62.5K -628 -17%
BWM
1665
BCGM Wealth Management
Indiana
$277K -$6.26K -63 -2%
NIC
1666
Northwest Investment Counselors
Oregon
$277K – – –
SCM
1667
Shelton Capital Management
Colorado
$277K – – –
SAM
1668
Selway Asset Management
$277K +$298K +3,000 New
HGWM
1669
Horst & Graben Wealth Management
Oregon
$275K -$8.15K -82 -3%
KTC
1670
Kistler-Tiffany Companies
Pennsylvania
$275K +$12.8K +129 +5%
FPWM
1671
FSB Premier Wealth Management
Iowa
$273K – – –
SIM
1672
Sadoff Investment Management
Wisconsin
$273K – – –
GA
1673
GoalVest Advisory
New York
$272K -$300K -3,019 -51%
SBIA
1674
Sheaff Brock Investment Advisors
Indiana
$272K – – –
TSWM
1675
Tyler-Stone Wealth Management
Ohio
$272K +$17.8K +179 +6%
65 66
67
68 69