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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1651
Strategic Financial Planning
Texas
$620K – – –
MA
1652
MONECO Advisors
Connecticut
$619K -$74.1K -656 -11%
COCM
1653
Charter Oak Capital Management
New Hampshire
$618K -$6.44K -57 -1%
AA
1654
Axiom Advisory
California
$617K +$193K +1,704 +46%
ST
1655
Somerset Trust
Pennsylvania
$617K – – –
AAMA
1656
Advanced Asset Management Advisors
Ohio
$617K – – –
KSWA
1657
Kathleen S. Wright Associates
Pennsylvania
$616K +$57.3K +507 +11%
NSIM
1658
North Star Investment Management
Illinois
$616K -$38.4K -340 -6%
SGCA
1659
Steel Grove Capital Advisors
Tennessee
$616K -$37.6K -333 -6%
LSA
1660
Lion Street Advisors
Texas
$610K +$39.3K +348 +7%
HFS
1661
Haverford Financial Services
Pennsylvania
$609K – – –
EB
1662
Exchange Bank
California
$608K – – –
CWS
1663
Cypress Wealth Services
California
$606K +$27.1K +240 +5%
PA
1664
PSI Advisors
Florida
$602K -$67.9K -601 -10%
S
1665
Sunpointe
Missouri
$600K -$52.4K -464 -8%
IWP
1666
Invenio Wealth Partners
Florida
$598K -$33.9K -300 -6%
BCA
1667
Ballentine Capital Advisors
South Carolina
$598K -$29.1K -258 -5%
MSWMA
1668
Market Street Wealth Management Advisors
Indiana
$596K -$3.39K -30 -0.6%
BFM
1669
Boothbay Fund Management
New York
$595K -$1.52M -13,454 -73%
CCWM
1670
Correct Capital Wealth Management
Missouri
$595K -$31.5K -279 -5%
AT
1671
Arlington Trust
Alabama
$594K +$574K +5,080 New
MW
1672
Maia Wealth
Colorado
$593K -$486K -4,301 -45%
NP
1673
Nilsine Partners
Colorado
$591K +$135K +1,191 +31%
SAF
1674
Smith Anglin Financial
Texas
$591K +$148K +1,310 +35%
TPA
1675
Trivium Point Advisory
Connecticut
$586K -$53.1K -470 -9%
65 66
67
68 69