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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1676
Peterson Wealth Services
Utah
$372K +$90.1K +946 +34%
PIA
1677
Powell Investment Advisors
Florida
$371K -$2.1K -22 -0.6%
RLWM
1678
RF&L Wealth Management
Massachusetts
$370K – – –
EP
1679
Eudaimonia Partners
Tennessee
$369K -$40.8K -428 -10%
VNB
1680
Virginia National Bank
Virginia
$368K – – –
ACP
1681
Arcus Capital Partners
Georgia
$368K -$6K -63 -2%
IWN
1682
Independent Wealth Network
Iowa
$368K -$20.7K -217 -6%
CWP
1683
Curated Wealth Partners
California
$368K -$148K -1,554 -30%
CIAS
1684
CBIZ Investment Advisory Services
Ohio
$367K – – –
ST
1685
Sentinel Trust
Texas
$366K – – –
CAM
1686
Clark Asset Management
New Hampshire
$365K +$62.9K +661 +22%
ACIM
1687
Azimuth Capital Investment Management
Michigan
$365K +$145K +1,526 +71%
AP
1688
Adero Partners
California
$364K -$27.1K -285 -7%
HCA
1689
Horan Capital Advisors
Ohio
$363K -$11.7K -123 -3%
SEP
1690
Southland Equity Partners
Missouri
$362K -$3.81K -40 -1%
SCA
1691
Sandy Cove Advisors
Massachusetts
$361K +$345K +3,619 New
FAM
1692
Formidable Asset Management
Ohio
$360K +$47.3K +497 +16%
SL
1693
Sentry LLC
Tennessee
$359K +$343K +3,604 New
TT
1694
TI-Trust
Illinois
$359K -$286 -3 -0.1%
FM
1695
Foster & Motley
Ohio
$358K -$6.09K -64 -2%
MA
1696
MONECO Advisors
Connecticut
$354K -$39.9K -419 -11%
MJRIC
1697
Mogy Joel R Investment Counsel
California
$353K – – –
NWM
1698
NEIRG Wealth Management
Massachusetts
$353K – – –
SC
1699
Sinecera Capital
Texas
$352K – – –
LWM
1700
Laidlaw Wealth Management
New York
$352K +$24.3K +255 +8%
66 67
68
69 70