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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1676
LifePro Asset Management
California
$363K +$385K +3,849 New
LSA
1677
Lion Street Advisors
Texas
$362K -$226K -2,262 -37%
WP
1678
WealthPLAN Partners
Nebraska
$361K -$11.6K -116 -3%
PPW
1679
Presilium Private Wealth
Pennsylvania
$359K +$1.6K +16 +0.4%
ACA
1680
Aspire Capital Advisors
Washington
$359K +$381K +3,810 New
CS
1681
Cannell & Spears
New York
$357K – – –
PFG
1682
Pinnacle Financial Group
Illinois
$356K – – –
SBWIC
1683
Schaper Benz & Wise Investment Counsel
Wisconsin
$355K – – –
RLWM
1684
RF&L Wealth Management
Massachusetts
$355K +$5K +50 +1%
KWS
1685
Keystone Wealth Services
California
$354K -$18.1K -181 -5%
AAP
1686
Arax Advisory Partners
Colorado
$354K – – –
PIA
1687
Powell Investment Advisors
Florida
$353K – – –
CA
1688
CGN Advisors
Kansas
$353K +$139K +1,394 +59%
CWP
1689
Concord Wealth Partners
Virginia
$353K +$123K +1,236 +49%
GIA
1690
Guyasuta Investment Advisors
Pennsylvania
$353K – – –
MA
1691
MONECO Advisors
Connecticut
$352K +$17.6K +176 +5%
IA
1692
Inspire Advisors
Idaho
$352K -$10.5K -105 -3%
RFWA
1693
RPg Family Wealth Advisory
Massachusetts
$351K -$6.79K -68 -2%
FA
1694
Fermata Advisors
California
$350K +$371K +3,709 New
CIAS
1695
CBIZ Investment Advisory Services
Ohio
$349K – – –
CWP
1696
Curated Wealth Partners
California
$348K – – –
FEG
1697
Fund Evaluation Group
Ohio
$347K -$83.9K -840 -19%
DBRC
1698
D.B. Root & Company
Pennsylvania
$347K -$10.4K -104 -3%
ST
1699
Sentinel Trust
Texas
$346K – – –
ACIM
1700
Azimuth Capital Investment Management
Michigan
$346K – – –
66 67
68
69 70