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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1676
Cherry Tree Wealth Management
Minnesota
$487K – – –
LFG
1677
Lazard Frères Gestion
France
$486K – – –
TFM
1678
Trademark Financial Management
Minnesota
$483K -$119K -1,113 -20%
NIC
1679
Northwest Investment Counselors
Oregon
$482K +$17.8K +166 +4%
C1AG
1680
Client 1st Advisory Group
Florida
$478K -$117K -1,093 -20%
MSG
1681
Main Street Group
Virginia
$478K -$27.1K -253 -5%
BC
1682
Bowman & Company
Wisconsin
$477K +$16.3K +152 +4%
FA
1683
FC Advisory
Pennsylvania
$475K -$9.41K -88 -2%
WPP
1684
Whalerock Point Partners
Rhode Island
$475K -$69.4K -649 -13%
SWM
1685
Sendero Wealth Management
Texas
$474K -$7.06K -66 -1%
BIP
1686
Blueprint Investment Partners
North Carolina
$474K -$54.1K -506 -10%
HP
1687
Holistic Planning
Texas
$473K -$14K -131 -3%
AWA
1688
Acorn Wealth Advisors
Michigan
$471K +$50K +467 +12%
MCM
1689
Mitchell Capital Management
Kansas
$470K -$11.3K -106 -2%
CA
1690
CGN Advisors
Kansas
$469K +$97K +907 +26%
JHCP
1691
Jackson Hole Capital Partners
Oklahoma
$468K -$9.84K -92 -2%
TC
1692
Truvestments Capital
Florida
$467K +$22.5K +210 +5%
SWM
1693
Silverlake Wealth Management
Vermont
$466K +$468K +4,370 New
CCT
1694
Capital City Trust
Florida
$462K – – –
VF
1695
VitalStone Financial
Texas
$461K -$1.56M -14,614 -77%
PWM
1696
Paulson Wealth Management
Illinois
$460K -$14.2K -133 -3%
ARA
1697
Alexander Randolph Advisory
Virginia
$460K -$1.6K -15 -0.3%
WH
1698
Willner & Heller
California
$459K +$1.6K +15 +0.3%
CWM
1699
Concentrum Wealth Management
California
$459K -$21.5K -201 -4%
TA
1700
TFB Advisors
Kansas
$459K -$321 -3 -0.1%
66 67
68
69 70