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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1676
GeoWealth Management
Illinois
$586K +$352K +3,112 +164%
LOPW
1677
Live Oak Private Wealth
North Carolina
$586K +$31.4K +278 +6%
CIAS
1678
CBIZ Investment Advisory Services
Ohio
$584K +$452 +4 +0.1%
CAM
1679
Costello Asset Management
Pennsylvania
$581K +$257K +2,272 +84%
LRIA
1680
Leonard Rickey Investment Advisors
Washington
$579K -$41.7K -369 -7%
HWA
1681
Heartwood Wealth Advisors
Virginia
$579K +$6.78K +60 +1%
BWP
1682
BSW Wealth Partners
Colorado
$577K +$228K +2,020 +69%
FCH
1683
Freestone Capital Holdings
Washington
$575K -$52.2K -462 -9%
GHA
1684
GW Henssler & Associates
Georgia
$573K +$226 +2 +0%
AWM
1685
Avondale Wealth Management
Texas
$572K +$294K +2,599 +113%
NPP
1686
New Potomac Partners
Maryland
$569K -$7.79K -69 -1%
ES
1687
ETF Store
Kansas
$569K -$26.7K -236 -5%
JHCP
1688
Jackson Hole Capital Partners
Oklahoma
$567K +$51.5K +456 +10%
RA
1689
Ruggaard & Associates
Ohio
$566K -$45.2K -400 -8%
WFA
1690
Wells Financial Advisors
Massachusetts
$564K – – –
WFA
1691
WMG Financial Advisors
Tennessee
$562K – – –
MWA
1692
Meridian Wealth Advisors
Texas
$559K +$310K +2,745 +135%
BWA
1693
Bordeaux Wealth Advisors
California
$559K -$10.5K -93 -2%
RZH
1694
Relyea Zuckerberg Hanson
Connecticut
$559K – – –
FWI
1695
Facet Wealth Inc
Maryland
$559K +$77.7K +688 +16%
PIA
1696
Powell Investment Advisors
Florida
$558K +$113K +999 +26%
TNB
1697
Thomasville National Bank
Georgia
$558K – – –
SPW
1698
Sonoma Private Wealth
California
$558K +$268K +2,374 +99%
DIP
1699
DT Investment Partners
Pennsylvania
$556K – – –
CMP
1700
Courage Miller Partners
Virginia
$555K -$904 -8 -0.2%
66 67
68
69 70