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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIO
1676
Seven Post Investment Office
California
$783K – – –
SCA
1677
Stokes Capital Advisors
South Carolina
$781K +$10.3K +81 +1%
TI
1678
Truepoint Inc
Ohio
$780K +$25.5K +201 +3%
SWP
1679
Strategic Wealth Partners
Ohio
$780K -$10.2K -80 -1%
CFO
1680
Collective Family Office
Pennsylvania
$779K -$11.4K -90 -1%
NG
1681
Navigation Group
California
$778K +$795K +6,260 New
LW
1682
Livet Wealth
Utah
$778K +$9.53K +75 +1%
PTB
1683
Pioneer Trust Bank
Oregon
$778K +$381 +3 +0%
KFI
1684
Key Financial Inc
Pennsylvania
$777K -$13.5K -106 -2%
WPC
1685
White Pine Capital
Minnesota
$776K -$1.02K -8 -0.1%
EAN
1686
Excelsior Advisor Network
Colorado
$773K +$18K +142 +2%
OWP
1687
ORG Wealth Partners
Texas
$771K -$656K -5,161 -45%
ACM
1688
Ardent Capital Management
Ohio
$769K – – –
ITIM
1689
Indiana Trust & Investment Management
Indiana
$768K -$27.2K -214 -3%
CWS
1690
Cypress Wealth Services
California
$767K -$3.18K -25 -0.4%
SAMC
1691
Spectrum Asset Management (California)
California
$767K +$783K +6,167 New
BWM
1692
BKM Wealth Management
Wisconsin
$761K -$22.9K -180 -3%
TCM
1693
Traynor Capital Management
Pennsylvania
$761K -$10.7K -84 -1%
LI
1694
LVZ Inc
Michigan
$760K -$122K -959 -14%
MPWS
1695
McCarter Private Wealth Services
Massachusetts
$759K +$14.4K +113 +2%
BEC
1696
Blue Edge Capital
Virginia
$754K +$513K +4,037 +199%
RCP
1697
Roan Capital Partners
Tennessee
$752K +$768K +6,049 New
FCIM
1698
Fairview Capital Investment Management
California
$751K +$457K +3,600 +147%
CAMG
1699
CWA Asset Management Group
Florida
$748K +$62.5K +492 +9%
KSB
1700
Kennebec Savings Bank
Maine
$748K -$30.2K -238 -4%
66 67
68
69 70