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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1701
Institute for Wealth Management
Colorado
$329K – – –
BWA
1702
Beam Wealth Advisors
Louisiana
$329K +$34.6K +321 +12%
BTW
1703
Boston Trust Walden
Massachusetts
$327K – – –
SWM
1704
Selective Wealth Management
Virginia
$327K +$287K +2,655 +706%
CCA
1705
Cadent Capital Advisors
Oklahoma
$326K -$10.7M -99,478 -97%
PCMK
1706
Paragon Capital Management (Kansas)
Kansas
$326K – – –
EP
1707
EPIQ Partners
Minnesota
$325K +$18.8K +174 +6%
SCM
1708
Shelton Capital Management
Colorado
$324K – – –
GWM
1709
Gray Wealth Management
Maine
$324K +$108 +1 +0%
NIC
1710
Northwest Investment Counselors
Oregon
$323K – – –
SIM
1711
Sadoff Investment Management
Wisconsin
$319K +$1.51K +14 +0.5%
OBWP
1712
O'Brien Wealth Partners
Massachusetts
$318K -$73.1K -677 -17%
SBIA
1713
Sheaff Brock Investment Advisors
Indiana
$318K +$4.32K +40 +1%
SSC
1714
Syverson Strege & Co
Iowa
$315K – – –
IIM
1715
Ipswich Investment Management
Massachusetts
$315K +$16.9K +157 +6%
CBTWT
1716
Community Bank & Trust (Waco, Texas)
Texas
$314K – – –
SWM
1717
SFG Wealth Management
Maryland
$313K +$14.1K +131 +5%
SC
1718
SouthState Corp
Florida
$309K +$92.7K +859 +43%
CWM
1719
Circle Wealth Management
New Jersey
$308K – – –
KTC
1720
Kistler-Tiffany Companies
Pennsylvania
$307K +$10K +93 +3%
LFP
1721
Leeward Financial Partners
Washington
$307K +$308K +2,850 New
BST
1722
Bath Savings Trust
Maine
$304K +$18.7K +173 +7%
TIAM2
1723
Tru Independence Asset Management 2
Oregon
$302K -$24.8K -230 -8%
MWM
1724
Merriman Wealth Management
Washington
$302K -$4.21K -39 -1%
WWMSC
1725
Wagner Wealth Management (South Carolina)
South Carolina
$302K +$147K +1,360 +94%
67 68
69
70 71