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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
1701
Ifrah Financial Services
Arkansas
$348K +$16.4K +172 +5%
TSWM
1702
Tyler-Stone Wealth Management
Ohio
$348K +$333K +3,497 New
SAS
1703
Stelac Advisory Services
New York
$347K -$63.2K -664 -16%
HFM
1704
Hartford Financial Management
Connecticut
$347K +$329K +3,453 +13,812%
CCA
1705
Checchi Capital Advisers
California
$346K -$310K -3,251 -48%
SFG
1706
SNS Financial Group
Minnesota
$345K -$762 -8 -0.2%
AIFAIM
1707
American Institute for Advanced Investment Management
Arizona
$344K – – –
SIG
1708
Stonegate Investment Group
Alabama
$344K +$50.8K +533 +18%
ULWM
1709
Upper Left Wealth Management
Florida
$341K -$2.1K -22 -0.6%
PT
1710
Plimoth Trust
Massachusetts
$341K +$52.4K +550 +19%
CWM
1711
Circle Wealth Management
New Jersey
$341K +$1.14K +12 +0.4%
CWA
1712
Clearview Wealth Advisors
Oregon
$341K -$126K -1,322 -28%
GWS
1713
Glassman Wealth Services
Virginia
$340K – – –
PCM
1714
Poehling Capital Management
Wisconsin
$338K – – –
SFS
1715
Stiles Financial Services
Minnesota
$338K +$381 +4 +0.1%
MAP
1716
Milestone Advisory Partners
North Carolina
$337K – – –
PAWA
1717
Palo Alto Wealth Advisors
California
$337K +$14.5K +152 +5%
VPP
1718
Vertex Planning Partners
Illinois
$337K +$57.1K +600 +22%
VI
1719
Vestcor Inc
New Brunswick, Canada
$336K – – –
FA
1720
FC Advisory
Pennsylvania
$335K +$6.19K +65 +2%
HFG
1721
Heron Financial Group
New York
$335K – – –
IWP
1722
Icon Wealth Partners
Texas
$332K -$1.02M -10,716 -76%
IPW
1723
Inlet Private Wealth
Florida
$332K +$12.2K +128 +4%
ORC
1724
O'Rourke & Company
Massachusetts
$330K -$571 -6 -0.2%
GWM
1725
Gray Wealth Management
Maine
$330K +$95 +1 +0%
67 68
69
70 71