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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1701
Foster & Motley
Ohio
$345K +$6.49K +65 +2%
AP
1702
Adero Partners
California
$344K – – –
KWM
1703
KFG Wealth Management
Indiana
$344K +$76.5K +766 +27%
HCA
1704
Horan Capital Advisors
Ohio
$343K – – –
IWP
1705
IAG Wealth Partners
Wisconsin
$340K -$33.1K -331 -8%
MIS
1706
Morningstar Investment Services
Illinois
$340K +$358K +3,585 New
SL
1707
Sentry LLC
Tennessee
$340K – – –
AWM
1708
Alterna Wealth Management
Texas
$339K +$359K +3,598 New
TSWM
1709
Tyler-Stone Wealth Management
Ohio
$339K +$9.99K +100 +3%
TT
1710
TI-Trust
Illinois
$339K -$1.3K -13 -0.4%
BAG
1711
Bridgewealth Advisory Group
California
$337K +$357K +3,578 New
SC
1712
Sinecera Capital
Texas
$335K – – –
AWM
1713
Activest Wealth Management
Florida
$334K +$354K +3,543 New
IWN
1714
Independent Wealth Network
Iowa
$334K -$15K -150 -4%
NB
1715
Northwest Bancshares
Pennsylvania
$333K +$132K +1,326 +60%
SWM
1716
Selective Wealth Management
Virginia
$333K -$89.4K -895 -20%
FWI
1717
Facet Wealth Inc
Maryland
$332K -$119K -1,187 -24%
IFS
1718
Ifrah Financial Services
Arkansas
$331K +$1.9K +19 +0.5%
SFS
1719
Security Financial Services
Indiana
$331K +$39.6K +396 +13%
SAS
1720
Stelac Advisory Services
New York
$329K – – –
KA
1721
Kooman & Associates
Pennsylvania
$329K +$25.6K +256 +8%
AIFAIM
1722
American Institute for Advanced Investment Management
Arizona
$328K +$2.9K +29 +0.8%
FC
1723
Financial Council
Maryland
$328K +$25.8K +258 +8%
HFM
1724
Hartford Financial Management
Connecticut
$328K – – –
CCA
1725
Checchi Capital Advisers
California
$328K – – –
67 68
69
70 71