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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
1701
Hunter Associates Investment Management
Pennsylvania
$472K -$11.1K -115 -3%
BFG
1702
Bouchey Financial Group
New York
$470K – – –
AP
1703
Adero Partners
California
$469K +$66.1K +686 +19%
BEAM
1704
Baker Ellis Asset Management
Washington
$469K – – –
AC
1705
AWM Capital
Arizona
$469K +$27.7K +287 +7%
WCM
1706
Weaver Capital Management
Georgia
$469K +$418K +4,332 New
BTWM
1707
Baker Tilly Wealth Management
Wisconsin
$469K -$44.4K -461 -10%
CCT
1708
Capital City Trust
Florida
$469K -$16.6K -172 -4%
HBWM
1709
Hollow Brook Wealth Management
New York
$465K – – –
AWA
1710
Arbor Wealth Advisors
Michigan
$465K +$414K +4,294 New
EHC
1711
Everett Harris & Co
California
$465K +$28.9K +300 +8%
RIL
1712
Rothschild Investment LLC
Illinois
$464K -$287K -2,975 -41%
IC
1713
Innealta Capital
Texas
$464K +$9.35K +97 +2%
OWM
1714
Orgel Wealth Management
Wisconsin
$464K +$15.8K +164 +4%
SWC
1715
Spectrum Wealth Counsel
Indiana
$463K +$412K +4,278 New
WH
1716
Willner & Heller
California
$462K +$412K +4,271 New
KFS
1717
Kelly Financial Services
Massachusetts
$461K +$328K +3,403 +397%
CWM
1718
Castle Wealth Management
Florida
$461K -$2.25M -23,308 -85%
HWA
1719
Heartwood Wealth Advisors
Virginia
$461K +$29.9K +310 +8%
BWA
1720
Bordeaux Wealth Advisors
California
$461K – – –
SRC
1721
Sage Rhino Capital
California
$460K – – –
PA
1722
Procyon Advisors
Connecticut
$459K -$138K -1,431 -25%
SWM
1723
SeaCrest Wealth Management
New York
$459K -$226K -2,341 -35%
RF
1724
Rollins Financial
Georgia
$459K -$187K -1,943 -31%
RFA
1725
Rollins Financial Advisors
New York
$459K +$409K +4,239 New
67 68
69
70 71