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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1701
Mosley Wealth Management
California
$511K +$42.3K +398 +9%
LFG
1702
Lazard Frères Gestion
France
$509K – – –
TLFA
1703
True Link Financial Advisors
California
$507K +$145K +1,364 +42%
SWM
1704
SeaCrest Wealth Management
New York
$506K +$19.9K +187 +4%
FC
1705
Financial Council
Maryland
$505K +$116K +1,093 +31%
NJIM
1706
Nabity-Jensen Investment Management
Nebraska
$505K – – –
CTWM
1707
Cherry Tree Wealth Management
Minnesota
$504K – – –
FA
1708
FC Advisory
Pennsylvania
$502K -$19.8K -186 -4%
RIA
1709
RPG Investment Advisory
California
$499K +$106K +998 +28%
SWM
1710
Sendero Wealth Management
Texas
$498K -$58.2K -548 -11%
MCM
1711
Mitchell Capital Management
Kansas
$498K -$9.24K -87 -2%
CWM
1712
Concentrum Wealth Management
California
$498K -$484K -4,559 -50%
BWP
1713
Baldwin Wealth Partners
Massachusetts
$496K -$42.8K -403 -8%
JHCP
1714
Jackson Hole Capital Partners
Oklahoma
$495K +$127K +1,196 +36%
HFA
1715
High Falls Advisors
New York
$494K -$1.49K -14 -0.3%
PWM
1716
Paulson Wealth Management
Illinois
$492K +$131K +1,230 +38%
PIA
1717
Powell Investment Advisors
Florida
$491K -$178K -1,672 -27%
PAMG
1718
Patton Albertson Miller Group
Tennessee
$490K -$390K -3,674 -45%
BI
1719
Ballast Inc
Kentucky
$489K -$8.39K -79 -2%
HP
1720
Holistic Planning
Texas
$488K -$19.4K -183 -4%
FNA
1721
First National Advisers
Nebraska
$487K +$32K +301 +7%
PSA
1722
Plum Street Advisors
Louisiana
$486K +$81.8K +770 +23%
SFO
1723
Stokes Family Office
Louisiana
$485K +$425 +4 +0.1%
AF
1724
Apollon Financial
South Carolina
$482K +$217K +2,040 +88%
NIC
1725
Northwest Investment Counselors
Oregon
$481K -$36.3K -342 -7%
67 68
69
70 71