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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFP
1701
Second Half Financial Partners
Florida
$730K +$757K +6,336 New
BFC
1702
Bedel Financial Consulting
Indiana
$729K +$44.2K +370 +6%
LCWP
1703
Legacy Capital Wealth Partners
Arkansas
$729K +$620K +5,191 +57%
LNB
1704
Ledyard National Bank
$726K -$6.69K -56 -0.9%
SPIO
1705
Seven Post Investment Office
California
$726K – – –
MSFS
1706
Main Street Financial Solutions
Pennsylvania
$725K -$56.2K -470 -7%
LWCFA
1707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$723K -$178K -1,487 -20%
GF
1708
GGM Financials
Ohio
$721K +$5.38K +45 +0.7%
WPC
1709
White Pine Capital
Minnesota
$719K +$6.57K +55 +0.9%
MLL
1710
Moody Lynn & Lieberson
Massachusetts
$719K +$7.41K +62 +1%
DFG
1711
Dupree Financial Group
Kentucky
$716K -$8.6K -72 -1%
IWA
1712
IBEX Wealth Advisors
New Jersey
$715K +$741K +6,205 New
TWG
1713
The Wealth Group
Minnesota
$712K -$65.7K -550 -8%
GDP
1714
Great Diamond Partners
Maine
$712K -$40.3K -337 -5%
PTC
1715
Philadelphia Trust Company
Pennsylvania
$706K -$36.4K -305 -5%
SL
1716
SFM LLC
New Hampshire
$704K -$30.3K -254 -4%
WTA
1717
Washington Trust Advisors
Massachusetts
$704K +$2.51K +21 +0.3%
SFC
1718
Strategic Financial Concepts
Texas
$704K +$428K +3,580 +142%
CP
1719
Creekside Partners
California
$703K +$2.51K +21 +0.3%
TI
1720
Truepoint Inc
Ohio
$701K -$41.3K -346 -5%
GAM
1721
Gemmer Asset Management
California
$700K +$25.4K +213 +4%
AAG
1722
Armstrong Advisory Group
Massachusetts
$699K +$478 +4 +0.1%
DSA
1723
Droms Strauss Advisors
Missouri
$695K +$1.43K +12 +0.2%
WCWM
1724
Willow Creek Wealth Management
California
$694K – – –
MWM
1725
Mosley Wealth Management
California
$694K +$40.6K +340 +6%
67 68
69
70 71