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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1701
HFG Advisors
Ohio
$629K – – –
KWM
1702
Kingsman Wealth Management
Florida
$626K +$675K +5,986 New
AG
1703
AmeriFlex Group
Nevada
$625K -$40.5K -359 -6%
WJWM
1704
Williams Jones Wealth Management
New York
$625K -$2.26K -20 -0.3%
SW
1705
SteelPeak Wealth
California
$625K -$564 -5 -0.1%
CBT
1706
Crews Bank & Trust
Florida
$624K -$60.4K -535 -8%
FCM
1707
Firestone Capital Management
Florida
$623K -$47.7K -423 -7%
GAM
1708
Gemmer Asset Management
California
$623K -$12.8K -113 -2%
BA
1709
Brightwater Advisory
Florida
$623K – – –
HWA
1710
Hillcrest Wealth Advisors
New Jersey
$622K – – –
TWG
1711
The Wealth Group
Minnesota
$621K -$27.3K -242 -4%
FWM
1712
FMB Wealth Management
California
$621K -$1.58K -14 -0.2%
EFG
1713
Elios Financial Group
Ohio
$620K +$226 +2 +0%
MWA
1714
Motive Wealth Advisors
Michigan
$617K -$101K -898 -13%
FNBTCON
1715
First National Bank & Trust Co of Newtown
Pennsylvania
$615K +$1.69K +15 +0.3%
MWM
1716
McNaughton Wealth Management
California
$615K +$226 +2 +0%
FAM
1717
Formidable Asset Management
Ohio
$613K +$20.6K +183 +3%
CPA
1718
Capital Planning Advisors
California
$611K -$451 -4 -0.1%
SI
1719
Seeds Investor
New York
$610K -$75.5K -669 -10%
SCM
1720
Sterling Capital Management
North Carolina
$609K +$16.7K +148 +3%
KA
1721
Kearns & Associates
California
$607K – – –
MCM
1722
McRae Capital Management
New Jersey
$607K +$7.67K +68 +1%
WCWM
1723
Willow Creek Wealth Management
California
$607K -$25.1K -222 -4%
1CP
1724
17 Capital Partners
Arizona
$607K +$95.2K +844 +17%
LCM
1725
Lazari Capital Management
California
$607K +$22.3K +198 +4%
67 68
69
70 71