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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FNA
1701
First National Advisers
Nebraska
$602K -$2.07K -20 -0.4%
EWM
1702
EPG Wealth Management
Georgia
$601K -$5.37M -51,920 -90%
FM
1703
Family Management
New York
$597K – – –
SCA
1704
Strathmore Capital Advisors
North Carolina
$595K +$545K +5,271 New
SIM
1705
Studio Investment Management
Illinois
$595K +$32.3K +312 +6%
2WWM
1706
21 West Wealth Management
California
$594K +$562K +5,436 New
SAM
1707
SP Asset Management
California
$592K -$7.75K -75 -1%
KA
1708
Kovack Advisors
Florida
$591K -$116K -1,123 -17%
NAG
1709
Northstar Advisory Group
New Jersey
$590K +$2.27K +22 +0.4%
MA
1710
Modus Advisors
Minnesota
$589K +$8.89K +86 +2%
S
1711
Sunpointe
Missouri
$589K +$21.7K +210 +4%
LWM
1712
Liberty Wealth Management
California
$587K -$1.24K -12 -0.2%
TWG
1713
The Wealth Group
Minnesota
$585K -$61.1K -591 -10%
AIM
1714
Alhambra Investment Management
Florida
$583K -$1.55K -15 -0.3%
AF
1715
Apollon Financial
South Carolina
$582K -$12.7K -123 -2%
HPM
1716
Hoxton Planning & Management
West Virginia
$579K -$8.48K -82 -2%
BOPW
1717
Brandywine Oak Private Wealth
Pennsylvania
$577K +$930 +9 +0.2%
WJWM
1718
Williams Jones Wealth Management
New York
$576K -$73.1K -707 -12%
AG
1719
AmeriFlex Group
Nevada
$576K -$73K -706 -12%
BPC
1720
Banque Pictet & Cie
Switzerland
$574K +$67.2K +650 +14%
SFP
1721
Strategic Financial Planning
Texas
$570K – – –
HFS
1722
Haverford Financial Services
Pennsylvania
$569K – – –
3IP
1723
3Chopt Investment Partners
Virginia
$569K – – –
KSWA
1724
Kathleen S. Wright Associates
Pennsylvania
$566K -$15.2K -147 -3%
DQRIM
1725
Dale Q Rice Investment Management
Washington
$564K -$591K -5,719 -53%
67 68
69
70 71