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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1701
Daner Wealth Management
Georgia
$624K -$230 -2 -0%
GT
1702
GreatBanc Trust
Illinois
$622K +$602K +5,238 New
JC
1703
JB Capital
Connecticut
$621K +$55.9K +486 +10%
SWM
1704
Sendero Wealth Management
Texas
$621K -$51.5K -448 -8%
SFP
1705
Strategic Financial Planning
Texas
$620K – – –
HFS
1706
Haverford Financial Services
Pennsylvania
$619K – – –
GJIA
1707
Glass Jacobson Investment Advisors
Maryland
$617K +$22.3K +194 +4%
FWP
1708
Fiduciary Wealth Partners
Massachusetts
$616K +$596K +5,183 New
PCA
1709
Prosperity Capital Advisors
Ohio
$616K +$70.3K +611 +13%
SWM
1710
Seaside Wealth Management
California
$613K – – –
3IP
1711
3Chopt Investment Partners
Virginia
$612K -$6.21K -54 -1%
WCWM
1712
Willow Creek Wealth Management
California
$611K – – –
PPG
1713
Peak Planning Group
Colorado
$609K – – –
CHAM
1714
Clear Harbor Asset Management
Connecticut
$609K -$115 -1 -0%
CA
1715
Carson Advisory
Georgia
$608K -$80.4K -699 -12%
BWM
1716
BAM Wealth Management
Colorado
$607K +$588K +5,111 New
KWM
1717
KW Wealth Management
California
$606K +$587K +5,101 New
TFGT
1718
TS Financial Group (TSFG)
Illinois
$606K -$50.9K -443 -8%
GHAM
1719
Gilman Hill Asset Management
Connecticut
$603K -$259K -2,255 -31%
ST
1720
Somerset Trust
Pennsylvania
$601K – – –
PCMF
1721
Private Capital Management (Florida)
Florida
$600K +$139K +1,206 +31%
CFO
1722
Collective Family Office
Pennsylvania
$599K +$219K +1,901 +60%
JHCP
1723
Jackson Hole Capital Partners
Oklahoma
$598K +$48.8K +424 +9%
WHG
1724
Westwood Holdings Group
Texas
$597K +$23.7K +206 +4%
KSWA
1725
Kathleen S. Wright Associates
Pennsylvania
$594K -$20.7K -180 -3%
67 68
69
70 71