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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
151
Capital Asset Advisory Services
Michigan
$36.3M +$8.23M +73,760 +30%
SWP
152
Stratos Wealth Partners
Ohio
$36.2M +$1.96M +17,613 +6%
SCA
153
Spearhead Capital Advisors
Florida
$35.9M +$181K +1,625 +0.5%
GBT
154
Grove Bank & Trust
Florida
$35.9M +$888K +7,957 +3%
WJA
155
Willis Johnson & Associates
Texas
$34.9M -$549K -4,919 -2%
FWM
156
FFT Wealth Management
Pennsylvania
$34.7M +$3.75M +33,635 +12%
CCM
157
Covington Capital Management
California
$34.5M +$23.8K +213 +0.1%
SPC
158
Sigma Planning Corp
Michigan
$34.3M +$5.72M +51,325 +20%
CIA
159
Capital Investment Advisors
Georgia
$33.3M +$16.4K +147 +0%
JWA
160
JFS Wealth Advisors
Pennsylvania
$33.2M -$382K -3,427 -1%
SW
161
SVB Wealth
Massachusetts
$32.6M +$2.09M +18,737 +7%
HL
162
HeadInvest LLC
Maine
$32.3M +$374K +3,357 +1%
WPA
163
West Paces Advisors
Georgia
$32.2M -$333K -2,984 -1%
LSERS
164
Louisiana State Employees Retirement System
Louisiana
$32M – – –
BP
165
Ballentine Partners
Massachusetts
$31.4M -$206K -1,844 -0.7%
LWMT
166
Legacy Wealth Management (Tennessee)
Tennessee
$30.4M +$900K +8,072 +3%
FSC
167
Full Sail Capital
Oklahoma
$30.4M +$1.57M +14,067 +6%
AAS
168
Annex Advisory Services
Wisconsin
$30.2M -$2.39M -21,406 -7%
RWM
169
RKL Wealth Management
Pennsylvania
$30.2M +$46.8K +420 +0.2%
DADC
170
D.A. Davidson & Co
Montana
$30.2M +$276K +2,478 +0.9%
FMC
171
First Merchants Corp
Indiana
$30.1M -$293K -2,624 -1%
VCM
172
Vision Capital Management
Oregon
$29.7M +$683K +6,120 +2%
5L
173
55I LLC
Massachusetts
$29.7M +$4.07M +36,467 +16%
AWM
174
Altium Wealth Management
New York
$29.5M +$1.99M +17,812 +7%
OCG
175
Opus Capital Group
Ohio
$29.5M -$3.3M -29,561 -10%
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