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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1726
Lazari Capital Management
California
$877K +$961 +7 +0.1%
GG
1727
Greenwood Gearhart
Arkansas
$877K +$279K +2,034 +52%
MWA
1728
Meridian Wealth Advisors
Texas
$873K +$1.24K +9 +0.2%
BCM
1729
Brookmont Capital Management
Texas
$873K +$24.4K +178 +3%
AWA
1730
Alta Wealth Advisors
Massachusetts
$872K +$30.9K +225 +4%
AWA
1731
Argos Wealth Advisors
California
$871K – – –
DFG
1732
Dupree Financial Group
Kentucky
$870K +$21.1K +154 +3%
MLL
1733
Moody Lynn & Lieberson
Massachusetts
$869K – – –
OWP
1734
ORG Wealth Partners
Texas
$868K -$48.7K -355 -6%
TPW
1735
TL Private Wealth
Texas
$863K -$122K -886 -13%
LNB
1736
Ledyard National Bank
$862K +$64.1K +467 +9%
KA
1737
Kearns & Associates
California
$861K – – –
AIFAIM
1738
American Institute for Advanced Investment Management
Arizona
$860K -$961 -7 -0.1%
VAG
1739
VisionPoint Advisory Group
Texas
$859K +$98.7K +719 +14%
MWA
1740
Motive Wealth Advisors
Michigan
$859K -$2.61K -19 -0.3%
AAMA
1741
Advanced Asset Management Advisors
Ohio
$857K – – –
ACM
1742
Advisors Capital Management
New Jersey
$857K -$171K -1,244 -18%
LW
1743
Livet Wealth
Utah
$855K -$67.2K -490 -8%
DSA
1744
Droms Strauss Advisors
Missouri
$854K +$549 +4 +0.1%
SEEDPG
1745
S.E.E.D. Planning Group
New York
$853K +$56.7K +413 +8%
CIM
1746
Cambria Investment Management
California
$853K -$7K -51 -0.9%
MSFS
1747
Main Street Financial Solutions
Pennsylvania
$852K -$7.96K -58 -1%
AFP
1748
Ausdal Financial Partners
Iowa
$850K -$593K -4,323 -43%
HIP
1749
Harrell Investment Partners
Texas
$849K -$19.4K -141 -2%
BW
1750
Balance Wealth
Ohio
$848K +$27.7K +202 +4%
68 69
70
71 72