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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
1726
Moody Lynn & Lieberson
Massachusetts
$869K – – –
OWP
1727
ORG Wealth Partners
Texas
$868K -$48.7K -355 -6%
TPW
1728
TL Private Wealth
Texas
$863K -$122K -886 -13%
LNB
1729
Ledyard National Bank
$862K +$64.1K +467 +9%
KA
1730
Kearns & Associates
California
$861K – – –
AIFAIM
1731
American Institute for Advanced Investment Management
Arizona
$860K -$961 -7 -0.1%
VAG
1732
VisionPoint Advisory Group
Texas
$859K +$98.7K +719 +14%
MWA
1733
Motive Wealth Advisors
Michigan
$859K -$2.61K -19 -0.3%
AAMA
1734
Advanced Asset Management Advisors
Ohio
$857K – – –
ACM
1735
Advisors Capital Management
New Jersey
$857K -$171K -1,244 -18%
LW
1736
Livet Wealth
Utah
$855K -$67.2K -490 -8%
DSA
1737
Droms Strauss Advisors
Missouri
$854K +$549 +4 +0.1%
SEEDPG
1738
S.E.E.D. Planning Group
New York
$853K +$56.7K +413 +8%
CIM
1739
Cambria Investment Management
California
$853K -$7K -51 -0.9%
MSFS
1740
Main Street Financial Solutions
Pennsylvania
$852K -$7.96K -58 -1%
AFP
1741
Ausdal Financial Partners
Iowa
$850K -$593K -4,323 -43%
HIP
1742
Harrell Investment Partners
Texas
$849K -$19.4K -141 -2%
BW
1743
Balance Wealth
Ohio
$848K +$27.7K +202 +4%
TPWM
1744
Twelve Points Wealth Management
Massachusetts
$847K -$125K -908 -14%
AWM
1745
Adams Wealth Management
Utah
$847K -$137 -1 -0%
CI
1746
CacheTech Inc
Utah
$847K -$137 -1 -0%
MWM
1747
McNaughton Wealth Management
California
$846K +$274 +2 +0%
STA
1748
Shade Tree Advisors
New York
$845K – – –
BFG
1749
Bouchey Financial Group
New York
$845K – – –
LL
1750
LPWM LLC
Minnesota
$844K – – –
68 69
70
71 72