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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1726
Financial Perspectives
Minnesota
$232K +$30.1K +310 +13%
MRCM
1727
M&R Capital Management
New Jersey
$231K +$31.3K +322 +14%
BAMG
1728
Brand Asset Management Group
Missouri
$230K – – –
FWM
1729
ForthRight Wealth Management
Georgia
$230K +$256K +2,633 New
BWP
1730
Bernardo Wealth Planning
Pennsylvania
$229K -$21.1K -217 -8%
TWP
1731
Tempus Wealth Planning
California
$229K +$255K +2,630 New
PIFP
1732
Partners in Financial Planning
Virginia
$228K +$194 +2 +0.1%
AIG
1733
American International Group
New York
$228K -$651K -6,700 -72%
HWM
1734
Horizon Wealth Management
Illinois
$228K -$392K -4,034 -61%
TA
1735
Tiedemann Advisors
New York
$228K +$14.9K +153 +6%
SA
1736
SRH Advisors
Kansas
$228K +$47.5K +489 +23%
HBW
1737
Hazlett, Burt & Watson
West Virginia
$227K +$7.96K +82 +3%
MPI
1738
Mairs & Power Inc
Minnesota
$226K -$98.6K -1,015 -28%
SCM
1739
Seascape Capital Management
New Hampshire
$226K – – –
IFS
1740
Ifrah Financial Services
Arkansas
$226K +$777 +8 +0.3%
CWM
1741
Concentric Wealth Management
California
$226K +$971 +10 +0.4%
VWM
1742
Vigilare Wealth Management
Arizona
$226K +$252K +2,591 New
PD
1743
Planning Directions
Pennsylvania
$225K -$110K -1,134 -31%
PTB
1744
Pioneer Trust Bank
Oregon
$225K +$971 +10 +0.4%
SCM
1745
Stordahl Capital Management
Colorado
$222K -$3.69K -38 -1%
VCM
1746
Virtue Capital Management
Tennessee
$221K – – –
WA
1747
Wambolt & Associates
Colorado
$221K +$1.26K +13 +0.5%
CBTWT
1748
Community Bank & Trust (Waco, Texas)
Texas
$219K -$38.9K -400 -14%
PWM
1749
Penobscot Wealth Management
Maine
$219K – – –
BCA
1750
Bay Colony Advisors
Massachusetts
$218K +$243K +2,498 New
68 69
70
71 72