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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
1726
Northern Financial Advisors
Michigan
$334K +$338K +3,529 New
HFG
1727
Heron Financial Group
New York
$334K – – –
MRCM
1728
M&R Capital Management
New Jersey
$334K +$83.8K +874 +33%
TA
1729
TruWealth Advisors
Louisiana
$333K -$1.92K -20 -0.6%
ULWM
1730
Upper Left Wealth Management
Florida
$333K -$30.1K -314 -8%
EHC
1731
Everett Harris & Co
California
$331K +$19.2K +200 +6%
CS
1732
Cannell & Spears
New York
$331K – – –
PAWA
1733
Palo Alto Wealth Advisors
California
$330K +$334K +3,484 New
AAP
1734
Arax Advisory Partners
Colorado
$328K -$9.21K -96 -3%
OC
1735
Oarsman Capital
Wisconsin
$326K -$4.89K -51 -1%
GWS
1736
Glassman Wealth Services
Virginia
$323K -$6.62K -69 -2%
ORC
1737
O'Rourke & Company
Massachusetts
$323K – – –
PCM
1738
Poehling Capital Management
Wisconsin
$321K – – –
MAP
1739
Milestone Advisory Partners
North Carolina
$320K – – –
CFA
1740
Camarda Financial Advisors
Florida
$314K – – –
LWM
1741
Laidlaw Wealth Management
New York
$314K +$1.05K +11 +0.3%
CWM
1742
Circle Wealth Management
New Jersey
$312K +$2.97K +31 +0.9%
FA
1743
Fermata Advisors
California
$310K -$103K -1,069 -25%
ACA
1744
Aptus Capital Advisors
Alabama
$309K -$23.9K -249 -7%
FWI
1745
Facet Wealth Inc
Maryland
$309K +$22.5K +235 +9%
TT
1746
TI-Trust
Illinois
$309K +$313K +3,260 New
CWP
1747
Cyndeo Wealth Partners
Florida
$308K +$312K +3,258 New
IA
1748
Inspire Advisors
Idaho
$308K -$161K -1,674 -34%
DP
1749
DDD Partners
Washington
$307K – – –
FH
1750
FWG Holdings
Florida
$307K -$32.1K -335 -9%
68 69
70
71 72