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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
NCG
1726
Newport Capital Group
New Jersey
$327K +$313K +3,283 New
KWA
1727
Kingswood Wealth Advisors
California
$324K +$310K +3,254 New
DP
1728
DDD Partners
Washington
$324K – – –
WMA
1729
West Michigan Advisors
Michigan
$324K -$11.2K -118 -4%
IP
1730
Investment Partners
Ohio
$322K +$95 +1 +0%
KA
1731
Kooman & Associates
Pennsylvania
$322K +$13.8K +145 +5%
FC
1732
Financial Council
Maryland
$321K +$381 +4 +0.1%
PWM
1733
Paulson Wealth Management
Illinois
$320K +$12.8K +134 +4%
HT
1734
Heritage Trust
Oklahoma
$320K -$1.52K -16 -0.5%
HCM
1735
Hollencrest Capital Management
California
$320K – – –
SWM
1736
Segment Wealth Management
Texas
$319K -$87.6K -920 -22%
HCMT
1737
Highland Capital Management (Tennessee)
Tennessee
$318K +$304K +3,193 New
MPW
1738
Monterey Private Wealth
California
$318K +$11.8K +124 +4%
SAM
1739
Secure Asset Management
Michigan
$317K +$91.9K +965 +43%
FH
1740
FWG Holdings
Florida
$317K -$190 -2 -0.1%
BWA
1741
Beam Wealth Advisors
Louisiana
$317K +$8.57K +90 +3%
KTC
1742
Kistler-Tiffany Companies
Pennsylvania
$316K +$13.4K +141 +5%
TAM
1743
TCP Asset Management
Ohio
$315K -$2.61M -27,386 -90%
WI
1744
WrapManager Inc
California
$315K -$85.5K -898 -22%
NB
1745
Nicolet Bankshares
Wisconsin
$314K – – –
NCM
1746
Northside Capital Management
Oregon
$314K +$67.5K +709 +29%
AWM
1747
Avondale Wealth Management
Texas
$313K -$50.4K -529 -14%
EA
1748
Eudaimonia Advisors
Tennessee
$313K -$29.2K -307 -9%
BDFN
1749
Bond & Devick Financial Network
Minnesota
$313K – – –
NFG
1750
Nadler Financial Group
Illinois
$313K -$17.6K -185 -6%
68 69
70
71 72