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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1726
Cherry Tree Wealth Management
Minnesota
$534K – – –
CWM
1727
Concentrum Wealth Management
California
$533K +$27.9K +247 +6%
NIC
1728
Northwest Investment Counselors
Oregon
$529K – – –
BWM
1729
BigSur Wealth Management
Florida
$526K +$508K +4,500 New
LF
1730
LifeSteps Financial
California
$525K -$69K -611 -12%
CWS
1731
Confluence Wealth Services
Pennsylvania
$523K +$165K +1,458 +48%
PCMC
1732
Planning Capital Management Corporation
Pennsylvania
$523K -$74K -655 -13%
FPB
1733
First PREMIER Bank
South Dakota
$522K -$229K -2,023 -31%
FA
1734
FC Advisory
Pennsylvania
$522K +$1.36K +12 +0.3%
WPP
1735
Whalerock Point Partners
Rhode Island
$520K +$113 +1 +0%
TFM
1736
Trademark Financial Management
Minnesota
$518K -$11.5K -102 -2%
JC
1737
JB Capital
Connecticut
$517K +$90.8K +804 +22%
CCT
1738
Capital City Trust
Florida
$516K +$9.6K +85 +2%
MSG
1739
Main Street Group
Virginia
$513K -$14.9K -132 -3%
OC
1740
Oarsman Capital
Wisconsin
$513K +$155K +1,371 +45%
TW
1741
Transform Wealth
Colorado
$513K -$60.4K -535 -11%
NJIM
1742
Nabity-Jensen Investment Management
Nebraska
$512K -$21.1K -187 -4%
SMG
1743
Smart Money Group
Texas
$510K +$1.24K +11 +0.2%
BI
1744
Ballast Inc
Kentucky
$510K -$26.7K -236 -5%
SI
1745
Seeds Investor
New York
$510K +$492K +4,358 New
AWA
1746
Acorn Wealth Advisors
Michigan
$508K -$8.47K -75 -2%
FP
1747
Financial Perspectives
Minnesota
$508K +$9.15K +81 +2%
HP
1748
Holistic Planning
Texas
$507K +$6.33K +56 +1%
WF
1749
WoodTrust Financial
Wisconsin
$507K -$113K -1,000 -19%
OAM
1750
Occidental Asset Management
California
$506K +$489K +4,326 New
68 69
70
71 72