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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1751
Hamilton Capital
Ohio
$286K +$285K +2,499 New
PP
1752
Patten & Patten
Tennessee
$285K +$11.4K +100 +4%
ACM
1753
Argent Capital Management
Missouri
$283K – – –
VWA
1754
VERITY Wealth Advisors
United States
$283K +$114 +1 +0%
SAM
1755
Strategy Asset Managers
California
$280K -$1.08M -9,505 -80%
TB
1756
Terril Brothers
Missouri
$280K – – –
WAM
1757
Weatherly Asset Management
California
$280K +$1.03K +9 +0.4%
VCM
1758
Virtue Capital Management
Tennessee
$280K +$279K +2,448 New
NB
1759
Nicolet Bankshares
Wisconsin
$277K +$2.51K +22 +0.9%
IC
1760
Iconiq Capital
California
$276K +$1.82K +16 +0.7%
AI
1761
AXS Investments
New York
$275K -$138K -1,211 -34%
NEWAS
1762
N.E.W. Advisory Services
Wisconsin
$275K -$12.2K -107 -4%
CK
1763
Cohen Klingenstein
New York
$275K – – –
PIM
1764
Progressive Investment Management
Oregon
$275K – – –
CWP
1765
Corepath Wealth Partners
Arizona
$275K +$27.8K +244 +11%
MCA
1766
Maryland Capital Advisors
Maryland
$274K +$272K +2,389 New
EWM
1767
Endowment Wealth Management
Wisconsin
$273K +$272K +2,387 New
FNBTCON
1768
First National Bank & Trust Co of Newtown
Pennsylvania
$271K – – –
CIS
1769
Connors Investor Services
Pennsylvania
$270K +$10.3K +90 +4%
CWP
1770
Concord Wealth Partners
Virginia
$270K +$268K +2,354 +47,080%
JLBC
1771
J.L. Bainbridge & Co
Florida
$269K – – –
TW
1772
TrinityPoint Wealth
Connecticut
$268K -$17.1K -150 -6%
AWM
1773
Aberdeen Wealth Management
Illinois
$267K +$266K +2,330 New
MSCM
1774
McElhenny Sheffield Capital Management
Texas
$267K +$266K +2,334 New
PIFP
1775
Partners in Financial Planning
Virginia
$267K +$2.39K +21 +0.8%
69 70
71
72 73