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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
1751
Cohen Klingenstein
New York
$222K – – –
PIM
1752
Progressive Investment Management
Oregon
$222K – – –
GHAM
1753
Gilman Hill Asset Management
Connecticut
$221K -$8.25K -83 -3%
MCA
1754
Maryland Capital Advisors
Maryland
$221K – – –
FWI
1755
Facet Wealth Inc
Maryland
$221K +$237K +2,387 New
PP
1756
Patten & Patten
Tennessee
$220K +$1.29K +13 +0.5%
FNBTCON
1757
First National Bank & Trust Co of Newtown
Pennsylvania
$219K – – –
SLG
1758
Stanley-Laman Group
Pennsylvania
$219K +$696 +7 +0.3%
MSCM
1759
McElhenny Sheffield Capital Management
Texas
$218K -$13.2K -133 -5%
CIS
1760
Connors Investor Services
Pennsylvania
$218K – – –
FP
1761
Financial Perspectives
Minnesota
$217K +$1.89K +19 +0.8%
PRWA
1762
Platte River Wealth Advisors
Colorado
$217K -$321K -3,225 -58%
JLBC
1763
J.L. Bainbridge & Co
Florida
$216K -$11.1K -112 -5%
OWM
1764
OneAscent Wealth Management
Alabama
$216K -$8.05K -81 -3%
AWM
1765
Aberdeen Wealth Management
Illinois
$215K – – –
MRCM
1766
M&R Capital Management
New Jersey
$215K +$199 +2 +0.1%
CWA
1767
Clarity Wealth Advisors
California
$215K +$232K +2,333 New
BG
1768
Benedetti & Gucer
Georgia
$214K -$20.1K -202 -8%
TCWM
1769
Total Clarity Wealth Management
Illinois
$214K – – –
CPSC
1770
Carl P. Sherr & Co
Massachusetts
$213K – – –
MCWA
1771
Meadow Creek Wealth Advisors
Georgia
$213K – – –
SWA
1772
SFMG Wealth Advisors
Texas
$213K +$3.78K +38 +2%
SMH
1773
Sanders Morris Harris
Texas
$213K +$229K +2,306 New
LA
1774
Lifeworks Advisors
Michigan
$212K -$20.3K -204 -8%
CA
1775
Carson Advisory
Georgia
$212K +$4.08K +41 +2%
69 70
71
72 73