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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1751
Winthrop Advisory Group
Massachusetts
$216K +$23.4K +241 +11%
MMPW
1752
Mitchell McLeod Pugh & Williams
Alabama
$216K +$241K +2,478 New
RC
1753
Roundview Capital
New Jersey
$215K +$1.85K +19 +0.8%
TWA
1754
TCI Wealth Advisors
Arizona
$213K -$874 -9 -0.4%
NHC
1755
Nicholas Hoffman & Company
Georgia
$213K -$97 -1 -0%
TB
1756
Terril Brothers
Missouri
$213K – – –
IC
1757
Iconiq Capital
California
$213K +$1.17K +12 +0.5%
CCMG
1758
Clark Capital Management Group
Pennsylvania
$213K +$3.98K +41 +2%
TWM
1759
Thrive Wealth Management
Pennsylvania
$213K +$21.4K +220 +10%
BFC
1760
Bedel Financial Consulting
Indiana
$213K +$213K +2,196 New
LWP
1761
Lumature Wealth Partners
Georgia
$212K -$7.77K -80 -3%
HIM
1762
Hanlon Investment Management
New Jersey
$212K +$237K +2,435 New
LWP
1763
Legacy Wealth Planning
Nevada
$211K -$8.94K -92 -4%
BCM
1764
BTR Capital Management
California
$211K +$236K +2,425 New
CK
1765
Cohen Klingenstein
New York
$209K – – –
GHAM
1766
Gilman Hill Asset Management
Connecticut
$209K – – –
NB
1767
Nicolet Bankshares
Wisconsin
$209K – – –
PIM
1768
Progressive Investment Management
Oregon
$209K – – –
MCA
1769
Maryland Capital Advisors
Maryland
$208K -$486 -5 -0.2%
JLBC
1770
J.L. Bainbridge & Co
Florida
$208K +$4.86K +50 +2%
MFG
1771
MidWestOne Financial Group
Iowa
$208K +$231K +2,380 New
CWP
1772
Concord Wealth Partners
Virginia
$207K -$21.2K -218 -8%
LG
1773
Leuthold Group
Minnesota
$207K -$13.8K -142 -6%
PP
1774
Patten & Patten
Tennessee
$207K – – –
CPSC
1775
Carl P. Sherr & Co
Massachusetts
$207K +$6.51K +67 +3%
69 70
71
72 73