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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1751
Monterey Private Wealth
California
$296K – – –
DI
1752
DAGCO Inc
Ohio
$296K -$135K -1,350 -31%
WB
1753
Webster Bank
Connecticut
$296K +$6K +60 +2%
FH
1754
FWG Holdings
Florida
$295K -$18.7K -187 -6%
TIAM2
1755
Tru Independence Asset Management 2
Oregon
$294K +$304K +3,039 New
BTW
1756
Boston Trust Walden
Massachusetts
$293K – – –
DI
1757
DDFG Inc
California
$293K -$264K -2,643 -47%
KTC
1758
Kistler-Tiffany Companies
Pennsylvania
$293K -$2.7K -27 -0.9%
CAM
1759
Clark Asset Management
New Hampshire
$291K +$800 +8 +0.3%
SAM
1760
Selway Asset Management
$290K – – –
SCM
1761
Shelton Capital Management
Colorado
$290K – – –
NP
1762
NorthRock Partners
Minnesota
$288K -$210K -2,100 -41%
CW
1763
Cook Wealth
North Carolina
$288K +$309K +3,095 New
JIR
1764
James Investment Research
Ohio
$288K -$146K -1,463 -33%
BFG
1765
Beacon Financial Group
Texas
$288K -$104K -1,041 -26%
CWP
1766
Cyndeo Wealth Partners
Florida
$287K -$29K -290 -9%
MWM
1767
Madison Wealth Management
Ohio
$286K -$12.1K -121 -4%
FPWM
1768
FSB Premier Wealth Management
Iowa
$285K -$14K -140 -5%
SBIA
1769
Sheaff Brock Investment Advisors
Indiana
$284K -$5K -50 -2%
SSC
1770
Syverson Strege & Co
Iowa
$282K – – –
SIG
1771
Stonegate Investment Group
Alabama
$282K +$46.1K +461 +19%
CWM
1772
Collaborative Wealth Management
Florida
$282K -$7.4K -74 -2%
AR
1773
Apeiron RIA
Texas
$282K -$1.95M -19,489 -87%
FSG
1774
Financial Strategies Group
Michigan
$281K -$400 -4 -0.1%
CWP
1775
Corepath Wealth Partners
Arizona
$280K +$72.8K +728 +33%
69 70
71
72 73