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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWS
1776
McCarter Private Wealth Services
Massachusetts
$818K -$81.4K -593 -10%
I
1777
InvesTrust
Oklahoma
$817K -$9.61K -70 -1%
ACM
1778
Ardent Capital Management
Ohio
$815K -$94.7K -690 -11%
LWPC
1779
Legacy Wealth Partners (Colorado)
Colorado
$810K -$31.6K -230 -4%
AAG
1780
Armstrong Advisory Group
Massachusetts
$809K +$137 +1 +0%
PP
1781
Postrock Partners
Oregon
$807K +$88K +641 +13%
GJIA
1782
Glass Jacobson Investment Advisors
Maryland
$807K +$36.5K +266 +5%
SAM
1783
SP Asset Management
California
$807K -$274 -2 -0%
CBT
1784
Crews Bank & Trust
Florida
$805K +$18.7K +136 +3%
RWP
1785
Ridgeline Wealth Planning
Ohio
$803K – – –
S
1786
Sunpointe
Missouri
$800K – – –
DWM
1787
Daner Wealth Management
Georgia
$796K +$137 +1 +0%
CAM
1788
Clark Asset Management
New Hampshire
$794K +$59.4K +433 +9%
CAM
1789
Costello Asset Management
Pennsylvania
$792K – – –
AIS
1790
American Investment Services
Massachusetts
$792K -$13.7K -100 -2%
ULWM
1791
Upper Left Wealth Management
Florida
$791K -$26.9K -196 -4%
AIM
1792
Alhambra Investment Management
Florida
$789K -$6.86K -50 -0.9%
WAL
1793
W Advisors LLC
Tennessee
$788K -$2.88K -21 -0.4%
WA
1794
Waddell & Associates
Tennessee
$787K -$4.39K -32 -0.6%
SSA
1795
Sierra Summit Advisors
Nevada
$786K – – –
HPM
1796
Hoxton Planning & Management
West Virginia
$784K -$7.82K -57 -1%
2WWM
1797
21 West Wealth Management
California
$782K -$2.06K -15 -0.3%
BA
1798
Brightwater Advisory
Florida
$775K -$14.7K -107 -2%
CA
1799
Carson Advisory
Georgia
$773K +$16.7K +122 +2%
CP
1800
Clarendon Private
Massachusetts
$772K -$20.2K -147 -3%
70 71
72
73 74