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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1776
Crews Bank & Trust
Florida
$805K +$18.7K +136 +3%
RWP
1777
Ridgeline Wealth Planning
Ohio
$803K – – –
S
1778
Sunpointe
Missouri
$800K – – –
DWM
1779
Daner Wealth Management
Georgia
$796K +$137 +1 +0%
CAM
1780
Clark Asset Management
New Hampshire
$794K +$59.4K +433 +9%
CAM
1781
Costello Asset Management
Pennsylvania
$792K – – –
AIS
1782
American Investment Services
Massachusetts
$792K -$13.7K -100 -2%
ULWM
1783
Upper Left Wealth Management
Florida
$791K -$26.9K -196 -4%
AIM
1784
Alhambra Investment Management
Florida
$789K -$6.86K -50 -0.9%
WAL
1785
W Advisors LLC
Tennessee
$788K -$2.88K -21 -0.4%
WA
1786
Waddell & Associates
Tennessee
$787K -$4.39K -32 -0.6%
SSA
1787
Sierra Summit Advisors
Nevada
$786K – – –
HPM
1788
Hoxton Planning & Management
West Virginia
$784K -$7.82K -57 -1%
2WWM
1789
21 West Wealth Management
California
$782K -$2.06K -15 -0.3%
BA
1790
Brightwater Advisory
Florida
$775K -$14.7K -107 -2%
CA
1791
Carson Advisory
Georgia
$773K +$16.7K +122 +2%
CP
1792
Clarendon Private
Massachusetts
$772K -$20.2K -147 -3%
BWM
1793
BKM Wealth Management
Wisconsin
$771K -$127K -923 -15%
JWM
1794
JGP Wealth Management
Oregon
$771K +$70.8K +516 +11%
PCA
1795
Prosperity Capital Advisors
Ohio
$770K -$931K -6,787 -57%
SWM
1796
Seaside Wealth Management
California
$770K +$4.53K +33 +0.6%
CAS
1797
Coppell Advisory Solutions
Texas
$769K +$4.25M +30,936 New
MWM
1798
Mosley Wealth Management
California
$769K -$201K -1,461 -22%
FCM
1799
Fourpath Capital Management
Oklahoma
$767K -$3.57K -26 -0.5%
HAFG
1800
Hansen & Associates Financial Group
California
$766K +$338K +2,462 +89%
70 71
72
73 74