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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1776
Forum Financial Management
Illinois
$210K +$226K +2,268 New
JWM
1777
JGP Wealth Management
Oregon
$209K – – –
PPW
1778
Parcion Private Wealth
Washington
$209K +$214K +2,154 New
PWS
1779
Peterson Wealth Services
Utah
$208K -$43.7K -439 -16%
TT
1780
TI-Trust
Illinois
$207K – – –
SIG
1781
Stonegate Investment Group
Alabama
$207K +$10K +101 +5%
SCP
1782
Syntal Capital Partners
Texas
$206K -$955K -9,603 -81%
CRCM
1783
Corbett Road Capital Management
Virginia
$206K -$134K -1,349 -38%
RRC
1784
Relaxing Retirement Coach
Massachusetts
$206K -$40.4K -406 -15%
RCG
1785
Resource Consulting Group
Florida
$206K -$31.9K -321 -13%
WAG
1786
Winthrop Advisory Group
Massachusetts
$206K -$1.09K -11 -0.5%
NF
1787
Norwood Financial
Pennsylvania
$206K – – –
MWA
1788
Meridian Wealth Advisors
Texas
$206K +$99 +1 +0%
TAM
1789
Tealwood Asset Management
Minnesota
$205K -$3.78K -38 -2%
TWM
1790
Thrive Wealth Management
Pennsylvania
$205K +$221K +2,220 New
CAN
1791
Claraphi Advisory Network
United States
$204K -$1.99K -20 -0.9%
SCM
1792
Schnieders Capital Management
California
$204K +$99 +1 +0%
TIAM2
1793
Tru Independence Asset Management 2
Oregon
$203K -$59.8K -601 -21%
CWP
1794
Corepath Wealth Partners
Arizona
$203K -$33.1K -333 -13%
AFO
1795
Allie Family Office
Florida
$203K – – –
OR
1796
Olympiad Research
Connecticut
$202K -$317K -3,187 -59%
C
1797
CEDRUS
Colorado
$202K -$182K -1,830 -46%
TI
1798
Tidal Investments
Wisconsin
$200K -$43.7M -439,659 -100%
TW
1799
TrinityPoint Wealth
Connecticut
$200K – – –
CB
1800
Cadence Bank
Mississippi
$200K +$31.1K +313 +17%
70 71
72
73 74