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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
1776
Steel Grove Capital Advisors
Tennessee
$280K +$290K +2,900 New
CWA
1777
Clarity Wealth Advisors
California
$280K +$25.3K +253 +10%
FAT
1778
First American Trust
California
$280K +$1.3K +13 +0.5%
OWM
1779
OneAscent Wealth Management
Alabama
$279K +$69K +690 +31%
EP
1780
EPIQ Partners
Minnesota
$279K -$13.4K -134 -4%
JHCP
1781
Jackson Hole Capital Partners
Oklahoma
$278K +$13.6K +136 +5%
PT
1782
Plimoth Trust
Massachusetts
$278K +$287K +2,873 New
JLBC
1783
J.L. Bainbridge & Co
Florida
$278K – – –
CFA
1784
Capstone Financial Advisors
Illinois
$277K – – –
TCB
1785
Texas Capital Bancshares
Texas
$277K +$286K +2,864 New
FP
1786
Financial Perspectives
Minnesota
$276K +$20K +200 +8%
AFP
1787
Ausdal Financial Partners
Iowa
$276K -$33.8K -338 -11%
SAG
1788
Spotlight Asset Group
Illinois
$276K +$299K +2,994 New
PCMK
1789
Paragon Capital Management (Kansas)
Kansas
$276K – – –
LFP
1790
Leeward Financial Partners
Washington
$276K – – –
AFAS
1791
Acorn Financial Advisory Services
Virginia
$275K -$29.4K -294 -9%
CAG
1792
Curtis Advisory Group
California
$275K – – –
PP
1793
Patten & Patten
Tennessee
$272K -$13.1K -131 -4%
WCM
1794
Weik Capital Management
Pennsylvania
$271K +$10K +100 +4%
GWSG
1795
GPS Wealth Strategies Group
Colorado
$270K +$279K +2,791 New
PWS
1796
Peterson Wealth Services
Utah
$270K +$19.5K +195 +8%
HIP
1797
HUB Investment Partners
Texas
$269K -$7.5K -75 -3%
LAIC
1798
Lederer & Associates Investment Counsel
California
$269K – – –
SCI
1799
Stableford Capital II
Arizona
$269K +$284K +2,840 New
VPP
1800
Vertex Planning Partners
Illinois
$269K -$168K -1,680 -38%
70 71
72
73 74