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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1776
Cape Investment Advisory
Georgia
$486K +$169K +1,497 +56%
PSA
1777
Plum Street Advisors
Louisiana
$486K +$12.3K +109 +3%
RCP
1778
Rothschild Capital Partners
New York
$485K +$4.75K +42 +1%
LFA
1779
Legacy Financial Advisors
Kentucky
$485K +$42K +372 +10%
WP
1780
WealthPLAN Partners
Nebraska
$485K +$29.7K +263 +7%
TC
1781
Truvestments Capital
Florida
$483K -$28.1K -249 -6%
FAM
1782
Formidable Asset Management
Ohio
$482K +$92.9K +822 +25%
AP
1783
Appleton Partners
Massachusetts
$482K -$95.7K -847 -17%
GWM
1784
Gray Wealth Management
Maine
$481K +$226 +2 +0%
FFP
1785
FourThought Financial Partners
Florida
$481K +$50.6K +448 +12%
AP
1786
Adero Partners
California
$480K – – –
WMA
1787
West Michigan Advisors
Michigan
$479K +$14.7K +130 +3%
WCM
1788
Weaver Capital Management
Georgia
$478K -$11.5K -102 -2%
KCM
1789
Kathmere Capital Management
Pennsylvania
$476K +$45.8K +405 +11%
C1AG
1790
Client 1st Advisory Group
Florida
$475K -$47.8K -423 -9%
LCM
1791
Leisure Capital Management
California
$474K -$14.6K -129 -3%
AFO
1792
Allie Family Office
Florida
$473K – – –
TAM
1793
TCP Asset Management
Ohio
$473K +$231K +2,046 +102%
SHF
1794
Stage Harbor Financial
Massachusetts
$472K -$423K -3,741 -48%
KA
1795
Kooman & Associates
Pennsylvania
$472K +$6.55K +58 +1%
UAG
1796
United Advisor Group
Ohio
$470K +$216K +1,916 +91%
FI
1797
Financial Insights
Washington
$470K -$116K -1,029 -20%
MFG
1798
Mosaic Financial Group
Illinois
$469K +$678 +6 +0.1%
ACI
1799
Alpha Cubed Investments
California
$469K +$10.7K +95 +2%
SAM
1800
S.A. Mason
Michigan
$469K +$99.4K +880 +28%
70 71
72
73 74