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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1776
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$510K -$77.5K -750 -14%
FF
1777
Finley Financial
Nevada
$509K – – –
LWM
1778
Lakeridge Wealth Management
Ohio
$509K -$14.6K -141 -3%
SC
1779
Sierra Capital
Florida
$508K – – –
QFA
1780
Quattro Financial Advisors
Texas
$508K – – –
RPCA
1781
Running Point Capital Advisors
California
$507K – – –
PFG
1782
Pinnacle Financial Group
Illinois
$506K +$8.37K +81 +2%
FFL
1783
Financial Freedom LLC
Ohio
$505K -$52.7K -510 -10%
SVWG
1784
Shared Vision Wealth Group
United States
$505K +$41.1K +398 +10%
FI
1785
FWG Investments
Kentucky
$505K +$477K +4,617 New
AWA
1786
Alta Wealth Advisors
Massachusetts
$504K -$87.2K -844 -15%
JHCP
1787
Jackson Hole Capital Partners
Oklahoma
$504K +$12.1K +117 +3%
DA
1788
Doliver Advisors
Texas
$503K -$20.4K -197 -4%
PI
1789
Parkside Investments
Illinois
$502K -$4.34K -42 -0.9%
LFG
1790
Lazard Frères Gestion
France
$502K – – –
BWP
1791
BSW Wealth Partners
Colorado
$502K -$90.3K -874 -16%
FC
1792
Financial Council
Maryland
$500K – – –
JWM
1793
JGP Wealth Management
Oregon
$500K +$17K +164 +4%
PCA
1794
Prosperity Capital Advisors
Ohio
$500K -$80.4K -778 -15%
CIAS
1795
CBIZ Investment Advisory Services
Ohio
$496K -$21.2K -205 -4%
TNB
1796
Thomasville National Bank
Georgia
$495K +$3.52K +34 +0.8%
BWM
1797
Brown Wealth Management
Illinois
$495K -$3.83M -37,051 -89%
BF
1798
Bonfire Financial
Colorado
$493K +$103 +1 +0%
GI
1799
GAMCO Investors
Connecticut
$493K +$467K +4,513 New
TCM
1800
Tassel Capital Management
North Carolina
$492K +$64.4K +623 +16%
70 71
72
73 74