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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1776
DDD Partners
Washington
$536K +$178K +1,549 +52%
PWA
1777
Primoris Wealth Advisors
Florida
$535K – – –
AWA
1778
Alta Wealth Advisors
Massachusetts
$535K -$13.3K -116 -3%
DA
1779
Doliver Advisors
Texas
$534K -$12.1K -105 -2%
TCM
1780
Tassel Capital Management
North Carolina
$533K -$2.42K -21 -0.5%
RZH
1781
Relyea Zuckerberg Hanson
Connecticut
$533K – – –
GI
1782
GAMCO Investors
Connecticut
$531K -$4.83K -42 -0.9%
MWA
1783
Medallion Wealth Advisors
Connecticut
$531K -$66.2K -576 -11%
COCM
1784
Charter Oak Capital Management
New Hampshire
$531K +$22.8K +198 +5%
CCWM
1785
Correct Capital Wealth Management
Missouri
$530K – – –
SAM
1786
S.A. Mason
Michigan
$529K -$2.88K -25 -0.6%
HCMG
1787
Howard Capital Management Group
California
$529K – – –
TC
1788
TownSquare Capital
Utah
$528K -$73.5K -639 -13%
AAMC
1789
Asset Allocation & Management Company
Illinois
$528K – – –
WPP
1790
Whalerock Point Partners
Rhode Island
$527K – – –
TWP
1791
Triad Wealth Partners
Kansas
$527K +$54.9K +477 +12%
GWM
1792
GDS Wealth Management
Texas
$525K +$40K +348 +9%
EWM
1793
EPG Wealth Management
Georgia
$525K -$125K -1,085 -20%
BBPWM
1794
Blue Bell Private Wealth Management
Pennsylvania
$524K +$8.28K +72 +2%
MCM
1795
MV Capital Management
Maryland
$524K – – –
SVWG
1796
Shared Vision Wealth Group
United States
$523K -$20.2K -176 -4%
TAFW
1797
Tred Avon Family Wealth
Maryland
$523K +$507K +4,404 New
NA
1798
Nautilus Advisors
California
$522K +$104K +904 +26%
SWM
1799
SFG Wealth Management
Maryland
$522K +$1.61K +14 +0.3%
CPA
1800
Clear Point Advisors
New York
$522K -$2.19K -19 -0.4%
70 71
72
73 74