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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
1801
Private Capital Management (Florida)
Florida
$763K +$78K +568 +12%
CA
1802
Calton & Associates
Florida
$762K -$404K -2,943 -36%
GS
1803
GWN Securities
Florida
$762K +$11.1K +81 +2%
HSG
1804
Helen Stephens Group
Texas
$759K -$14K -102 -2%
CC
1805
Chicago Capital
Illinois
$759K +$427K +3,112 +155%
SFP
1806
Strategic Financial Planning
Texas
$757K +$243K +1,769 +53%
OKSA
1807
O'Keefe Stevens Advisory
New York
$756K – – –
GC
1808
Granville Capital
North Carolina
$755K – – –
SL
1809
SFM LLC
New Hampshire
$753K -$21.8K -159 -3%
GHAM
1810
Gilman Hill Asset Management
Connecticut
$753K – – –
FP
1811
Financial Perspectives
Minnesota
$752K +$1.24K +9 +0.2%
WAG
1812
Winthrop Advisory Group
Massachusetts
$750K +$87K +634 +14%
CL
1813
COWA LLC
Oklahoma
$750K -$6.86K -50 -1%
PC
1814
Permanens Capital
New York
$742K +$686K +5,000 New
KNW
1815
Kesler Norman & Wride
Utah
$740K +$53.9K +393 +9%
TAFW
1816
Tred Avon Family Wealth
Maryland
$740K – – –
SIC
1817
Salem Investment Counselors
North Carolina
$738K +$7.96K +58 +1%
KW
1818
Keyvantage Wealth
Pennsylvania
$737K -$82.5K -601 -11%
LWM
1819
Lakeridge Wealth Management
Ohio
$734K +$24.8K +181 +4%
BI
1820
BluePrint Investing
California
$734K -$249K -1,817 -27%
GFG
1821
Greystone Financial Group
Michigan
$733K +$356K +2,597 +111%
HPA
1822
High Probability Advisors
New York
$732K -$5.35K -39 -0.8%
EGA
1823
E&G Advisors
Texas
$731K – – –
DWP
1824
Daymark Wealth Partners
Ohio
$728K +$86.3K +629 +15%
BBPWM
1825
Blue Bell Private Wealth Management
Pennsylvania
$727K +$18.3K +133 +3%
71 72
73
74 75