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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1801
Patten & Patten
Tennessee
$255K -$13.5K -125 -5%
SLG
1802
Stanley-Laman Group
Pennsylvania
$255K +$6.04K +56 +2%
CFG
1803
Carter Financial Group
Illinois
$255K +$255K +2,363 New
CIS
1804
Connors Investor Services
Pennsylvania
$254K – – –
DPI
1805
Diversified Portfolios Inc
Michigan
$254K +$254K +2,353 New
TPA
1806
Trivium Point Advisory
Connecticut
$253K +$261K +2,415 New
HC
1807
Hamilton Capital
Ohio
$252K -$17.2K -159 -6%
FP
1808
Financial Perspectives
Minnesota
$251K +$21.9K +203 +10%
AWM
1809
Aberdeen Wealth Management
Illinois
$251K – – –
MRCM
1810
M&R Capital Management
New Jersey
$251K +$61.3K +568 +32%
KWM
1811
Kaydan Wealth Management
Michigan
$250K -$44K -408 -15%
LSA
1812
Lion Street Advisors
Texas
$250K +$3.24K +30 +1%
TCWM
1813
Total Clarity Wealth Management
Illinois
$250K +$31.5K +292 +14%
MCWA
1814
Meadow Creek Wealth Advisors
Georgia
$249K -$106K -986 -30%
CPSC
1815
Carl P. Sherr & Co
Massachusetts
$249K -$35.6K -330 -13%
ODFS
1816
O'Donnell Financial Services
California
$248K -$198K -1,832 -44%
VWA
1817
Visionary Wealth Advisors
Illinois
$248K +$48.5K +449 +24%
MPW
1818
Monterey Private Wealth
California
$246K – – –
IAG
1819
Investmark Advisory Group
Connecticut
$245K +$432 +4 +0.2%
SWA
1820
SFMG Wealth Advisors
Texas
$245K +$245K +2,272 New
TAM
1821
Tealwood Asset Management
Minnesota
$244K +$33.2K +308 +16%
SCA
1822
Sandy Cove Advisors
Massachusetts
$244K +$48K +445 +24%
CPA
1823
Capital Planning Advisors
California
$243K – – –
CA
1824
Carson Advisory
Georgia
$243K +$324 +3 +0.1%
GF
1825
Gries Financial
Ohio
$243K +$51.1K +474 +27%
71 72
73
74 75