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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1801
Logan Capital Management
Pennsylvania
$165K – – –
ACM
1802
Absolute Capital Management
Pennsylvania
$157K +$174K +1,795 New
AIM
1803
Axiom Investment Management
New York
$156K -$10.4K -107 -6%
HWA
1804
HHM Wealth Advisors
Tennessee
$155K – – –
BWL
1805
Bogart Wealth LLC
Virginia
$155K +$12.8K +132 +8%
WBC
1806
West Branch Capital
Massachusetts
$154K +$194 +2 +0.1%
GA
1807
GoalVest Advisory
New York
$152K -$114K -1,176 -40%
IRAG
1808
Investment Research & Advisory Group
Georgia
$150K – – –
LTI
1809
Laffer Tengler Investments
Tennessee
$149K – – –
TAM
1810
Tucker Asset Management
Colorado
$147K +$142K +1,460 +3,395%
WFA
1811
WestHill Financial Advisors
California
$145K – – –
OIA
1812
Optimum Investment Advisors
Illinois
$142K – – –
IWP
1813
IAG Wealth Partners
Wisconsin
$141K -$14.6K -150 -8%
AA
1814
Addison Advisors
Vermont
$135K – – –
FFC
1815
First Financial Corp
Indiana
$134K +$80.4K +828 +117%
DAC
1816
Dividend Assets Capital
South Carolina
$131K -$7.96K -82 -5%
SSG
1817
Summit Securities Group
New York
$131K +$146K +1,500 New
MCM
1818
MV Capital Management
Maryland
$130K +$8.16K +84 +6%
BL
1819
Balentine LLC
Georgia
$129K +$680 +7 +0.5%
CCP
1820
Clarkston Capital Partners
Michigan
$126K – – –
FRA
1821
Front Row Advisors
California
$124K – – –
WWMSC
1822
Wagner Wealth Management (South Carolina)
South Carolina
$122K – – –
GM
1823
GeoWealth Management
Illinois
$115K -$16.8K -173 -12%
LB
1824
Legacy Bridge
Iowa
$113K – – –
AWM
1825
Aspire Wealth Management
Massachusetts
$113K +$116K +1,191 +1,083%
71 72
73
74 75