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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1801
Bay Colony Advisors
Massachusetts
$280K +$43.8K +457 +18%
PP
1802
Patten & Patten
Tennessee
$279K +$54.6K +569 +24%
GC
1803
Gratus Capital
Georgia
$279K +$282K +2,944 New
TBC
1804
Ted Buchan & Co
California
$277K +$281K +2,930 New
SSC
1805
Syverson Strege & Co
Iowa
$276K – – –
FSG
1806
Financial Strategies Group
Michigan
$275K +$279K +2,910 New
FAT
1807
First American Trust
California
$273K +$277K +2,885 New
JLBC
1808
J.L. Bainbridge & Co
Florida
$272K +$46.6K +486 +20%
PCA
1809
Pallas Capital Advisors
Massachusetts
$272K – – –
CFA
1810
Capstone Financial Advisors
Illinois
$272K +$10.4K +108 +4%
AWA
1811
Acorn Wealth Advisors
Michigan
$271K +$480 +5 +0.2%
HIP
1812
HUB Investment Partners
Texas
$270K -$4.12K -43 -1%
PCMK
1813
Paragon Capital Management (Kansas)
Kansas
$270K – – –
LFP
1814
Leeward Financial Partners
Washington
$270K – – –
WB
1815
West Bancorporation
Iowa
$269K +$76.3K +795 +39%
SF
1816
Safeguard Financial
Wisconsin
$269K +$272K +2,840 New
CAG
1817
Curtis Advisory Group
California
$269K +$7.96K +83 +3%
PFA
1818
Petra Financial Advisors
Colorado
$268K +$271K +2,828 New
SC
1819
SouthState Corp
Florida
$267K -$23.5K -245 -8%
TI
1820
Trexquant Investment
Connecticut
$267K -$105K -1,097 -28%
WRPWM
1821
Werba Rubin Papier Wealth Management
California
$263K +$267K +2,784 New
NFSG
1822
Newbridge Financial Services Group
Florida
$263K -$65.3K -681 -20%
HDIM
1823
Hanson & Doremus Investment Management
Vermont
$263K – – –
LAIC
1824
Lederer & Associates Investment Counsel
California
$263K – – –
HBW
1825
Hazlett, Burt & Watson
West Virginia
$263K +$16.8K +175 +7%
71 72
73
74 75