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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1801
Roundview Capital
New Jersey
$269K +$3.3K +33 +1%
AFO
1802
Allie Family Office
Florida
$268K +$277K +2,767 New
BOM
1803
Bank of Marin
California
$267K – – –
CFO
1804
Collective Family Office
Pennsylvania
$265K +$10K +100 +4%
KCM
1805
Kathmere Capital Management
Pennsylvania
$265K -$400 -4 -0.1%
WRPWM
1806
Werba Rubin Papier Wealth Management
California
$264K -$4.9K -49 -2%
SWM
1807
SFG Wealth Management
Maryland
$262K +$300 +3 +0.1%
AIP
1808
ARS Investment Partners
New York
$261K – – –
SC
1809
Scotia Capital
Ontario, Canada
$260K -$44.2K -442 -14%
AWM
1810
Aries Wealth Management
Maine
$260K – – –
WC
1811
Waterloo Capital
Texas
$260K +$268K +2,685 New
AWA
1812
Acorn Wealth Advisors
Michigan
$259K -$19K -190 -7%
PCA
1813
Pallas Capital Advisors
Massachusetts
$258K – – –
PA
1814
Parkside Advisors
California
$258K +$400 +4 +0.2%
RWM
1815
Revisor Wealth Management
Ohio
$257K +$266K +2,661 New
TWP
1816
Tempus Wealth Planning
California
$257K +$28.8K +288 +12%
TCM
1817
True Capital Management
California
$256K +$5.5K +55 +2%
MWM
1818
Merriman Wealth Management
Washington
$255K -$4.7K -47 -2%
TA
1819
Tiedemann Advisors
New York
$255K -$50.2K -502 -16%
PIA
1820
Petredis Investment Advisors
Pennsylvania
$254K – – –
BW
1821
Bison Wealth
Georgia
$253K +$32.6K +326 +13%
BAMG
1822
Brand Asset Management Group
Missouri
$253K – – –
CWM
1823
Concentric Wealth Management
California
$253K +$2.1K +21 +0.8%
ICM
1824
Islay Capital Management
Texas
$252K -$738K -7,384 -74%
VWM
1825
Vigilare Wealth Management
Arizona
$251K +$300 +3 +0.1%
71 72
73
74 75