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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1801
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$530K -$76.2K -675 -11%
DKCM
1802
Davidson Kahn Capital Management
California
$527K +$30.8K +273 +6%
AC
1803
Allstate Corporation
Illinois
$523K +$564K +5,000 New
BCA
1804
Ballentine Capital Advisors
South Carolina
$522K – – –
LOPW
1805
Live Oak Private Wealth
North Carolina
$520K +$1.47K +13 +0.3%
FA
1806
Fermata Advisors
California
$518K +$119K +1,052 +27%
VCP
1807
Vista Capital Partners
Oregon
$518K – – –
HP
1808
Holistic Planning
Texas
$516K +$3.16K +28 +0.6%
LIM
1809
Loudon Investment Management
New Hampshire
$513K +$2.82K +25 +0.5%
GPWM
1810
Grant Private Wealth Management
California
$512K +$11.3K +100 +2%
ICM
1811
IMS Capital Management
Oregon
$508K -$97.2K -861 -15%
AIP
1812
ARS Investment Partners
New York
$505K – – –
WFA
1813
WMG Financial Advisors
Tennessee
$503K – – –
FP
1814
Financial Perspectives
Minnesota
$503K +$23.2K +206 +4%
MSWMA
1815
Market Street Wealth Management Advisors
Indiana
$502K -$33.2K -294 -6%
PP
1816
Postrock Partners
Oregon
$502K – – –
DA
1817
Doliver Advisors
Texas
$502K +$25.6K +227 +5%
LWM
1818
Lakeridge Wealth Management
Ohio
$501K -$109K -966 -17%
BWA
1819
Bordeaux Wealth Advisors
California
$500K – – –
AWMM
1820
Aegis Wealth Management (Maryland)
Maryland
$499K +$538K +4,770 New
CAM
1821
Costello Asset Management
Pennsylvania
$498K -$18.1K -160 -3%
WFA
1822
Wells Financial Advisors
Massachusetts
$497K – – –
VCM
1823
Vivaldi Capital Management
Illinois
$497K +$7.33K +65 +1%
NSIM
1824
North Star Investment Management
Illinois
$496K -$73K -647 -12%
SAF
1825
Smith Anglin Financial
Texas
$496K -$83.6K -741 -14%
71 72
73
74 75