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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1801
Holistic Planning
Texas
$622K +$51.9K +434 +9%
SWM
1802
Seaside Wealth Management
California
$620K – – –
CA
1803
Carson Advisory
Georgia
$619K +$4.78K +40 +0.8%
3IP
1804
3Chopt Investment Partners
Virginia
$619K – – –
FAG
1805
Fortitude Advisory Group
Washington
$618K +$218K +1,821 +55%
TP
1806
TritonPoint Partners
Maryland
$618K +$615K +5,139 New
BWL
1807
Bogart Wealth LLC
Virginia
$618K +$19.1K +160 +3%
SCA
1808
Strathmore Capital Advisors
North Carolina
$617K -$58.2K -487 -9%
ACA
1809
Atlas Capital Advisors
Wyoming
$616K +$613K +5,129 New
RZH
1810
Relyea Zuckerberg Hanson
Connecticut
$616K +$77.3K +646 +14%
CHAM
1811
Clear Harbor Asset Management
Connecticut
$616K – – –
GT
1812
GreatBanc Trust
Illinois
$615K -$14.1K -118 -2%
TFGT
1813
TS Financial Group (TSFG)
Illinois
$614K +$1.08K +9 +0.2%
SFP
1814
Strategic Financial Planning
Texas
$614K -$13.5K -113 -2%
TWG
1815
The Wealth Group
Minnesota
$614K -$35.4K -296 -5%
GC
1816
Granville Capital
North Carolina
$612K +$609K +5,091 New
GHAM
1817
Gilman Hill Asset Management
Connecticut
$610K – – –
KWM
1818
KW Wealth Management
California
$608K -$4.78K -40 -0.8%
ST
1819
Somerset Trust
Pennsylvania
$608K – – –
GC
1820
GatePass Capital
Ohio
$604K +$200K +1,672 +50%
LPFG
1821
Landing Point Financial Group
Ohio
$601K -$52.9K -442 -8%
AC
1822
Allstate Corporation
Illinois
$601K – – –
NAS
1823
Nicolet Advisory Services
Wisconsin
$598K +$99.1K +829 +21%
MG
1824
Marex Group
$597K -$74.6K -624 -11%
SSA
1825
Sierra Summit Advisors
Nevada
$596K -$68.8K -575 -10%
71 72
73
74 75