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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1801
Serenity Investment Advisors
Illinois
$648K +$599K +4,719 New
BIG
1802
Brooklyn Investment Group
New York
$647K +$312K +2,453 +89%
FCM
1803
Fourpath Capital Management
Oklahoma
$646K -$1.64M -12,930 -71%
GJIA
1804
Glass Jacobson Investment Advisors
Maryland
$643K -$5.72K -45 -0.9%
GIPW
1805
Granite Islands Private Wealth
Connecticut
$641K -$29.6K -233 -4%
SWM
1806
Seaside Wealth Management
California
$641K – – –
GWM
1807
GDS Wealth Management
Texas
$640K +$63.4K +499 +11%
TWP
1808
Tyche Wealth Partners
Texas
$637K -$17.7K -139 -3%
TWG
1809
The Wealth Group
Minnesota
$636K +$889 +7 +0.1%
CL
1810
COWA LLC
Oklahoma
$635K -$318K -2,500 -33%
OKSA
1811
O'Keefe Stevens Advisory
New York
$634K +$648K +5,099 New
RF
1812
Rossby Financial
Florida
$633K +$165K +1,299 +34%
LPFG
1813
Landing Point Financial Group
Ohio
$633K +$10.9K +86 +2%
GC
1814
Granville Capital
North Carolina
$633K – – –
CA
1815
Carson Advisory
Georgia
$633K -$8.13K -64 -1%
VAG
1816
VisionPoint Advisory Group
Texas
$631K +$20.6K +162 +3%
GHAM
1817
Gilman Hill Asset Management
Connecticut
$631K – – –
FP
1818
Financial Perspectives
Minnesota
$629K +$18.8K +148 +3%
GS
1819
GWN Securities
Florida
$629K +$21.5K +169 +3%
WJWM
1820
Williams Jones Wealth Management
New York
$621K +$53.1K +418 +9%
TAFW
1821
Tred Avon Family Wealth
Maryland
$620K +$178K +1,400 +39%
HPA
1822
High Probability Advisors
New York
$619K -$95.9K -755 -13%
OPAM
1823
Ocean Park Asset Management
California
$617K -$87.7K -690 -12%
HP
1824
Holistic Planning
Texas
$617K -$27.4K -216 -4%
LOPW
1825
Live Oak Private Wealth
North Carolina
$613K -$635 -5 -0.1%
71 72
73
74 75