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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1826
MidWestOne Financial Group
Iowa
$228K +$227K +1,989 New
DWM
1827
Dakota Wealth Management
Florida
$228K +$227K +1,992 New
CB
1828
CNB Bank
Pennsylvania
$225K – – –
CMI
1829
Clare Market Investments
Texas
$224K +$6.95K +61 +3%
EFG
1830
Everhart Financial Group
Ohio
$224K -$62.5K -548 -22%
TAM
1831
Tealwood Asset Management
Minnesota
$224K -$57.6K -505 -21%
HFS
1832
Heritage Financial Services
Massachusetts
$224K +$223K +1,958 New
CF
1833
Convergence Financial
Missouri
$223K +$222K +1,947 New
TI
1834
Tidal Investments
Wisconsin
$222K -$77M -676,015 -100%
BKA
1835
Brick & Kyle Associates
Pennsylvania
$222K – – –
GLA
1836
Great Lakes Advisors
Illinois
$222K +$6.27K +55 +3%
BIC
1837
Beach Investment Counsel
Pennsylvania
$221K – – –
RIG
1838
Renaissance Investment Group
Massachusetts
$221K +$220K +1,930 New
FPCP
1839
Fort Point Capital Partners
California
$219K -$74.3K -652 -25%
BFC
1840
Bedel Financial Consulting
Indiana
$219K -$10.5K -92 -5%
AIM
1841
Axiom Investment Management
New York
$218K -$25.6K -225 -11%
DAM
1842
Derbend Asset Management
Georgia
$217K -$2.17K -19 -1%
DWP
1843
Destiny Wealth Partners
Florida
$217K – – –
NIM
1844
Nicollet Investment Management
Minnesota
$216K – – –
AIS
1845
AM Investment Strategies
Tennessee
$216K +$214K +1,882 New
WSWA
1846
Warren Street Wealth Advisors
California
$216K +$214K +1,882 New
SIM
1847
Sterling Investment Management
Arizona
$216K +$215K +1,885 New
PCM
1848
Princeton Capital Management
New Jersey
$215K – – –
FSG
1849
Financial Strategies Group
Michigan
$215K +$3.08K +27 +1%
TIA
1850
Traphagen Investment Advisors
New Jersey
$214K -$2.17K -19 -1%
72 73
74
75 76