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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1826
Wade Financial Advisory
California
$243K +$243K +2,249 New
TT
1827
TI-Trust
Illinois
$242K – – –
WAG
1828
Winthrop Advisory Group
Massachusetts
$242K +$7.34K +68 +3%
DJSG
1829
D.J. St. Germain
Massachusetts
$241K -$10.7M -99,368 -98%
MWA
1830
Meridian Wealth Advisors
Texas
$241K – – –
NF
1831
Norwood Financial
Pennsylvania
$240K -$41.5K -385 -15%
CAN
1832
Claraphi Advisory Network
United States
$240K +$4.96K +46 +2%
NWM
1833
Northwest Wealth Management
Iowa
$239K +$46.1K +427 +24%
AWM
1834
Accurate Wealth Management
Florida
$239K +$239K +2,213 New
SCM
1835
Schnieders Capital Management
California
$238K – – –
AFO
1836
Allie Family Office
Florida
$237K +$237K +2,196 New
JWM
1837
JGP Wealth Management
Oregon
$236K -$38.6K -358 -14%
FAN
1838
Financial Advisors Network
California
$235K -$689K -6,385 -75%
TW
1839
TrinityPoint Wealth
Connecticut
$234K -$18.9K -175 -7%
MAP
1840
Moody Aldrich Partners
Massachusetts
$233K – – –
SIG
1841
Stonegate Investment Group
Alabama
$231K +$231K +2,137 New
SA
1842
SRH Advisors
Kansas
$230K – – –
WAOTB
1843
Wealth Advisors of Tampa Bay
Florida
$230K – – –
APWA
1844
Atlas Private Wealth Advisors
New Jersey
$228K -$147K -1,362 -39%
VCM
1845
Vigilant Capital Management
Maine
$228K -$66.5K -616 -23%
EAM
1846
Empirical Asset Management
Massachusetts
$228K +$3.78K +35 +2%
PBF
1847
Petix & Botte Financial
California
$228K +$229K +2,118 New
GCA
1848
Greenwood Capital Associates
South Carolina
$227K -$9.26M -85,803 -98%
ANB
1849
Amarillo National Bank
Texas
$226K -$432 -4 -0.2%
FSG
1850
Financial Strategies Group
Michigan
$226K +$23K +213 +11%
72 73
74
75 76