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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1826
WestHill Financial Advisors
California
$154K +$99 +1 +0.1%
BWL
1827
Bogart Wealth LLC
Virginia
$152K -$24.9M -250,220 -99%
OIA
1828
Optimum Investment Advisors
Illinois
$151K – – –
DAC
1829
Dividend Assets Capital
South Carolina
$147K +$7.16K +72 +5%
AA
1830
Addison Advisors
Vermont
$143K -$22.9K -230 -13%
GM
1831
GeoWealth Management
Illinois
$137K -$6.96K -70 -5%
BL
1832
Balentine LLC
Georgia
$136K +$398 +4 +0.3%
CCP
1833
Clarkston Capital Partners
Michigan
$134K – – –
FRA
1834
Front Row Advisors
California
$132K – – –
MCM
1835
MV Capital Management
Maryland
$130K +$107K +1,079 +334%
WWMSC
1836
Wagner Wealth Management (South Carolina)
South Carolina
$129K -$139K -1,400 -50%
MCM
1837
Mill Capital Management
North Carolina
$127K – – –
SFCL
1838
Strengthening Families & Communities LLC
Massachusetts
$125K – – –
PSB
1839
Piscataqua Savings Bank
New Hampshire
$122K – – –
OSAM
1840
O'Shaughnessy Asset Management
Connecticut
$121K -$9.35K -94 -7%
SC
1841
Siena Capital
Ohio
$119K -$10.8K -109 -8%
LB
1842
Legacy Bridge
Iowa
$119K – – –
WTA
1843
Washington Trust Advisors
Massachusetts
$118K -$4.58K -46 -3%
SWM
1844
Sugarloaf Wealth Management
Georgia
$117K +$199 +2 +0.2%
GIP
1845
Granite Investment Partners
California
$117K +$126K +1,270 New
MBFW
1846
Morton Brown Family Wealth
Pennsylvania
$116K -$1.49K -15 -1%
EK
1847
Evensky & Katz
Florida
$116K +$99 +1 +0.1%
BONH
1848
Bank of New Hampshire
New Hampshire
$112K – – –
JHCP
1849
Jackson Hole Capital Partners
Oklahoma
$111K – – –
BDWM
1850
Brewin Dolphin Wealth Management
Ireland
$110K – – –
72 73
74
75 76