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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
1826
Lederer & Associates Investment Counsel
California
$263K – – –
HBW
1827
Hazlett, Burt & Watson
West Virginia
$263K +$16.8K +175 +7%
FFA
1828
Founders Financial Alliance
North Carolina
$262K -$24.6K -257 -9%
BOM
1829
Bank of Marin
California
$262K +$265K +2,765 New
CWP
1830
Concord Wealth Partners
Virginia
$261K +$37.2K +388 +16%
SA
1831
SRH Advisors
Kansas
$261K +$13.1K +137 +5%
RC
1832
Roundview Capital
New Jersey
$260K +$27.2K +284 +12%
KCM
1833
Kathmere Capital Management
Pennsylvania
$260K -$76K -792 -22%
LSA
1834
Lion Street Advisors
Texas
$259K +$220K +2,293 New
JHCP
1835
Jackson Hole Capital Partners
Oklahoma
$259K – – –
SAM
1836
Secure Asset Management
Michigan
$259K -$946K -9,860 -78%
SWM
1837
SFG Wealth Management
Maryland
$256K +$2.21K +23 +0.9%
WCM
1838
Weik Capital Management
Pennsylvania
$256K +$259K +2,700 New
AIP
1839
ARS Investment Partners
New York
$256K – – –
IFWM
1840
Institute for Wealth Management
Colorado
$255K +$1.25K +13 +0.5%
AWM
1841
Aries Wealth Management
Maine
$255K – – –
EWM
1842
Endowment Wealth Management
Wisconsin
$254K +$258K +2,687 New
MWM
1843
Merriman Wealth Management
Washington
$254K – – –
SP
1844
Successful Portfolios
Florida
$253K -$54K -563 -17%
PA
1845
Parkside Advisors
California
$252K – – –
FP
1846
Financial Perspectives
Minnesota
$251K -$192 -2 -0.1%
CFO
1847
Collective Family Office
Pennsylvania
$250K -$323K -3,365 -56%
CWA
1848
Clarity Wealth Advisors
California
$250K +$254K +2,643 New
SF
1849
Symphony Financial
Texas
$249K -$26.1K -272 -10%
PIA
1850
Petredis Investment Advisors
Pennsylvania
$248K +$252K +2,624 New
72 73
74
75 76