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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1826
Founders Financial Alliance
North Carolina
$262K -$24.6K -257 -9%
BOM
1827
Bank of Marin
California
$262K +$265K +2,765 New
CWP
1828
Concord Wealth Partners
Virginia
$261K +$37.2K +388 +16%
SA
1829
SRH Advisors
Kansas
$261K +$13.1K +137 +5%
RC
1830
Roundview Capital
New Jersey
$260K +$27.2K +284 +12%
KCM
1831
Kathmere Capital Management
Pennsylvania
$260K -$76K -792 -22%
LSA
1832
Lion Street Advisors
Texas
$259K +$220K +2,293 New
JHCP
1833
Jackson Hole Capital Partners
Oklahoma
$259K – – –
SAM
1834
Secure Asset Management
Michigan
$259K -$946K -9,860 -78%
SWM
1835
SFG Wealth Management
Maryland
$256K +$2.21K +23 +0.9%
WCM
1836
Weik Capital Management
Pennsylvania
$256K +$259K +2,700 New
AIP
1837
ARS Investment Partners
New York
$256K – – –
IFWM
1838
Institute for Wealth Management
Colorado
$255K +$1.25K +13 +0.5%
AWM
1839
Aries Wealth Management
Maine
$255K – – –
EWM
1840
Endowment Wealth Management
Wisconsin
$254K +$258K +2,687 New
MWM
1841
Merriman Wealth Management
Washington
$254K – – –
SP
1842
Successful Portfolios
Florida
$253K -$54K -563 -17%
PA
1843
Parkside Advisors
California
$252K – – –
FP
1844
Financial Perspectives
Minnesota
$251K -$192 -2 -0.1%
CFO
1845
Collective Family Office
Pennsylvania
$250K -$323K -3,365 -56%
CWA
1846
Clarity Wealth Advisors
California
$250K +$254K +2,643 New
SF
1847
Symphony Financial
Texas
$249K -$26.1K -272 -10%
PIA
1848
Petredis Investment Advisors
Pennsylvania
$248K +$252K +2,624 New
BWM
1849
BCGM Wealth Management
Indiana
$248K -$22.5K -235 -8%
EFH
1850
Eaton Financial Holdings
Florida
$248K +$251K +2,621 New
72 73
74
75 76