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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
1826
Planning Directions
Pennsylvania
$251K +$800 +8 +0.3%
CWM
1827
Capital Wealth Management
Rhode Island
$251K -$3.15M -31,468 -92%
FWI
1828
Facet Wealth Inc
Maryland
$251K -$38.7K -387 -13%
OMC
1829
Old Mission Capital
Illinois
$250K +$31.9K +319 +14%
GC
1830
Gratus Capital
Georgia
$250K -$36.2K -362 -12%
ZIG
1831
Zullo Investment Group
Pennsylvania
$250K -$59.8K -598 -19%
FA
1832
Fermata Advisors
California
$249K -$70.1K -701 -21%
NWM
1833
Northwest Wealth Management
Iowa
$249K +$44.3K +443 +21%
APC
1834
Asset Planning Corporation
Tennessee
$249K +$300 +3 +0.1%
RFP
1835
RCS Financial Planning
Maryland
$249K -$204K -2,045 -44%
WA
1836
Wambolt & Associates
Colorado
$248K – – –
RWG
1837
Regal Wealth Group
California
$247K -$3K -30 -1%
GSEP
1838
Golden State Equity Partners
California
$247K +$255K +2,554 New
CB
1839
CNB Bank
Pennsylvania
$247K +$53.5K +535 +27%
SW
1840
SteelPeak Wealth
California
$247K -$3.18M -31,793 -93%
SCM
1841
Stordahl Capital Management
Colorado
$247K – – –
OAP
1842
One Advisory Partners
Kansas
$246K -$562K -5,622 -69%
HBW
1843
Hazlett, Burt & Watson
West Virginia
$245K -$23.6K -236 -8%
APWA
1844
Atlas Private Wealth Advisors
New Jersey
$243K -$5.6K -56 -2%
SF
1845
Safeguard Financial
Wisconsin
$243K -$32.8K -328 -12%
CBTWT
1846
Community Bank & Trust (Waco, Texas)
Texas
$243K – – –
SWMP
1847
Signature Wealth Management Partners
New Jersey
$242K -$8.9K -89 -3%
ECM
1848
Elgethun Capital Management
South Dakota
$241K -$49.4K -494 -17%
JWM
1849
JGP Wealth Management
Oregon
$241K +$36.6K +366 +17%
IFWM
1850
Institute for Wealth Management
Colorado
$240K -$21.5K -215 -8%
72 73
74
75 76