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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
1826
Fort Pitt Capital Group
Pennsylvania
$247K +$28.7K +287 +12%
SGWM
1827
Sterling Group Wealth Management
California
$245K -$2K -20 -0.8%
AWA
1828
Acorn Wealth Advisors
Michigan
$245K +$1.3K +13 +0.5%
CWM
1829
Capital Wealth Management
Rhode Island
$245K – – –
VPP
1830
Vertex Planning Partners
Illinois
$245K -$78.5K -786 -23%
IP
1831
Investment Partners
Ohio
$245K -$64.1K -642 -20%
CWM
1832
Collaborative Wealth Management
Florida
$244K -$36.7K -367 -12%
CWM
1833
Certus Wealth Management
California
$244K -$11.1K -111 -4%
TAM
1834
TCP Asset Management
Ohio
$243K -$58.6K -587 -19%
APC
1835
Asset Planning Corporation
Tennessee
$243K – – –
IFO
1836
Independent Family Office
New York
$243K +$257K +2,575 New
VCM
1837
Virtue Capital Management
Tennessee
$241K – – –
FFM
1838
Forum Financial Management
Illinois
$241K +$19K +190 +8%
SCM
1839
Stordahl Capital Management
Colorado
$240K -$999 -10 -0.4%
MAM
1840
Meeder Asset Management
Ohio
$238K -$51.5K -516 -17%
ZIG
1841
Zullo Investment Group
Pennsylvania
$238K -$6.19K -62 -2%
GC
1842
GFG Capital
Florida
$237K -$213K -2,134 -46%
FAN
1843
Financial Advisors Network
California
$237K +$251K +2,514 New
DA
1844
Detalus Advisors
Missouri
$237K -$128K -1,279 -34%
PD
1845
Planning Directions
Pennsylvania
$235K -$11.2K -112 -4%
LA
1846
LVW Advisors
New York
$235K -$799 -8 -0.3%
SAG
1847
Spotlight Asset Group
Illinois
$235K +$12.5K +125 +5%
MFS
1848
Madrona Financial Services
Washington
$234K +$248K +2,482 New
PWM
1849
Penobscot Wealth Management
Maine
$233K -$6.19K -62 -2%
AFP
1850
Ausdal Financial Partners
Iowa
$233K +$7.99K +80 +3%
72 73
74
75 76