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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1826
Clark Asset Management
New Hampshire
$372K -$140K -1,451 -30%
BCMLT
1827
Beacon Capital Management LLC (Tennessee)
Tennessee
$371K -$64.8K -672 -15%
FAT
1828
First American Trust
California
$371K +$330K +3,424 New
FP
1829
Financial Perspectives
Minnesota
$370K +$25.3K +262 +8%
SWMP
1830
Signature Wealth Management Partners
New Jersey
$370K +$98.6K +1,023 +43%
CA
1831
CGN Advisors
Kansas
$369K -$31.4K -326 -9%
ULWM
1832
Upper Left Wealth Management
Florida
$368K -$84.1K -873 -20%
PCM
1833
Poehling Capital Management
Wisconsin
$367K – – –
EWM
1834
Elevatus Welath Management
New York
$367K +$327K +3,392 New
PSA
1835
Plum Street Advisors
Louisiana
$367K +$326K +3,386 New
RC
1836
Roundview Capital
New Jersey
$362K +$33.2K +344 +11%
PWMG
1837
Private Wealth Management Group
New Jersey
$362K +$322K +3,343 New
PWM
1838
Penobscot Wealth Management
Maine
$361K +$82.5K +856 +35%
HIS
1839
Horizon Investment Services
Indiana
$359K -$1.29M -13,420 -80%
ORC
1840
O'Rourke & Company
Massachusetts
$359K – – –
SEP
1841
Southland Equity Partners
Missouri
$359K -$2.99K -31 -0.9%
CW
1842
CreativeOne Wealth
Kansas
$358K +$46.8K +486 +17%
SWM
1843
Segment Wealth Management
Texas
$358K -$9.64K -100 -3%
JHCP
1844
Jackson Hole Capital Partners
Oklahoma
$356K +$19.4K +201 +7%
NFA
1845
Northwest Financial Advisors
Virginia
$355K +$316K +3,278 New
BFG
1846
Berger Financial Group
Minnesota
$354K -$107K -1,110 -25%
PCP
1847
Proficio Capital Partners
Massachusetts
$354K -$341K -3,534 -52%
FAM
1848
Formidable Asset Management
Ohio
$354K -$3.85K -40 -1%
SCM
1849
Sage Capital Management
New Jersey
$353K +$315K +3,264 New
FRA
1850
Frank Rimerman Advisors
California
$353K +$82K +851 +35%
72 73
74
75 76