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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1826
Cyndeo Wealth Partners
Florida
$493K +$13.6K +118 +3%
LRIA
1827
Leonard Rickey Investment Advisors
Washington
$493K -$7.36K -64 -2%
LF
1828
Lantz Financial
Illinois
$491K – – –
SBWIC
1829
Schaper Benz & Wise Investment Counsel
Wisconsin
$490K +$41.9K +364 +10%
BCA
1830
Ballentine Capital Advisors
South Carolina
$488K -$24.8K -216 -5%
FPB
1831
First PREMIER Bank
South Dakota
$486K -$575 -5 -0.1%
TPF
1832
Tribridge Partners Financial
Maryland
$486K -$6.1K -53 -1%
GAG
1833
GM Advisory Group
New York
$481K +$8.86K +77 +2%
HCM
1834
Hollencrest Capital Management
California
$481K +$115 +1 +0%
MFG
1835
Mosaic Financial Group
Illinois
$480K +$575 +5 +0.1%
DWM
1836
Diversify Wealth Management
Utah
$480K +$140K +1,213 +43%
GCL
1837
Gouws Capital LLC
North Carolina
$478K – – –
KWS
1838
Keystone Wealth Services
California
$478K +$7.82K +68 +2%
SWM
1839
SeaCrest Wealth Management
New York
$477K -$877K -7,623 -66%
OFS
1840
Orrstown Financial Services
Pennsylvania
$476K -$334K -2,908 -42%
PSA
1841
Plum Street Advisors
Louisiana
$476K +$1.26K +11 +0.3%
CL
1842
CVFG LLC
Indiana
$476K +$29.9K +260 +7%
LG
1843
LAM Group
Oregon
$475K – – –
FFA
1844
Founders Financial Alliance
North Carolina
$475K -$17.1K -149 -4%
SFP
1845
Shepherd Financial Partners
Massachusetts
$475K -$225K -1,954 -33%
VAG
1846
VisionPoint Advisory Group
Texas
$472K -$34.5K -300 -7%
RFA
1847
Rollins Financial Advisors
New York
$471K +$121K +1,048 +36%
KIA
1848
KCM Investment Advisors
California
$470K -$7.94K -69 -2%
C1AG
1849
Client 1st Advisory Group
Florida
$468K -$4.14K -36 -0.9%
AA
1850
Aufman Associates
Pennsylvania
$467K +$920 +8 +0.2%
72 73
74
75 76