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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1826
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$596K – – –
DKCM
1827
Davidson Kahn Capital Management
California
$595K -$4.78K -40 -0.8%
PCMF
1828
Private Capital Management (Florida)
Florida
$594K -$12K -100 -2%
LOPW
1829
Live Oak Private Wealth
North Carolina
$593K +$2.63K +22 +0.4%
NRG
1830
Nemes Rush Group
Michigan
$591K +$502K +4,197 +585%
VAG
1831
VisionPoint Advisory Group
Texas
$591K +$113K +946 +24%
FP
1832
Financial Perspectives
Minnesota
$590K +$20.1K +168 +4%
SIC
1833
Salem Investment Counselors
North Carolina
$589K +$11.4K +95 +2%
MW
1834
Maia Wealth
Colorado
$589K +$2.99K +25 +0.6%
FPW
1835
Flywheel Private Wealth
California
$588K – – –
GS
1836
GWN Securities
Florida
$588K +$2.15K +18 +0.4%
EV
1837
EJMK Ventures
Illinois
$583K +$580K +4,851 New
FWM
1838
FMB Wealth Management
California
$582K – – –
B
1839
Bayban
Minnesota
$581K +$578K +4,832 New
SFO
1840
Stokes Family Office
Louisiana
$580K +$55.8K +467 +11%
MA
1841
Modus Advisors
Minnesota
$579K -$66.7K -558 -10%
PP
1842
Postrock Partners
Oregon
$577K – – –
PCA
1843
Prosperity Capital Advisors
Ohio
$576K -$46.3K -387 -7%
BWM
1844
BCS Wealth Management
Tennessee
$573K +$283K +2,363 +98%
SWM
1845
SFG Wealth Management
Maryland
$571K +$43.2K +361 +8%
PP
1846
Patten & Patten
Tennessee
$571K -$718 -6 -0.1%
ULWM
1847
Upper Left Wealth Management
Florida
$569K -$13K -109 -2%
AA
1848
Argent Advisors
Louisiana
$568K – – –
LWM
1849
Lakeridge Wealth Management
Ohio
$567K +$3.71K +31 +0.7%
CCT
1850
Capital City Trust
Florida
$567K – – –
72 73
74
75 76