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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1851
Live Oak Private Wealth
North Carolina
$699K -$29.6K -216 -4%
PWS
1852
Peloton Wealth Strategists
Indiana
$698K +$17.2K +125 +3%
BF
1853
Bonfire Financial
Colorado
$697K +$137 +1 +0%
NSIM
1854
North Star Investment Management
Illinois
$696K +$412 +3 +0.1%
SVWG
1855
Shared Vision Wealth Group
United States
$694K +$153K +1,113 +31%
LWCFA
1856
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$692K – – –
SF
1857
Symphony Financial
Texas
$692K +$103K +754 +19%
FF
1858
Finley Financial
Nevada
$691K – – –
SWA
1859
Strategies Wealth Advisors
Michigan
$691K +$75.8K +552 +13%
AFP
1860
Arnold Financial Planning
Iowa
$690K – – –
GIA
1861
Guyasuta Investment Advisors
Pennsylvania
$690K +$8.92K +65 +1%
IWS
1862
Insight Wealth Strategies
California
$689K -$1.24K -9 -0.2%
FFA
1863
Fortune Financial Advisors
Kansas
$687K -$19.4K -141 -3%
FFA
1864
Fi3 Financial Advisors
Indiana
$686K -$42.8M -312,083 -97%
PP
1865
Patten & Patten
Tennessee
$686K – – –
1CP
1866
17 Capital Partners
Arizona
$685K +$34.4K +251 +6%
HVIA
1867
Hudson Valley Investment Advisors
New York
$685K -$1.1K -8 -0.2%
WCM
1868
WealthBridge Capital Management
Ohio
$684K -$1.51K -11 -0.2%
FC
1869
Financial Council
Maryland
$683K +$5.35K +39 +0.9%
PCA
1870
Peddock Capital Advisors
Massachusetts
$682K – – –
LFG
1871
Lazard Frères Gestion
France
$682K – – –
RCP
1872
Roan Capital Partners
Tennessee
$682K -$199K -1,453 -24%
FI
1873
Financial Insights
Washington
$681K -$137K -1,000 -18%
TFGT
1874
TS Financial Group (TSFG)
Illinois
$679K -$7.14K -52 -1%
DP
1875
DDD Partners
Washington
$677K – – –
73 74
75
76 77