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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMU
1851
Caliber Wealth Management (Utah)
Utah
– -$300K -2,652 Closed
VWM
1852
Vigilare Wealth Management
Arizona
– -$284K -2,511 Closed
CBT
1853
Capital Bank & Trust
California
– -$252K -2,230 Closed
UFA
1854
US Financial Advisors
Massachusetts
– -$250K -2,209 Closed
APW
1855
Aurora Private Wealth
New Jersey
– -$248K -2,193 Closed
NSAM
1856
North Star Asset Management
Wisconsin
– -$235K -2,077 Closed
FDS
1857
Freedom Day Solutions
Texas
– -$230K -2,039 Closed
MWPCG
1858
Measured Wealth Private Client Group
New Hampshire
– -$227K -2,009 Closed
TCBWMS
1859
Texas Capital Bank Wealth Management Services
Texas
– -$226K -2,002 Closed
EI
1860
Ethic Inc
New York
– -$220K -1,947 Closed
AC
1861
Alexandria Capital
Virginia
– -$214K -1,898 Closed
JC
1862
Jentner Corp
Ohio
– -$211K -1,870 Closed
RCM
1863
Radnor Capital Management
Pennsylvania
– -$207K -1,836 Closed
BWP
1864
BSW Wealth Partners
Colorado
– -$206K -1,825 Closed
RC
1865
Roundview Capital
New Jersey
– -$206K -1,824 Closed
ACP
1866
Ashfield Capital Partners
California
– -$204K -1,808 Closed
DWM
1867
Dakota Wealth Management
Florida
– -$203K -1,793 Closed
NWM
1868
Northwest Wealth Management
Iowa
– -$202K -1,790 Closed
NWS
1869
Newport Wealth Strategies
California
– -$201K -1,776 Closed
BI
1870
Blooom Inc
Kansas
– -$279K -1,014 Closed
KFP
1871
KB Financial Partners
New Jersey
– -$110K -975 Closed
SMFG
1872
Sumitomo Mitsui Financial Group
Japan
– -$100K -888 Closed
PGWM
1873
Parisi Gray Wealth Management
New Jersey
– -$65K -576 Closed
ECM
1874
ExodusPoint Capital Management
New York
– -$62K -553 Closed
FI
1875
Financial Insights
Washington
– -$62.4K -552 Closed
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