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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
1851
Hutchens & Kramer Investment Management Group
Indiana
$214K +$223K +1,956 New
MAG
1852
MRA Advisory Group
New Jersey
$213K -$46.2K -405 -18%
OCM
1853
Orser Capital Management
Texas
$213K +$212K +1,860 New
OAM
1854
Oak Asset Management
California
$213K +$212K +1,861 New
IWP
1855
IAG Wealth Partners
Wisconsin
$212K -$23.5K -206 -10%
VWA
1856
Visionary Wealth Advisors
Illinois
$212K +$211K +1,853 New
LCM
1857
Logan Capital Management
Pennsylvania
$211K – – –
AP
1858
Advisor Partners
California
$210K -$37K -325 -15%
JC
1859
Jacobs & Co
California
$210K +$456 +4 +0.2%
RCM
1860
Radnor Capital Management
Pennsylvania
$210K +$209K +1,836 New
BWM
1861
BNC Wealth Management
Oregon
$209K +$208K +1,823 New
RC
1862
Roundview Capital
New Jersey
$209K +$208K +1,824 New
BWP
1863
BSW Wealth Partners
Colorado
$208K +$207K +1,813 New
SCA
1864
Sandy Cove Advisors
Massachusetts
$208K +$207K +1,817 New
EWS
1865
Evergreen Wealth Solutions
Pennsylvania
$207K +$206K +1,804 New
WG
1866
Watchman Group
Texas
$207K +$206K +1,807 New
NWM
1867
Northwest Wealth Management
Iowa
$205K +$204K +1,790 New
WMA
1868
Wealth Management Associates
New Jersey
$205K -$30K -263 -13%
PFBT
1869
Parkside Financial Bank & Trust
Missouri
$204K – – –
MWA
1870
Monograph Wealth Advisors
California
$204K +$203K +1,778 New
WBC
1871
West Branch Capital
Massachusetts
$203K -$16.8K -147 -8%
DWM
1872
Dopkins Wealth Management
New York
$203K +$202K +1,769 New
BFIM
1873
Beese Fulmer Investment Management
Ohio
$203K +$202K +1,774 New
GF
1874
Gries Financial
Ohio
$203K +$202K +1,775 New
AWA
1875
Aletheian Wealth Advisors
Washington
$202K +$201K +1,767 New
73 74
75
76 77