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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PAWA
1851
Palo Alto Wealth Advisors
California
$350K – – –
NFG
1852
Nadler Financial Group
Illinois
$350K +$9.45K +98 +3%
FEG
1853
Fund Evaluation Group
Ohio
$350K -$43.2K -448 -12%
TLFA
1854
True Link Financial Advisors
California
$349K -$241K -2,498 -44%
PWM
1855
Paulson Wealth Management
Illinois
$348K +$2.7K +28 +0.9%
DCM
1856
Donaldson Capital Management
Indiana
$347K -$71.9K -746 -19%
ACM
1857
AlphaStar Capital Management
North Carolina
$347K -$11.7K -121 -4%
WMA
1858
West Michigan Advisors
Michigan
$346K -$18.2K -189 -6%
MAG
1859
M3 Advisory Group
Massachusetts
$346K +$308K +3,193 New
HT
1860
Heritage Trust
Oklahoma
$343K +$5.78K +60 +2%
FC
1861
Forte Capital
New York
$343K +$42.9K +445 +16%
NCM
1862
Northside Capital Management
Oregon
$342K +$1.16K +12 +0.4%
FPWM
1863
FSB Premier Wealth Management
Iowa
$340K +$15.3K +159 +5%
IPAM
1864
Investment Partners Asset Management
New Jersey
$335K +$298K +3,092 New
NIWA
1865
New Insight Wealth Advisors
California
$334K +$297K +3,083 New
RCM
1866
RMR Capital Management
California
$334K +$297K +3,083 New
CHAM
1867
Clear Harbor Asset Management
Connecticut
$334K – – –
WB
1868
Webster Bank
Connecticut
$334K – – –
MMHP
1869
Murphy Middleton Hinkle & Parker
Georgia
$333K – – –
WG
1870
Welch Group
Alabama
$333K -$95.5K -991 -24%
JWM
1871
JGP Wealth Management
Oregon
$333K +$70.1K +727 +31%
CWS
1872
Confluence Wealth Services
Pennsylvania
$332K -$31.1K -323 -10%
MPW
1873
Monterey Private Wealth
California
$331K – – –
SAM
1874
Sawgrass Asset Management
Florida
$331K +$5.49K +57 +2%
MA
1875
Modus Advisors
Minnesota
$331K +$294K +3,055 New
73 74
75
76 77