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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1851
Monterey Private Wealth
California
$375K +$35.7K +336 +11%
PCM
1852
Poehling Capital Management
Wisconsin
$375K – – –
SWMP
1853
Signature Wealth Management Partners
New Jersey
$375K -$2.44K -23 -0.7%
GIA
1854
Goodwin Investment Advisory
Georgia
$373K -$224K -2,110 -38%
DF
1855
Dunhill Financial
United Kingdom
$373K -$15.3K -144 -4%
CWP
1856
CFM Wealth Partners
Texas
$372K -$112K -1,055 -24%
DCM
1857
Donaldson Capital Management
Indiana
$372K +$17.1K +161 +5%
PWMG
1858
Private Wealth Management Group
New Jersey
$371K +$1.06K +10 +0.3%
JWM
1859
JGP Wealth Management
Oregon
$367K +$25.3K +238 +8%
ORC
1860
O'Rourke & Company
Massachusetts
$366K – – –
PWS
1861
Peterson Wealth Services
Utah
$365K -$40.5K -381 -10%
BFG
1862
Berger Financial Group
Minnesota
$364K +$2.55K +24 +0.7%
SCM
1863
Sage Capital Management
New Jersey
$361K +$637 +6 +0.2%
FRA
1864
Frank Rimerman Advisors
California
$361K – – –
FAM
1865
Formidable Asset Management
Ohio
$360K -$956 -9 -0.3%
SWM
1866
Segment Wealth Management
Texas
$360K -$5.31K -50 -2%
PAWA
1867
Palo Alto Wealth Advisors
California
$358K +$1.06K +10 +0.3%
MAG
1868
M3 Advisory Group
Massachusetts
$358K +$4.99K +47 +1%
FEG
1869
Fund Evaluation Group
Ohio
$357K – – –
SEP
1870
Southland Equity Partners
Missouri
$357K -$8.81K -83 -3%
BCMLT
1871
Beacon Capital Management LLC (Tennessee)
Tennessee
$352K -$78.9K -743 -19%
GSIAS
1872
Garden State Investment Advisory Services
New Jersey
$352K +$132K +1,243 +63%
HDIM
1873
Hanson & Doremus Investment Management
Vermont
$352K +$43.1K +406 +15%
HT
1874
Heritage Trust
Oklahoma
$350K – – –
FC
1875
Forte Capital
New York
$350K – – –
73 74
75
76 77