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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCI
1876
Planning Center Inc
Illinois
$232K +$221K +2,324 New
MM
1877
Meridian Management
Arkansas
$231K +$220K +2,315 New
CAS
1878
Coppell Advisory Solutions
Texas
$230K +$220K +2,313 New
SMH
1879
Sanders Morris Harris
Texas
$230K – – –
NCM
1880
Northwest Capital Management
Oregon
$229K – – –
CB
1881
CNB Bank
Pennsylvania
$228K -$25K -263 -10%
PIFP
1882
Partners in Financial Planning
Virginia
$228K +$95 +1 +0%
PNC
1883
Park National Corp
Ohio
$228K -$101K -1,060 -32%
WA
1884
Wambolt & Associates
Colorado
$228K -$25.7K -270 -11%
TWA
1885
Trellis Wealth Advisors
California
$227K +$286 +3 +0.1%
SWM
1886
Sugarloaf Wealth Management
Georgia
$227K +$113K +1,182 +108%
MWA
1887
Meridian Wealth Advisors
Texas
$226K +$95 +1 +0%
GG
1888
GenWealth Group
New Jersey
$225K +$381 +4 +0.2%
ICM
1889
Islay Capital Management
Texas
$225K -$32.9K -346 -13%
BWP
1890
Bernardo Wealth Planning
Pennsylvania
$224K -$4.38K -46 -2%
SCP
1891
Syntal Capital Partners
Texas
$222K – – –
KWM
1892
Kaydan Wealth Management
Michigan
$222K +$212K +2,227 New
PPG
1893
Peak Planning Group
Colorado
$221K +$211K +2,220 New
IFAM
1894
Institutional & Family Asset Management
Colorado
$220K -$252K -2,651 -55%
NB
1895
Northwest Bancshares
Pennsylvania
$220K +$210K +2,205 New
RIG
1896
RiverFront Investment Group
Virginia
$219K -$20.7M -217,817 -99%
SA
1897
SRH Advisors
Kansas
$219K – – –
KFA
1898
Kapstone Financial Advisors
Ohio
$219K -$1.14K -12 -0.6%
BWA
1899
Blodgett Wealth Advisors
California
$219K – – –
CFO
1900
Collective Family Office
Pennsylvania
$216K -$54.9K -577 -21%
74 75
76
77 78