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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1876
Blue Bell Private Wealth Management
Pennsylvania
$396K +$10.4K +92 +3%
FAG
1877
Fortitude Advisory Group
Washington
$396K -$14.1K -125 -4%
TSMHT
1878
Thurston Springer Miller Herd & Titak
Indiana
$393K +$15.9K +141 +4%
PWMG
1879
Private Wealth Management Group
New Jersey
$392K -$83.5K -739 -18%
SSWM
1880
Smith Salley Wealth Management
North Carolina
$390K +$5.42K +48 +1%
FM
1881
Foster & Motley
Ohio
$389K -$18.9K -167 -5%
GWS
1882
Glassman Wealth Services
Virginia
$388K – – –
ORC
1883
O'Rourke & Company
Massachusetts
$388K +$226 +2 +0.1%
EHC
1884
Everett Harris & Co
California
$385K -$2.15K -19 -0.6%
PWM
1885
Penobscot Wealth Management
Maine
$385K +$1.24K +11 +0.3%
SCM
1886
Sage Capital Management
New Jersey
$384K +$1.02K +9 +0.3%
WHCFA
1887
William Howard & Co Financial Advisors
Tennessee
$383K – – –
JWS
1888
Juncture Wealth Strategies
Arizona
$382K +$12.3K +109 +3%
FRA
1889
Frank Rimerman Advisors
California
$382K – – –
IWP
1890
IAG Wealth Partners
Wisconsin
$381K -$18.5K -164 -5%
SWM
1891
Segment Wealth Management
Texas
$381K – – –
FCIM
1892
Fairview Capital Investment Management
California
$381K +$368K +3,254 New
CWA
1893
Clarity Wealth Advisors
California
$380K – – –
GIA
1894
Goodwin Investment Advisory
Georgia
$379K – – –
MPW
1895
Monterey Private Wealth
California
$378K +$904 +8 +0.2%
CHAM
1896
Clear Harbor Asset Management
Connecticut
$376K +$4.97K +44 +1%
PG
1897
Patten Group
Tennessee
$375K -$69.4K -614 -16%
HDIM
1898
Hanson & Doremus Investment Management
Vermont
$373K – – –
FC
1899
Forte Capital
New York
$372K +$1.02K +9 +0.3%
AFG
1900
Argent Financial Group
Louisiana
$371K +$358K +3,168 New
74 75
76
77 78