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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1876
TFB Advisors
Kansas
$530K +$34.8K +291 +7%
LFG
1877
Lazard Frères Gestion
France
$530K – – –
BPC
1878
Banque Pictet & Cie
Switzerland
$530K – – –
FFG
1879
Foundry Financial Group
New Hampshire
$528K – – –
FC
1880
Financial Council
Maryland
$527K – – –
DA
1881
Doliver Advisors
Texas
$527K -$13.1K -110 -2%
BCM
1882
BTC Capital Management
Iowa
$526K -$7.05K -59 -1%
PFG
1883
Pinnacle Financial Group
Illinois
$524K +$29.4K +246 +6%
WMWM
1884
Wilkins Miller Wealth Management
Alabama
$522K +$542K +4,534 New
TC
1885
Trust Company
Kansas
$520K -$108K -900 -17%
BF
1886
Bonfire Financial
Colorado
$520K +$539K +4,513 New
OWP
1887
ORG Wealth Partners
Texas
$520K +$65.1K +545 +14%
SWM
1888
Sterling Wealth Management
Illinois
$519K -$26.9K -225 -5%
BWM
1889
BigSur Wealth Management
Florida
$518K – – –
TC
1890
Truvestments Capital
Florida
$514K +$39.1K +327 +8%
WPP
1891
Whalerock Point Partners
Rhode Island
$513K +$239 +2 +0%
HCMG
1892
Howard Capital Management Group
California
$513K -$26.8K -224 -5%
AP
1893
Appleton Partners
Massachusetts
$512K +$37.9K +317 +8%
UBP
1894
Union Bancaire Privee
Switzerland
$512K +$532K +4,452 New
XT
1895
XTX Topco
Cayman Islands
$511K +$530K +4,437 New
CCT
1896
Capital City Trust
Florida
$509K – – –
MWM
1897
Melfa Wealth Management
Massachusetts
$506K +$9.8K +82 +2%
BIP
1898
Blueprint Investment Partners
North Carolina
$505K +$11.7K +98 +2%
NJIM
1899
Nabity-Jensen Investment Management
Nebraska
$505K – – –
AIP
1900
ARS Investment Partners
New York
$505K +$105K +879 +25%
74 75
76
77 78