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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
1901
Carl P. Sherr & Co
Massachusetts
$224K – – –
CIS
1902
Connors Investor Services
Pennsylvania
$223K – – –
PRWA
1903
Platte River Wealth Advisors
Colorado
$223K – – –
IAG
1904
Investmark Advisory Group
Connecticut
$222K +$959 +10 +0.4%
BL
1905
BFSG LLC
California
$221K -$120K -1,250 -35%
AWM
1906
Aberdeen Wealth Management
Illinois
$221K – – –
WFA
1907
Wade Financial Advisory
California
$220K +$223K +2,329 New
GHAM
1908
Gilman Hill Asset Management
Connecticut
$219K -$7.58K -79 -3%
CAMG
1909
CWA Asset Management Group
Florida
$219K +$222K +2,313 New
LG
1910
Leuthold Group
Minnesota
$218K -$7.19K -75 -3%
RWM
1911
Rezny Wealth Management
Florida
$217K +$220K +2,294 New
SLG
1912
Stanley-Laman Group
Pennsylvania
$217K +$220K +2,292 New
GG
1913
GenWealth Group
New Jersey
$217K +$220K +2,289 New
MP
1914
McDonald Partners
Ohio
$216K +$219K +2,287 New
PIFP
1915
Partners in Financial Planning
Virginia
$216K +$96 +1 +0%
CWP
1916
Corepath Wealth Partners
Arizona
$216K – – –
FWM
1917
ForthRight Wealth Management
Georgia
$215K -$34.4K -359 -14%
AAM
1918
Augustine Asset Management
Florida
$215K +$218K +2,272 New
OMC
1919
Old Mission Capital
Illinois
$214K +$217K +2,265 New
FAN
1920
Financial Advisors Network
California
$214K +$217K +2,263 New
CA
1921
Carson Advisory
Georgia
$213K +$216K +2,248 New
SCP
1922
Syntal Capital Partners
Texas
$211K -$43.3K -451 -17%
ETIA
1923
Epic Trust Investment Advisors
Washington
$211K +$214K +2,234 New
RCG
1924
Resource Consulting Group
Florida
$211K +$214K +2,228 New
JWM
1925
JFG Wealth Management
Colorado
$210K +$213K +2,220 New
75 76
77
78 79