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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1901
Trellis Wealth Advisors
California
$220K +$227K +2,274 New
MWA
1902
Meridian Wealth Advisors
Texas
$220K -$690K -6,906 -75%
IPAM
1903
ICICI Prudential Asset Management
India
$219K +$227K +2,270 New
SA
1904
SRH Advisors
Kansas
$219K -$48.9K -489 -18%
GG
1905
GenWealth Group
New Jersey
$218K -$3.1K -31 -1%
SCP
1906
Syntal Capital Partners
Texas
$216K – – –
RCG
1907
Resource Consulting Group
Florida
$215K – – –
CWP
1908
Concord Wealth Partners
Virginia
$215K -$53.1K -531 -19%
HFS
1909
Heritage Financial Services
Massachusetts
$215K +$900 +9 +0.4%
SAM
1910
Secure Asset Management
Michigan
$215K -$51.1K -511 -19%
APP
1911
Avantax Planning Partners
Iowa
$214K +$221K +2,214 New
LF
1912
Lantz Financial
Illinois
$214K -$565K -5,649 -72%
MFWP
1913
Mosaic Family Wealth Partners
Missouri
$213K -$145K -1,446 -40%
BWA
1914
Blodgett Wealth Advisors
California
$212K – – –
WIC
1915
Woodmont Investment Counsel
Tennessee
$210K – – –
BWM
1916
BCS Wealth Management
Tennessee
$210K +$217K +2,171 New
ACIM
1917
Azimuth Capital Investment Management
Michigan
$207K +$214K +2,139 New
FPCP
1918
Fort Point Capital Partners
California
$207K – – –
EGA
1919
E&G Advisors
Texas
$207K +$214K +2,138 New
MWA
1920
Motive Wealth Advisors
Michigan
$206K -$640K -6,402 -75%
AIS
1921
AM Investment Strategies
Tennessee
$206K – – –
MFG
1922
Midwest Financial Group
Kansas
$206K +$213K +2,128 New
BWM
1923
BNC Wealth Management
Oregon
$206K +$213K +2,130 New
BCA
1924
Bay Colony Advisors
Massachusetts
$206K -$79K -790 -27%
EA
1925
Eclectic Associates
California
$205K +$212K +2,123 New
75 76
77
78 79