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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
1901
Trail Ridge Investment Advisors
Colorado
$370K -$28.9K -256 -7%
CWM
1902
Castle Wealth Management
Florida
$370K +$4.41K +39 +1%
NCM
1903
Northside Capital Management
Oregon
$369K – – –
GWM
1904
GDS Wealth Management
Texas
$369K +$20.8K +184 +6%
PAM
1905
Pegasus Asset Management
New York
$369K +$356K +3,151 New
MCCP
1906
Mission Creek Capital Partners
California
$368K +$356K +3,147 New
DF
1907
Dunhill Financial
United Kingdom
$368K -$14.2K -126 -4%
SAW
1908
Signal Advisors Wealth
Michigan
$367K +$355K +3,141 New
VA
1909
Vident Advisory
Georgia
$367K +$4.18K +37 +1%
NIWA
1910
New Insight Wealth Advisors
California
$366K -$9.6K -85 -3%
APP
1911
Avantax Planning Partners
Iowa
$366K +$128K +1,129 +57%
DWA
1912
Douglass Winthrop Advisors
New York
$365K +$353K +3,123 New
HCMT
1913
Highland Capital Management (Tennessee)
Tennessee
$365K +$904 +8 +0.3%
TWA
1914
TCI Wealth Advisors
Arizona
$364K +$12.2K +108 +4%
IPAM
1915
Investment Partners Asset Management
New Jersey
$364K -$339 -3 -0.1%
BTW
1916
Boston Trust Walden
Massachusetts
$363K +$8.36K +74 +2%
CA
1917
Carson Advisory
Georgia
$361K +$33.8K +299 +11%
RCM
1918
RMR Capital Management
California
$361K – – –
OPWM
1919
Oxinas Partners Wealth Management
Indiana
$360K -$3.39K -30 -1%
WB
1920
Webster Bank
Connecticut
$360K – – –
PWS
1921
Peloton Wealth Strategists
Indiana
$360K -$6.78K -60 -2%
CL
1922
CIM LLC
New York
$359K +$11K +97 +3%
GSIAS
1923
Garden State Investment Advisory Services
New Jersey
$358K +$18.5K +164 +6%
CC
1924
Callan Capital
California
$357K +$40K +354 +13%
HCC
1925
Hirtle Callaghan & Co
Pennsylvania
$357K +$345K +3,053 New
75 76
77
78 79