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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
1926
Keystone Wealth Services
California
$617K +$29.5K +215 +5%
LCM
1927
Leisure Capital Management
California
$617K -$2.33K -17 -0.4%
PFA
1928
Portland Financial Advisors
New York
$614K +$86.3K +629 +18%
OWM
1929
Orgel Wealth Management
Wisconsin
$613K +$97.2K +708 +21%
AWMG
1930
ADG Wealth Management Group
Louisiana
$611K +$6.45K +47 +1%
NP
1931
Nilsine Partners
Colorado
$611K +$17.8K +130 +3%
OFS
1932
OneAscent Financial Services
Alabama
$610K +$24.4K +178 +5%
WIC
1933
Woodmont Investment Counsel
Tennessee
$607K – – –
TPF
1934
Tribridge Partners Financial
Maryland
$602K – – –
IIC
1935
Ironwood Investment Counsel
Arizona
$601K -$1.24K -9 -0.2%
BPW
1936
BlueDoor Private Wealth
Massachusetts
$601K – – –
HCM
1937
Hollencrest Capital Management
California
$601K +$137 +1 +0%
BWP
1938
BSW Wealth Partners
Colorado
$600K -$24.7K -180 -4%
AFO
1939
Allie Family Office
Florida
$600K -$24.8K -181 -4%
KA
1940
Kooman & Associates
Pennsylvania
$600K -$16.9K -123 -3%
SWM
1941
SFG Wealth Management
Maryland
$600K -$85.4K -622 -13%
GPWM
1942
Grant Private Wealth Management
California
$599K -$41.2K -300 -7%
GCL
1943
Gouws Capital LLC
North Carolina
$597K – – –
HWA
1944
HighRoad Wealth Advisors
Oregon
$597K -$12.8K -93 -2%
LW
1945
Lauer Wealth
Indiana
$594K +$560K +4,084 New
LG
1946
LAM Group
Oregon
$593K – – –
TI
1947
Tidal Investments
Wisconsin
$591K +$177K +1,293 +48%
SFO
1948
Stokes Family Office
Louisiana
$588K -$9.61K -70 -2%
DWA
1949
Douglass Winthrop Advisors
New York
$588K +$544K +3,967 New
DQRIM
1950
Dale Q Rice Investment Management
Washington
$588K -$54.9K -400 -9%
76 77
78
79 80