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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
1926
BlueDoor Private Wealth
Massachusetts
$601K – – –
HCM
1927
Hollencrest Capital Management
California
$601K +$137 +1 +0%
BWP
1928
BSW Wealth Partners
Colorado
$600K -$24.7K -180 -4%
AFO
1929
Allie Family Office
Florida
$600K -$24.8K -181 -4%
KA
1930
Kooman & Associates
Pennsylvania
$600K -$16.9K -123 -3%
SWM
1931
SFG Wealth Management
Maryland
$600K -$85.4K -622 -13%
GPWM
1932
Grant Private Wealth Management
California
$599K -$41.2K -300 -7%
GCL
1933
Gouws Capital LLC
North Carolina
$597K – – –
HWA
1934
HighRoad Wealth Advisors
Oregon
$597K -$12.8K -93 -2%
LW
1935
Lauer Wealth
Indiana
$594K +$560K +4,084 New
LG
1936
LAM Group
Oregon
$593K – – –
TI
1937
Tidal Investments
Wisconsin
$591K +$177K +1,293 +48%
SFO
1938
Stokes Family Office
Louisiana
$588K -$9.61K -70 -2%
DWA
1939
Douglass Winthrop Advisors
New York
$588K +$544K +3,967 New
DQRIM
1940
Dale Q Rice Investment Management
Washington
$588K -$54.9K -400 -9%
DE
1941
Diversified Enterprises
Delaware
$588K -$549 -4 -0.1%
DWML
1942
Decker Wealth Management LLC
Tennessee
$587K – – –
PIA
1943
Polaris Investment Advisors
Massachusetts
$586K -$2.33K -17 -0.4%
KFAS
1944
Keating Financial Advisory Services
Kansas
$585K -$30.1K -219 -5%
LWM
1945
Liberty Wealth Management
California
$585K – – –
LF
1946
Lantz Financial
Illinois
$585K – – –
LPFG
1947
Landing Point Financial Group
Ohio
$585K -$158K -1,149 -23%
IRP
1948
Investment Research Partners
Pennsylvania
$583K -$54.3K -396 -9%
AA
1949
Aufman Associates
Pennsylvania
$583K -$1.92K -14 -0.4%
VAM
1950
Virtue Asset Management
Illinois
$583K +$160K +1,167 +42%
76 77
78
79 80