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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1926
SFG Wealth Management
Maryland
$301K +$31.2K +324 +13%
HDIM
1927
Hanson & Doremus Investment Management
Vermont
$301K – – –
LAIC
1928
Lederer & Associates Investment Counsel
California
$301K – – –
MAM
1929
Meeder Asset Management
Ohio
$301K +$24.4K +253 +10%
DWM
1930
Dogwood Wealth Management
Kansas
$300K +$267K +2,772 New
SJGA
1931
Stephen J. Garry & Associates
New York
$300K +$267K +2,767 New
BOM
1932
Bank of Marin
California
$299K – – –
MSS
1933
Mitchell Sinkler & Starr
Pennsylvania
$299K +$266K +2,764 New
4WM
1934
4J Wealth Management
Virginia
$299K -$1.2M -12,482 -82%
OWM
1935
OneAscent Wealth Management
Alabama
$299K -$22.3K -231 -8%
BMM
1936
Buffington Mohr McNeal
Idaho
$298K +$265K +2,749 New
HWMA
1937
Heritage Wealth Management (Arizona)
Arizona
$297K +$264K +2,739 New
MA
1938
MJP Associates
Connecticut
$296K +$263K +2,733 New
CWA
1939
Clearview Wealth Advisors
Oregon
$296K -$8.87K -92 -3%
KCM
1940
Kathmere Capital Management
Pennsylvania
$294K -$4.53K -47 -2%
HT
1941
Headlands Technologies
Illinois
$293K -$800K -8,298 -75%
PCS
1942
Private Client Services
Kentucky
$293K +$261K +2,708 New
SFS
1943
Stiles Financial Services
Minnesota
$293K -$64.1K -665 -20%
AIP
1944
ARS Investment Partners
New York
$292K – – –
FA
1945
FSA Advisors
Michigan
$291K +$259K +2,692 New
AWM
1946
Aries Wealth Management
Maine
$291K – – –
BWM
1947
BCGM Wealth Management
Indiana
$291K +$1.83K +19 +0.7%
PA
1948
Parkside Advisors
California
$288K – – –
TWP
1949
Tempus Wealth Planning
California
$288K +$47.1K +489 +23%
TCOTS
1950
Trust Company of the South
North Carolina
$287K +$256K +2,652 New
76 77
78
79 80