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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1951
LM Advisors
California
$287K +$255K +2,647 New
WI
1952
WrapManager Inc
California
$286K -$24.7K -256 -9%
AFA
1953
AA Financial Advisors
Ohio
$286K +$254K +2,639 New
BAMG
1954
Brand Asset Management Group
Missouri
$284K -$675 -7 -0.3%
CWM
1955
Certus Wealth Management
California
$282K +$1.74K +18 +0.7%
WRPWM
1956
Werba Rubin Papier Wealth Management
California
$282K -$14.5K -150 -5%
IP
1957
Investment Partners
Ohio
$281K +$578 +6 +0.2%
CWM
1958
Capital Wealth Management
Rhode Island
$281K – – –
APC
1959
Asset Planning Corporation
Tennessee
$280K +$675 +7 +0.3%
TAM
1960
TCP Asset Management
Ohio
$279K +$96 +1 +0%
ACIM
1961
Azimuth Capital Investment Management
Michigan
$279K -$105K -1,089 -30%
IFO
1962
Independent Family Office
New York
$279K – – –
SCM
1963
Stordahl Capital Management
Colorado
$275K – – –
NHC
1964
Nicholas Hoffman & Company
Georgia
$275K +$12.8K +133 +6%
TI
1965
tru Independence
Oregon
$271K +$241K +2,505 New
BPCE
1966
Bank Pictet & Cie (Europe)
Germany
$271K +$241K +2,500 New
IC
1967
Iconiq Capital
California
$269K +$1.74K +18 +0.7%
DLCIG
1968
D.L. Carlson Investment Group
New Hampshire
$268K +$238K +2,471 New
DWM
1969
Denver Wealth Management
Colorado
$268K +$239K +2,479 New
FG
1970
Fairman Group
Pennsylvania
$268K +$239K +2,478 New
EGA
1971
E&G Advisors
Texas
$268K +$239K +2,476 New
FVCM
1972
F&V Capital Management
Florida
$268K +$3.37K +35 +1%
MHR
1973
Matthew Hamilton Rosenberg
$267K -$20.8K -216 -8%
FAN
1974
Financial Advisors Network
California
$267K -$4.82K -50 -2%
LWA
1975
Lantern Wealth Advisors
New York
$267K +$237K +2,463 New
77 78
79
80 81