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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1951
Curated Wealth Partners
California
$277K +$278K +2,601 New
IP
1952
Investment Partners
Ohio
$277K +$214 +2 +0.1%
SWM
1953
Sugarloaf Wealth Management
Georgia
$277K -$12.3K -115 -4%
DFA
1954
Davies Financial Advisors
California
$277K -$19.2K -179 -6%
GAG
1955
GM Advisory Group
New York
$276K +$42.4K +396 +18%
SMH
1956
Sanders Morris Harris
Texas
$275K +$276K +2,578 New
MW
1957
Members Wealth
Pennsylvania
$270K +$258K +2,414 New
SP
1958
Stablepoint Partners
Massachusetts
$270K +$247K +2,310 New
SHGA
1959
Sand Hill Global Advisors
California
$270K +$271K +2,533 New
CWA
1960
Clearview Wealth Advisors
Oregon
$270K -$8.45K -79 -3%
ACIM
1961
Azimuth Capital Investment Management
Michigan
$268K +$10.2K +95 +4%
CFGSD
1962
Compass Financial Group (South Dakota)
South Dakota
$268K -$40.3K -377 -13%
KWM
1963
Kaydan Wealth Management
Michigan
$268K +$20K +187 +8%
BWM
1964
BCGM Wealth Management
Indiana
$267K -$20.1K -188 -7%
GC
1965
GFG Capital
Florida
$267K +$1.07K +10 +0.4%
FA
1966
Faithward Advisors
Pennsylvania
$267K -$1.52M -14,238 -85%
TCOTS
1967
Trust Company of the South
North Carolina
$267K +$535 +5 +0.2%
IC
1968
Iconiq Capital
California
$267K +$963 +9 +0.4%
BCMLT
1969
Beacon Capital Management LLC (Tennessee)
Tennessee
$266K -$74.3K -694 -22%
EFG
1970
Ehrlich Financial Group
California
$266K -$331K -3,098 -55%
DWM
1971
Denver Wealth Management
Colorado
$265K +$214 +2 +0.1%
CRI
1972
Colonial River Investments
Virginia
$264K -$4.39K -41 -2%
EGA
1973
E&G Advisors
Texas
$264K – – –
LWP
1974
LMG Wealth Partners
Louisiana
$264K +$25.8K +241 +11%
HAIM
1975
Hunter Associates Investment Management
Pennsylvania
$262K -$192K -1,797 -42%
77 78
79
80 81