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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1951
Poehling Capital Management
Wisconsin
$371K – – –
PWM
1952
Penobscot Wealth Management
Maine
$371K -$37.5K -363 -10%
BONH
1953
Bank of New Hampshire
New Hampshire
$370K -$35K -339 -9%
TI
1954
Trexquant Investment
Connecticut
$369K -$193K -1,863 -36%
IWN
1955
Independent Wealth Network
Iowa
$368K -$2.17K -21 -0.6%
PMG
1956
Private Management Group
California
$368K -$14.5K -140 -4%
PWMG
1957
Private Wealth Management Group
New Jersey
$368K – – –
BWP
1958
Balboa Wealth Partners
Arizona
$367K +$25.7K +249 +8%
DIA
1959
Davidson Investment Advisors
Montana
$366K – – –
SCA
1960
Stonebridge Capital Advisors
Minnesota
$365K +$16.3K +158 +5%
SCM
1961
Sage Capital Management
New Jersey
$363K +$827 +8 +0.2%
KWM
1962
Kaydan Wealth Management
Michigan
$363K +$82.6K +799 +32%
HDIM
1963
Hanson & Doremus Investment Management
Vermont
$362K -$33.1K -320 -9%
FFM
1964
Forum Financial Management
Illinois
$361K +$77.1K +746 +29%
3AM
1965
3EDGE Asset Management
Florida
$361K +$341K +3,302 New
CMI
1966
Clare Market Investments
Texas
$359K -$237K -2,297 -41%
FM
1967
Foster & Motley
Ohio
$359K -$724 -7 -0.2%
SWP
1968
SIMA Wealth Partners
Virginia
$359K -$16.3K -158 -5%
PFM
1969
Potomac Fund Management
Florida
$358K -$11K -106 -3%
AWM
1970
Avaii Wealth Management
Wisconsin
$358K +$18.9K +183 +6%
RCM
1971
RMR Capital Management
California
$358K – – –
WHCFA
1972
William Howard & Co Financial Advisors
Tennessee
$358K – – –
FRA
1973
Frank Rimerman Advisors
California
$357K +$103 +1 +0%
SEM
1974
Strategic Equity Management
Arizona
$356K +$18.8K +182 +6%
HCMT
1975
Highland Capital Management (Tennessee)
Tennessee
$356K – – –
77 78
79
80 81