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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1951
Trademark Financial Management
Minnesota
$384K +$1.03K +9 +0.3%
PFA
1952
Portland Financial Advisors
New York
$384K – – –
KOC
1953
Koss-Olinger Consulting
Florida
$381K -$805 -7 -0.2%
HFA
1954
High Falls Advisors
New York
$380K +$230 +2 +0.1%
HT
1955
Heritage Trust
Oklahoma
$376K – – –
DBRC
1956
D.B. Root & Company
Pennsylvania
$376K +$101K +876 +38%
AWA
1957
Arbor Wealth Advisors
Michigan
$376K – – –
NCM
1958
Northside Capital Management
Oregon
$375K – – –
CWM
1959
Castle Wealth Management
Florida
$375K – – –
RDWM
1960
Red Door Wealth Management
Tennessee
$375K +$130K +1,128 +56%
BONH
1961
Bank of New Hampshire
New Hampshire
$375K -$26.7K -232 -7%
NEPWA
1962
New England Private Wealth Advisors
Massachusetts
$375K +$345 +3 +0.1%
WWA
1963
Wingate Wealth Advisors
Massachusetts
$374K +$4.83K +42 +1%
KWM
1964
Kaydan Wealth Management
Michigan
$373K -$20K -174 -5%
VA
1965
Vident Advisory
Georgia
$373K +$115 +1 +0%
HAP
1966
Harbor Asset Planning
Massachusetts
$373K +$1.26K +11 +0.4%
WTB
1967
Washington Trust Bank
Washington
$373K -$52.9K -460 -13%
MCA
1968
Midwest Capital Advisors
Michigan
$372K +$8.17K +71 +2%
WWC
1969
Waypoint Wealth Counsel
Georgia
$372K -$89.5K -778 -20%
FFL
1970
Financial Freedom LLC
Ohio
$372K -$172K -1,495 -32%
EWM
1971
Elevatus Welath Management
New York
$371K +$115K +1,001 +47%
AWM
1972
Activest Wealth Management
Florida
$371K -$104K -907 -23%
FA
1973
Fermata Advisors
California
$370K -$10.5K -91 -3%
NHC
1974
Nicholas Hoffman & Company
Georgia
$369K +$106K +925 +42%
WHCFA
1975
William Howard & Co Financial Advisors
Tennessee
$369K -$19.4K -169 -5%
77 78
79
80 81