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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
3LCM
2051
3D/L Capital Management
Connecticut
– -$294K -2,723 Closed
MC
2052
Miramar Capital
Illinois
– -$291K -2,699 Closed
EWM
2053
Endowment Wealth Management
Wisconsin
– -$291K -2,695 Closed
MCM
2054
Moore Capital Management
New York
– -$288K -2,670 Closed
TCMP
2055
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$284K -2,636 Closed
NCM
2056
Novare Capital Management
North Carolina
– -$278K -2,575 Closed
HCM
2057
Hodges Capital Management
Texas
– -$269K -2,492 Closed
PWA
2058
Primoris Wealth Advisors
Florida
– -$265K -2,447 Closed
VWA
2059
VERITY Wealth Advisors
United States
– -$261K -2,418 Closed
TPA
2060
Trivium Point Advisory
Connecticut
– -$253K -2,415 Closed
KWM
2061
Kaydan Wealth Management
Michigan
– -$250K -2,321 Closed
ODFS
2062
O'Donnell Financial Services
California
– -$248K -2,301 Closed
MPW
2063
Monterey Private Wealth
California
– -$246K -2,254 Closed
GF
2064
Gries Financial
Ohio
– -$243K -2,249 Closed
WFA
2065
Wade Financial Advisory
California
– -$243K -2,249 Closed
CPA
2066
Capital Planning Advisors
California
– -$243K -2,248 Closed
DJSG
2067
D.J. St. Germain
Massachusetts
– -$241K -2,235 Closed
NWM
2068
Northwest Wealth Management
Iowa
– -$239K -2,217 Closed
FAN
2069
Financial Advisors Network
California
– -$235K -2,180 Closed
MAP
2070
Moody Aldrich Partners
Massachusetts
– -$233K -2,160 Closed
PBF
2071
Petix & Botte Financial
California
– -$228K -2,118 Closed
APWA
2072
Atlas Private Wealth Advisors
New Jersey
– -$228K -2,115 Closed
EAM
2073
Empirical Asset Management
Massachusetts
– -$228K -2,112 Closed
ANB
2074
Amarillo National Bank
Texas
– -$226K -2,099 Closed
LCM
2075
LVM Capital Management
Michigan
– -$225K -2,083 Closed
81 82
83
84 85