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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
2051
Dearborn Partners
Illinois
– -$300K -2,784 Closed
QT
2052
Quantbot Technologies
New York
– -$299K -2,780 Closed
3LCM
2053
3D/L Capital Management
Connecticut
– -$294K -2,723 Closed
MC
2054
Miramar Capital
Illinois
– -$291K -2,699 Closed
EWM
2055
Endowment Wealth Management
Wisconsin
– -$291K -2,695 Closed
MCM
2056
Moore Capital Management
New York
– -$288K -2,670 Closed
TCMP
2057
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$284K -2,636 Closed
NCM
2058
Novare Capital Management
North Carolina
– -$278K -2,575 Closed
HCM
2059
Hodges Capital Management
Texas
– -$269K -2,492 Closed
PWA
2060
Primoris Wealth Advisors
Florida
– -$265K -2,447 Closed
VWA
2061
VERITY Wealth Advisors
United States
– -$261K -2,418 Closed
TPA
2062
Trivium Point Advisory
Connecticut
– -$253K -2,415 Closed
KWM
2063
Kaydan Wealth Management
Michigan
– -$250K -2,321 Closed
ODFS
2064
O'Donnell Financial Services
California
– -$248K -2,301 Closed
MPW
2065
Monterey Private Wealth
California
– -$246K -2,254 Closed
GF
2066
Gries Financial
Ohio
– -$243K -2,249 Closed
WFA
2067
Wade Financial Advisory
California
– -$243K -2,249 Closed
CPA
2068
Capital Planning Advisors
California
– -$243K -2,248 Closed
DJSG
2069
D.J. St. Germain
Massachusetts
– -$241K -2,235 Closed
NWM
2070
Northwest Wealth Management
Iowa
– -$239K -2,217 Closed
FAN
2071
Financial Advisors Network
California
– -$235K -2,180 Closed
MAP
2072
Moody Aldrich Partners
Massachusetts
– -$233K -2,160 Closed
PBF
2073
Petix & Botte Financial
California
– -$228K -2,118 Closed
APWA
2074
Atlas Private Wealth Advisors
New Jersey
– -$228K -2,115 Closed
EAM
2075
Empirical Asset Management
Massachusetts
– -$228K -2,112 Closed
81 82
83
84 85