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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
2051
Kapstone Financial Advisors
Ohio
$223K – – –
PP
2052
Patron Partners
Texas
$223K -$20K -187 -8%
SF
2053
Symphony Financial
Texas
$221K +$24.9K +233 +13%
MFWP
2054
Mosaic Family Wealth Partners
Missouri
$221K – – –
FP
2055
Fiduciary Planning
Florida
$219K – – –
PNC
2056
Park National Corp
Ohio
$219K +$3.32K +31 +2%
LF
2057
LifePlan Financial
Minnesota
$218K +$9.09K +85 +4%
CCIA
2058
Cherry Creek Investment Advisors
Colorado
$217K +$856 +8 +0.4%
MWA
2059
Meridian Wealth Advisors
Texas
$217K -$25.6K -239 -11%
CCG
2060
Catalina Capital Group
California
$216K -$647K -6,047 -75%
IWS
2061
Integrity Wealth Solutions
Colorado
$216K +$4.07K +38 +2%
WG
2062
Welch Group
Alabama
$216K -$75K -701 -26%
RIM
2063
Rockbridge Investment Management
New York
$216K -$4.82K -45 -2%
PIA
2064
Petredis Investment Advisors
Pennsylvania
$215K – – –
IGWM
2065
ICA Group Wealth Management
Colorado
$215K -$4.12M -38,521 -95%
PWP
2066
Phillips Wealth Planners
Mississippi
$215K +$6.1K +57 +3%
TF
2067
Tenon Financial
New Jersey
$214K +$10.3K +96 +5%
SFA
2068
Seneca Financial Advisors
New York
$214K +$215K +2,007 New
DJSG
2069
D.J. St. Germain
Massachusetts
$213K +$7.06K +66 +3%
EA
2070
Eclectic Associates
California
$213K – – –
TAM
2071
TCP Asset Management
Ohio
$213K -$26.7K -250 -11%
APP
2072
Avantax Planning Partners
Iowa
$213K -$1.71K -16 -0.8%
RJTCONH
2073
Raymond James Trust Company of New Hampshire
New Hampshire
$213K -$1.6K -15 -0.7%
UAS
2074
United Asset Strategies
New York
$213K +$214K +1,996 New
MCA
2075
Maryland Capital Advisors
Maryland
$212K – – –
81 82
83
84 85