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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2051
Sage Capital Management
New Jersey
$381K +$2.39K +20 +0.6%
CHAM
2052
Clear Harbor Asset Management
Connecticut
$381K +$10.8K +90 +3%
EHC
2053
Everett Harris & Co
California
$380K – – –
RCM
2054
RMR Capital Management
California
$377K +$22.7K +190 +6%
CNBT
2055
Canandaigua National Bank & Trust
New York
$377K +$40.1K +336 +11%
KWM
2056
KFG Wealth Management
Indiana
$377K -$3.24M -27,155 -89%
FRA
2057
Frank Rimerman Advisors
California
$376K – – –
WHCFA
2058
William Howard & Co Financial Advisors
Tennessee
$376K +$119 +1 +0%
OC
2059
Oarsman Capital
Wisconsin
$375K -$135K -1,133 -26%
SWM
2060
Segment Wealth Management
Texas
$375K – – –
FCIM
2061
Fairview Capital Investment Management
California
$375K – – –
FC
2062
Forte Capital
New York
$373K +$7.53K +63 +2%
SWTS
2063
Stonehaven Wealth & Tax Solutions
Wisconsin
$373K +$386K +3,233 New
AAP
2064
Arax Advisory Partners
Colorado
$372K +$34.4K +288 +10%
TRIA
2065
Trail Ridge Investment Advisors
Colorado
$372K – – –
TB
2066
Terril Brothers
Missouri
$371K +$92.6K +775 +32%
BWMG
2067
Barnes Wealth Management Group
California
$370K +$384K +3,215 New
SIM
2068
Sterling Investment Management
Arizona
$370K +$384K +3,215 New
GWS
2069
Glassman Wealth Services
Virginia
$367K -$16K -134 -4%
PWS
2070
Peloton Wealth Strategists
Indiana
$366K +$11.9K +100 +3%
GVCM
2071
Global View Capital Management
Wisconsin
$366K +$380K +3,180 New
HT
2072
Heritage Trust
Oklahoma
$365K +$378K +3,168 New
CWM
2073
Castle Wealth Management
Florida
$365K +$239 +2 +0.1%
AWA
2074
Arbor Wealth Advisors
Michigan
$365K -$78.9K -660 -17%
PG
2075
Patten Group
Tennessee
$364K -$4.78K -40 -1%
81 82
83
84 85