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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2051
Pegasus Asset Management
New York
$324K -$5.75K -51 -2%
HIS
2052
Horizon Investment Services
Indiana
$323K – – –
AWM
2053
Avaii Wealth Management
Wisconsin
$323K +$54.2K +480 +18%
SIM
2054
Sterling Investment Management
Arizona
$323K -$14.2K -126 -4%
FAG
2055
Fortitude Advisory Group
Washington
$323K -$1.02K -9 -0.3%
WIC
2056
Woodmont Investment Counsel
Tennessee
$322K +$14.4K +128 +4%
SEM
2057
Strategic Equity Management
Arizona
$322K -$2.4M -21,232 -87%
FDCP
2058
Foster Dykema Cabot & Partners
Massachusetts
$321K -$67.4K -597 -16%
OPWM
2059
Oxinas Partners Wealth Management
Indiana
$320K – – –
CWA
2060
Clarity Wealth Advisors
California
$320K – – –
VAS
2061
Vestmark Advisory Solutions
Massachusetts
$320K +$345K +3,060 New
CC
2062
Callan Capital
California
$319K – – –
ML
2063
Mayport LLC
Massachusetts
$319K +$31.9K +283 +10%
GSIAS
2064
Garden State Investment Advisory Services
New Jersey
$318K -$564 -5 -0.2%
WAG
2065
Wallace Advisory Group
California
$316K – – –
GLA
2066
Great Lakes Advisors
Illinois
$315K +$76.7K +680 +29%
CQWA
2067
Chokshi & Queen Wealth Advisors
California
$315K -$142K -1,259 -29%
FEG
2068
Fund Evaluation Group
Ohio
$314K +$903 +8 +0.3%
SEP
2069
Southland Equity Partners
Missouri
$314K -$2.14K -19 -0.6%
CWA
2070
Consilio Wealth Advisors
Washington
$314K -$9.71M -86,055 -97%
SAM
2071
Selway Asset Management
$314K – – –
CNBT
2072
Canandaigua National Bank & Trust
New York
$314K -$30.6K -271 -8%
SHGA
2073
Sand Hill Global Advisors
California
$313K – – –
PFM
2074
Potomac Fund Management
Florida
$313K -$59K -523 -14%
MAMG
2075
Milestone Asset Management Group
Connecticut
$313K +$2.14K +19 +0.6%
81 82
83
84 85