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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2076
Rockbridge Investment Management
New York
$229K – – –
MFWP
2077
Mosaic Family Wealth Partners
Missouri
$229K -$5.63K -53 -2%
SP
2078
Stonebrook Private
Michigan
$228K -$970K -9,133 -82%
CC
2079
Callan Capital
California
$228K – – –
FP
2080
Fiduciary Planning
Florida
$227K +$218K +2,054 New
IW
2081
Imprint Wealth
South Carolina
$226K +$219K +2,063 New
CCIA
2082
Cherry Creek Investment Advisors
Colorado
$224K -$15.2K -143 -7%
PIA
2083
Petredis Investment Advisors
Pennsylvania
$223K – – –
PNC
2084
Park National Corp
Ohio
$223K -$7.64K -72 -3%
OWA
2085
ORBA Wealth Advisors
Illinois
$223K – – –
APP
2086
Avantax Planning Partners
Iowa
$222K -$21.7K -204 -9%
RJTCONH
2087
Raymond James Trust Company of New Hampshire
New Hampshire
$222K -$31.4K -296 -13%
EA
2088
Eclectic Associates
California
$221K – – –
GWP
2089
Gen-Wealth Partners
Michigan
$221K +$212K +1,998 New
IFWM
2090
Institute for Wealth Management
Colorado
$220K -$1.27K -12 -0.6%
IWS
2091
Integrity Wealth Solutions
Colorado
$220K +$2.44K +23 +1%
DAM
2092
Derbend Asset Management
Georgia
$220K – – –
MCA
2093
Maryland Capital Advisors
Maryland
$219K -$40.9K -385 -16%
WCG
2094
Weaver Consulting Group
California
$218K +$637 +6 +0.3%
FMTCOCP
2095
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$218K – – –
PSP
2096
Pacific Sage Partners
Washington
$218K – – –
LF
2097
LifePlan Financial
Minnesota
$217K -$2.44K -23 -1%
CW
2098
Channel Wealth
California
$216K -$25.2K -237 -11%
JLBC
2099
J.L. Bainbridge & Co
Florida
$215K – – –
MPI
2100
Mairs & Power Inc
Minnesota
$215K – – –
82 83
84
85 86