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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2076
Prasad Wealth Partners
Ohio
$364K +$378K +3,162 New
NCM
2077
Northside Capital Management
Oregon
$364K – – –
APP
2078
Avantax Planning Partners
Iowa
$364K +$3.7K +31 +1%
PAM
2079
Pegasus Asset Management
New York
$363K – – –
PP
2080
Patten & Patten
Tennessee
$363K +$22.9K +192 +6%
MCCP
2081
Mission Creek Capital Partners
California
$362K -$956 -8 -0.3%
HSG
2082
Helen Stephens Group
Texas
$361K -$61.3K -513 -14%
I
2083
INVST
Indiana
$361K -$104K -869 -22%
IPAM
2084
Investment Partners Asset Management
New Jersey
$358K – – –
IWP
2085
IAG Wealth Partners
Wisconsin
$358K -$18K -151 -5%
VPF
2086
Vantage Point Financial
Illinois
$358K +$371K +3,107 New
AFA
2087
AA Financial Advisors
Ohio
$356K +$18.8K +157 +5%
HIS
2088
Horizon Investment Services
Indiana
$356K -$127K -1,066 -26%
ULWM
2089
Upper Left Wealth Management
Florida
$356K +$62K +519 +20%
HGA
2090
Hobbs Group Advisors
South Carolina
$355K +$23.7K +198 +7%
RF
2091
Rossby Financial
Florida
$354K +$367K +3,074 New
CL
2092
CIM LLC
New York
$354K – – –
OPWM
2093
Oxinas Partners Wealth Management
Indiana
$353K -$2.39K -20 -0.6%
ORC
2094
O'Rourke & Company
Massachusetts
$353K -$30.3K -254 -8%
CWA
2095
Clarity Wealth Advisors
California
$353K -$22.7K -190 -6%
CC
2096
Callan Capital
California
$352K – – –
SL
2097
Sentry LLC
Tennessee
$352K -$66.1K -553 -15%
LWM
2098
LongView Wealth Management
Georgia
$351K -$49.1K -411 -12%
GSIAS
2099
Garden State Investment Advisory Services
New Jersey
$351K -$1.67K -14 -0.5%
GIA
2100
Goodwin Investment Advisory
Georgia
$351K -$24.1K -202 -6%
82 83
84
85 86