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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2101
Towerpoint Wealth
California
$450K -$66.3K -483 -14%
DWM
2102
Darwin Wealth Management
Florida
$449K +$1.1K +8 +0.3%
WPW
2103
Watershed Private Wealth
Illinois
$448K – – –
MFP
2104
Meramec Financial Planners
Missouri
$448K -$9.2K -67 -2%
SWP
2105
SIMA Wealth Partners
Virginia
$447K -$25.4K -185 -6%
GOCP
2106
Great Oak Capital Partners
Massachusetts
$447K -$177K -1,293 -30%
MCM
2107
M1 Capital Management
Michigan
$446K +$137 +1 +0%
IPAM
2108
Investment Partners Asset Management
New Jersey
$446K -$4.94K -36 -1%
DF
2109
Downshift Financial
Colorado
$445K -$686 -5 -0.2%
PCM
2110
Prelude Capital Management
New York
$445K -$961K -7,000 -70%
DWM
2111
Denver Wealth Management
Colorado
$445K +$23.3K +170 +6%
MSWMA
2112
Market Street Wealth Management Advisors
Indiana
$444K -$18.3K -133 -4%
RFW
2113
Rainier Family Wealth
Washington
$444K -$4.25K -31 -1%
SL
2114
Sentry LLC
Tennessee
$442K – – –
HBFP
2115
Henderson Brothers Financial Partners
Pennsylvania
$441K -$406K -2,960 -50%
AAA
2116
Andrews Advisory Associates
Hawaii
$441K – – –
AWMM
2117
Aegis Wealth Management (Maryland)
Maryland
$440K +$408K +2,970 New
PSP
2118
Pacific Sage Partners
Washington
$439K -$3.71K -27 -0.9%
WIM
2119
WealthPlan Investment Management
Nebraska
$437K -$102K -741 -20%
CWM
2120
Collaborative Wealth Management
Florida
$435K +$4.39K +32 +1%
AAM
2121
Aureus Asset Management
Massachusetts
$434K +$34.7K +253 +9%
NCG
2122
Newport Capital Group
New Jersey
$434K +$20K +146 +5%
LWM
2123
Level Wealth Management
North Carolina
$432K +$549 +4 +0.1%
SAM
2124
Seelaus Asset Management
New Jersey
$432K -$16.2K -118 -4%
CA
2125
CGN Advisors
Kansas
$432K -$686 -5 -0.2%
83 84
85
86 87