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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
2101
Tower View Wealth Management
Wisconsin
$3K +$100 +1 +4%
CSC
2102
Caldwell Sutter Capital
California
$3K +$3.1K +31 New
MMG
2103
Monetary Management Group
Missouri
$2.9K +$3K +30 New
SFC
2104
SYM Financial Corp
Indiana
$2.72K -$64.8K -648 -96%
OLVIG
2105
Oliver Lagore Vanvalin Investment Group
Michigan
$2.68K -$100K -1,001 -97%
WAM
2106
WFA Asset Management
Wisconsin
$2.65K – – –
HFM
2107
Hartford Financial Management
Connecticut
$2.45K – – –
HI
2108
Hoey Investments
Pennsylvania
$2.03K – – –
C
2109
Covestor
United Kingdom
$2K -$100 -1 -4%
EA
2110
Evolution Advisers
Virginia
$2K – – –
IBOK
2111
Independence Bank of Kentucky
Kentucky
$1.93K -$8.4K -84 -81%
GG
2112
Gleason Group
Kentucky
$1.72K – – –
ACA
2113
Atlas Capital Advisors
Wyoming
$870 +$200 +2 +29%
WPWM
2114
Western Pacific Wealth Management
Illinois
$870 +$900 +9 New
RI
2115
Ridgewood Investments
New Jersey
$677 +$700 +7 New
SFSG
2116
Sound Financial Strategies Group
Mississippi
$677 +$700 +7 New
SWM
2117
SigFig Wealth Management
California
– -$69.8M -722,800 Closed
WA
2118
Watchtower Advisors
Connecticut
– -$14.7M -154,907 Closed
NAG
2119
Northstar Advisory Group
New Jersey
– -$7.98M -84,284 Closed
GMA
2120
Glassy Mountain Advisors
Maryland
– -$4.43M -46,798 Closed
LGWM
2121
Litman Gregory Wealth Management
California
– -$3.71M -39,233 Closed
APW
2122
Austin Private Wealth
Texas
– -$3.57M -37,765 Closed
SHJ
2123
Sharkey, Howes & Javer
Colorado
– -$3.17M -33,464 Closed
WWG
2124
West Wealth Group
California
– -$2.97M -31,367 Closed
BEC
2125
Blue Edge Capital
Virginia
– -$2.8M -29,621 Closed
83 84
85
86 87