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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
2101
ICW Investment Advisors
Arizona
$248K – – –
BPCE
2102
Bank Pictet & Cie (Europe)
Germany
$247K – – –
MFG
2103
MidWestOne Financial Group
Iowa
$247K – – –
NWM
2104
Northwest Wealth Management
Iowa
$246K -$3.28K -29 -1%
EFG
2105
Everhart Financial Group
Ohio
$246K +$238K +2,103 New
RIA
2106
Realta Investment Advisors
Delaware
$246K -$1.25M -11,108 -84%
LWA
2107
Lantern Wealth Advisors
New York
$246K -$7.79K -69 -3%
BWP
2108
Bernardo Wealth Planning
Pennsylvania
$245K -$7.68K -68 -3%
FFWA
2109
Forthright Family Wealth Advisory
Texas
$244K -$43.8K -388 -17%
KFA
2110
Kapstone Financial Advisors
Ohio
$243K -$904 -8 -0.4%
RIM
2111
Rockbridge Investment Management
New York
$243K +$5.99K +53 +3%
MFWP
2112
Mosaic Family Wealth Partners
Missouri
$242K – – –
LF
2113
LifePlan Financial
Minnesota
$242K +$2.15K +19 +0.9%
PWP
2114
Phillips Wealth Planners
Mississippi
$241K +$1.81K +16 +0.8%
LCWP
2115
Legacy Capital Wealth Partners
Arkansas
$240K +$762K +6,744 +279%
IWS
2116
Integrity Wealth Solutions
Colorado
$240K +$3.28K +29 +1%
PIA
2117
Petredis Investment Advisors
Pennsylvania
$239K +$2.6K +23 +1%
CFGSD
2118
Compass Financial Group (South Dakota)
South Dakota
$239K -$53.2K -471 -19%
FOA
2119
Five Oceans Advisors
California
$237K +$229K +2,030 New
SWM
2120
Selective Wealth Management
Virginia
$237K -$90.2K -798 -28%
LAM
2121
LifePro Asset Management
California
$237K -$79.8K -706 -26%
WG
2122
Welch Group
Alabama
$237K +$113 +1 +0%
OWA
2123
ORBA Wealth Advisors
Illinois
$236K -$16.8K -149 -7%
CG
2124
Cynosure Group
Utah
$235K +$227K +2,008 New
D
2125
Diversified
Delaware
$234K -$28.5K -252 -11%
83 84
85
86 87