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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
2101
MidWestOne Financial Group
Iowa
$247K – – –
NWM
2102
Northwest Wealth Management
Iowa
$246K -$3.28K -29 -1%
EFG
2103
Everhart Financial Group
Ohio
$246K +$238K +2,103 New
RIA
2104
Realta Investment Advisors
Delaware
$246K -$1.25M -11,108 -84%
LWA
2105
Lantern Wealth Advisors
New York
$246K -$7.79K -69 -3%
BWP
2106
Bernardo Wealth Planning
Pennsylvania
$245K -$7.68K -68 -3%
FFWA
2107
Forthright Family Wealth Advisory
Texas
$244K -$43.8K -388 -17%
KFA
2108
Kapstone Financial Advisors
Ohio
$243K -$904 -8 -0.4%
RIM
2109
Rockbridge Investment Management
New York
$243K +$5.99K +53 +3%
MFWP
2110
Mosaic Family Wealth Partners
Missouri
$242K – – –
LF
2111
LifePlan Financial
Minnesota
$242K +$2.15K +19 +0.9%
PWP
2112
Phillips Wealth Planners
Mississippi
$241K +$1.81K +16 +0.8%
LCWP
2113
Legacy Capital Wealth Partners
Arkansas
$240K +$762K +6,744 +279%
IWS
2114
Integrity Wealth Solutions
Colorado
$240K +$3.28K +29 +1%
PIA
2115
Petredis Investment Advisors
Pennsylvania
$239K +$2.6K +23 +1%
CFGSD
2116
Compass Financial Group (South Dakota)
South Dakota
$239K -$53.2K -471 -19%
FOA
2117
Five Oceans Advisors
California
$237K +$229K +2,030 New
SWM
2118
Selective Wealth Management
Virginia
$237K -$90.2K -798 -28%
LAM
2119
LifePro Asset Management
California
$237K -$79.8K -706 -26%
WG
2120
Welch Group
Alabama
$237K +$113 +1 +0%
OWA
2121
ORBA Wealth Advisors
Illinois
$236K -$16.8K -149 -7%
CG
2122
Cynosure Group
Utah
$235K +$227K +2,008 New
D
2123
Diversified
Delaware
$234K -$28.5K -252 -11%
DE
2124
Diversified Enterprises
Delaware
$234K +$226K +2,003 New
NWA
2125
New World Advisors
Massachusetts
$234K +$5.65K +50 +3%
83 84
85
86 87