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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2151
Copperleaf Capital
North Carolina
– -$507K -5,240 Closed
KF
2152
Krilogy Financial
Missouri
– -$478K -4,946 Closed
AF
2153
Aldebaran Financial
– -$458K -4,732 Closed
FG
2154
Foster Group
Iowa
– -$407K -4,209 Closed
SPW
2155
Sonoma Private Wealth
California
– -$404K -4,173 Closed
BWP
2156
Balboa Wealth Partners
Arizona
– -$396K -4,094 Closed
PCM
2157
Penn Capital Management
Pennsylvania
– -$386K -3,991 Closed
WHCI
2158
W.H. Cornerstone Investments
Massachusetts
– -$380K -3,932 Closed
CAM
2159
CPA Asset Management
Florida
– -$377K -3,902 Closed
LEFP
2160
Leading Edge Financial Planning
Tennessee
– -$351K -3,631 Closed
SWM
2161
Seaside Wealth Management
California
– -$348K -3,602 Closed
CFA
2162
Camarda Financial Advisors
Florida
– -$321K -3,320 Closed
SA
2163
Strategic Advisors
New York
– -$321K -3,315 Closed
CAP
2164
Columbia Advisory Partners
Washington
– -$307K -3,174 Closed
SSC
2165
Syverson Strege & Co
Iowa
– -$282K -2,916 Closed
AR
2166
Apeiron RIA
Texas
– -$282K -2,912 Closed
FSG
2167
Financial Strategies Group
Michigan
– -$281K -2,906 Closed
FAT
2168
First American Trust
California
– -$280K -2,898 Closed
OWM
2169
OneAscent Wealth Management
Alabama
– -$279K -2,882 Closed
JLBC
2170
J.L. Bainbridge & Co
Florida
– -$278K -2,873 Closed
SCI
2171
Stableford Capital II
Arizona
– -$269K -2,840 Closed
WCM
2172
Weik Capital Management
Pennsylvania
– -$271K -2,800 Closed
WC
2173
Waterloo Capital
Texas
– -$260K -2,685 Closed
RWM
2174
Revisor Wealth Management
Ohio
– -$257K -2,661 Closed
CWM
2175
Concentric Wealth Management
California
– -$253K -2,613 Closed
85 86
87
88 89