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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2201
SRH Advisors
Kansas
$233K – – –
EWM
2202
Elevatus Welath Management
New York
$232K -$132K -1,274 -38%
AWMG
2203
ADG Wealth Management Group
Louisiana
$232K -$5.53M -53,493 -96%
ANB
2204
Amarillo National Bank
Texas
$232K – – –
CAM
2205
CPA Asset Management
Florida
$231K – – –
BPCE
2206
Bank Pictet & Cie (Europe)
Germany
$231K – – –
HBCM
2207
Heron Bay Capital Management
Michigan
$230K -$9.23M -89,332 -98%
HFS
2208
Heritage Financial Services
Massachusetts
$230K +$1.24K +12 +0.6%
IIA
2209
ICW Investment Advisors
Arizona
$230K -$1.96K -19 -0.9%
CPA
2210
Compass Planning Associates
Massachusetts
$230K +$41.3K +400 +23%
FPWM
2211
FSB Premier Wealth Management
Iowa
$229K +$217K +2,099 New
LWM
2212
LongView Wealth Management
Georgia
$229K -$59.6K -577 -22%
JIR
2213
James Investment Research
Ohio
$228K -$834K -8,066 -79%
KFA
2214
Kapstone Financial Advisors
Ohio
$228K – – –
ACS
2215
Archford Capital Strategies
Illinois
$228K -$342K -3,311 -61%
GFA
2216
Gallagher Fiduciary Advisors
Illinois
$227K -$2.58K -25 -1%
EA
2217
Eclectic Associates
California
$226K – – –
MFWP
2218
Mosaic Family Wealth Partners
Missouri
$226K -$39.1K -378 -15%
TMWM
2219
Taylor & Morgan Wealth Management
Michigan
$225K +$213K +2,060 New
PP
2220
PDS Planning
Ohio
$225K -$1.76K -17 -0.8%
FP
2221
Fiduciary Planning
Florida
$224K – – –
LAM
2222
L2 Asset Management
Massachusetts
$224K +$212K +2,051 New
LWA
2223
Lantern Wealth Advisors
New York
$224K +$211K +2,045 New
PTP
2224
Platform Technology Partners
New York
$223K +$211K +2,042 New
TF
2225
Tenon Financial
New Jersey
$223K – – –
87 88
89
90 91