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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
2251
Portside Wealth Group
Utah
$352K +$326K +2,375 New
CPA
2252
Compass Planning Associates
Massachusetts
$352K +$325K +2,371 New
PAA
2253
Peregrine Asset Advisers
Oregon
$351K -$10.4K -76 -3%
FFM
2254
Forum Financial Management
Illinois
$351K +$549 +4 +0.2%
CIM
2255
Capital Investment Management
Missouri
$350K -$961 -7 -0.3%
WRPWM
2256
Werba Rubin Papier Wealth Management
California
$349K +$3.29K +24 +1%
RCM
2257
Richardson Capital Management
Wisconsin
$348K -$4.25K -31 -1%
RC
2258
Resolute Capital
South Carolina
$347K +$321K +2,338 New
TRIA
2259
Trail Ridge Investment Advisors
Colorado
$346K -$11K -80 -3%
BL
2260
BCWM LLC
Kansas
$346K +$7.27K +53 +2%
CB
2261
Chris Bulman
California
$345K – – –
BAM
2262
BOS Asset Management
Illinois
$343K – – –
BWP
2263
Bernardo Wealth Planning
Pennsylvania
$343K +$52.8K +385 +20%
SFG
2264
Shum Financial Group
California
$342K +$72.3K +527 +30%
SAM
2265
Strategy Asset Managers
California
$342K -$22.8K -166 -7%
UFF
2266
USA Financial Formulas
Michigan
$341K +$238K +1,733 +305%
BWA
2267
Blodgett Wealth Advisors
California
$340K -$54.9K -400 -15%
MW
2268
Members Wealth
Pennsylvania
$340K – – –
WB
2269
West Bancorporation
Iowa
$340K +$4.67K +34 +2%
SHGA
2270
Sand Hill Global Advisors
California
$340K -$4.25K -31 -1%
ORC
2271
O'Rourke & Company
Massachusetts
$340K -$24.4K -178 -7%
SFGM
2272
Stonebridge Financial Group (Missouri)
Missouri
$339K -$137 -1 -0%
HWMO
2273
Heritage Wealth Management (Ohio)
Ohio
$339K +$314K +2,287 New
5NPW
2274
55 North Private Wealth
Florida
$339K -$1.92K -14 -0.6%
BCM
2275
BTC Capital Management
Iowa
$338K -$261K -1,899 -45%
89 90
91
92 93