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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
2251
Southland Equity Partners
Missouri
$356K -$17.8K -130 -5%
CK
2252
Cohen Klingenstein
New York
$356K – – –
WAP
2253
Wealth Analytics Partners
California
$356K -$137 -1 -0%
T
2254
Tableaux
Massachusetts
$355K – – –
IF
2255
IRON Financial
Illinois
$354K – – –
FC
2256
Financial Consulate
Maryland
$354K -$412 -3 -0.1%
CCG
2257
Coastwise Capital Group
California
$354K +$961 +7 +0.3%
DCM
2258
Davidson Capital Management
Texas
$354K – – –
IWC
2259
Infinity Wealth Counsel
Ohio
$353K – – –
BZWA
2260
Blue Zone Wealth Advisors
California
$353K +$1.65K +12 +0.5%
HGWM
2261
Horst & Graben Wealth Management
Oregon
$352K +$10.3K +75 +3%
AWM
2262
Aberdeen Wealth Management
Illinois
$352K – – –
PWG
2263
Portside Wealth Group
Utah
$352K +$326K +2,375 New
CPA
2264
Compass Planning Associates
Massachusetts
$352K +$325K +2,371 New
PAA
2265
Peregrine Asset Advisers
Oregon
$351K -$10.4K -76 -3%
FFM
2266
Forum Financial Management
Illinois
$351K +$549 +4 +0.2%
CIM
2267
Capital Investment Management
Missouri
$350K -$961 -7 -0.3%
WRPWM
2268
Werba Rubin Papier Wealth Management
California
$349K +$3.29K +24 +1%
RCM
2269
Richardson Capital Management
Wisconsin
$348K -$4.25K -31 -1%
RC
2270
Resolute Capital
South Carolina
$347K +$321K +2,338 New
TRIA
2271
Trail Ridge Investment Advisors
Colorado
$346K -$11K -80 -3%
BL
2272
BCWM LLC
Kansas
$346K +$7.27K +53 +2%
CB
2273
Chris Bulman
California
$345K – – –
BAM
2274
BOS Asset Management
Illinois
$343K – – –
BWP
2275
Bernardo Wealth Planning
Pennsylvania
$343K +$52.8K +385 +20%
89 90
91
92 93