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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2251
4J Wealth Management
Virginia
$213K -$35.1K -340 -15%
SWGC
2252
Summit Wealth Group (Colorado)
Colorado
$212K +$201K +1,942 New
AWP
2253
Ascent Wealth Partners
New York
$212K -$29.5K -285 -13%
TCOTS
2254
Trust Company of the South
North Carolina
$212K – – –
BEC
2255
Blue Edge Capital
Virginia
$212K -$3.52K -34 -2%
FC
2256
FCA Corp
Texas
$211K – – –
VWA
2257
Valued Wealth Advisors
Utah
$210K +$1.24K +12 +0.6%
FI
2258
Financial Insights
Washington
$209K +$198K +1,912 New
CCG
2259
Catalina Capital Group
California
$208K -$7.65K -74 -4%
WQ
2260
Wealth Quarterback
New Jersey
$208K -$89.7K -868 -31%
BFC
2261
Blue Fin Capital
Rhode Island
$208K +$196K +1,900 New
NWM
2262
Northwest Wealth Management
Iowa
$208K +$196K +1,899 New
FFP
2263
Frisco Financial Planning
Texas
$207K +$3.72K +36 +2%
OHIS
2264
Oak Harvest Investment Services
Texas
$207K +$196K +1,892 New
KCP
2265
Kera Capital Partners
California
$206K +$195K +1,887 New
NIM
2266
Nicollet Investment Management
Minnesota
$206K +$195K +1,885 New
PWS
2267
Proactive Wealth Strategies
Georgia
$206K +$195K +1,885 New
JSA
2268
Jim Saulnier & Associates
Colorado
$206K +$195K +1,882 New
PSB
2269
Piscataqua Savings Bank
New Hampshire
$205K +$102K +983 +111%
LB
2270
Legacy Bridge
Iowa
$204K – – –
SO
2271
Sierra Ocean
California
$204K -$21.7K -210 -10%
WW
2272
Waterfront Wealth
Kansas
$204K +$193K +1,869 New
TWM
2273
Tanager Wealth Management
United Kingdom
$204K +$193K +1,868 New
HC
2274
Hamilton Capital
Ohio
$204K +$193K +1,865 New
NPAN
2275
Northeast Planning Associates NH
New Hampshire
$204K -$8.79K -85 -4%
89 90
91
92 93