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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2301
Morton Capital Management
California
$329K +$4.8K +35 +2%
EWM
2302
Elevatus Welath Management
New York
$327K +$11.3K +82 +4%
PPW
2303
Presilium Private Wealth
Pennsylvania
$326K -$16.7K -122 -5%
CWP
2304
Concord Wealth Partners
Virginia
$326K -$9.06K -66 -3%
IRAG
2305
Investment Research & Advisory Group
Georgia
$325K +$137 +1 +0%
FPWM
2306
FSB Premier Wealth Management
Iowa
$325K +$137 +1 +0%
WMA
2307
William Mack & Associates
Michigan
$324K +$300K +2,187 New
PG
2308
Patten Group
Tennessee
$323K – – –
DW30
2309
Drucker Wealth 3.0
New Jersey
$323K +$64.8K +472 +28%
BFP
2310
Birchwood Financial Partners
Minnesota
$323K +$2.06K +15 +0.7%
WCG
2311
Weaver Consulting Group
California
$323K +$686 +5 +0.2%
VWM
2312
Vermillion Wealth Management
Minnesota
$321K -$76.4K -557 -20%
SCM
2313
Schnieders Capital Management
California
$321K – – –
OPCM
2314
Osborne Partners Capital Management
California
$320K -$61.9K -451 -17%
IFS
2315
Ifrah Financial Services
Arkansas
$320K -$823 -6 -0.3%
CWP
2316
Curated Wealth Partners
California
$320K – – –
PAM
2317
Pegasus Asset Management
New York
$320K – – –
WG
2318
Welch Group
Alabama
$319K -$31.6K -230 -10%
BFA
2319
Bill Few Associates
Pennsylvania
$318K -$412 -3 -0.1%
SWM
2320
Sterling Wealth Management
Illinois
$317K +$137 +1 +0%
ACA
2321
Anchor Capital Advisors
Massachusetts
$317K -$102K -741 -26%
FH
2322
FWG Holdings
Florida
$317K +$301K +2,191 New
BMC
2323
Beaton Management Company
Massachusetts
$317K – – –
SL
2324
SWMG LLC
Texas
$317K -$526K -3,834 -64%
CSB
2325
City State Bank
Iowa
$316K +$137 +1 +0%
91 92
93
94 95