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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
2301
Investment Research & Advisory Group
Georgia
$265K +$32.6K +273 +15%
CFM
2302
Cornerstone Financial Management
Massachusetts
$265K +$264K +2,205 New
KCP
2303
Kera Capital Partners
California
$264K +$22.5K +188 +10%
EFG
2304
Everhart Financial Group
Ohio
$264K +$2.03K +17 +0.8%
SFA
2305
Souders Financial Advisors
Ohio
$263K -$6.7K -56 -2%
CW
2306
Channel Wealth
California
$263K +$262K +2,188 New
PG
2307
Patten Group
Tennessee
$262K – – –
SP
2308
Successful Portfolios
Florida
$262K -$12.3K -103 -5%
S
2309
Sachetta
Massachusetts
$262K -$4.75M -39,689 -95%
TSMHT
2310
Thurston Springer Miller Herd & Titak
Indiana
$261K +$195K +1,628 +299%
CCA
2311
Cypress Capital Advisors
Tennessee
$261K – – –
TPWA
2312
Twin Peaks Wealth Advisors
California
$261K +$236K +1,974 New
PBF
2313
Petix & Botte Financial
California
$260K +$239 +2 +0.1%
HFS
2314
Hantz Financial Services
Michigan
$260K +$228K +1,908 +751%
RA
2315
Ruggaard & Associates
Ohio
$260K -$10.3K -86 -4%
BFP
2316
Birchwood Financial Partners
Minnesota
$260K +$258K +2,160 New
MWM
2317
MY Wealth Management
Maryland
$260K – – –
CWP
2318
Curated Wealth Partners
California
$260K +$258K +2,160 New
PAM
2319
Pegasus Asset Management
New York
$259K – – –
SW
2320
SteelPeak Wealth
California
$258K -$437K -3,657 -63%
BFA
2321
Bill Few Associates
Pennsylvania
$258K +$257K +2,148 New
SC
2322
Soundwatch Capital
Connecticut
$258K -$16.5K -138 -6%
GGA
2323
Granite Group Advisors
Connecticut
$258K +$256K +2,143 New
SLG
2324
Stanley-Laman Group
Pennsylvania
$257K -$23.8K -199 -9%
D
2325
Dentgroup
Louisiana
$257K -$10.2K -85 -4%
91 92
93
94 95