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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2326
Byrne Asset Management
New Jersey
$20.8K – – –
CAM
2327
Clarity Asset Management
Iowa
$20.6K +$113 +1 +0.6%
FWM
2328
FSA Wealth Management
Massachusetts
$19.8K +$19.1K +169 New
C
2329
Covestor
United Kingdom
$19K – – –
KFO
2330
Kopp Family Office
Minnesota
$19K – – –
LIS
2331
Legacy Investment Solutions
Idaho
$19K +$17.4K +154 New
LWMI
2332
Legacy Wealth Management (Idaho)
Idaho
$19K +$17.4K +154 New
GCM
2333
Gables Capital Management
Florida
$18.7K – – –
CWM
2334
CarsonAllaria Wealth Management
Illinois
$18.1K – – –
HWA
2335
Heritage Wealth Advisors
Virginia
$17.5K +$2.82K +25 +20%
1IA
2336
1620 Investment Advisors
Massachusetts
$17.3K – – –
MSFP
2337
Mark Sheptoff Financial Planning
Connecticut
$17.2K – – –
MFS
2338
Mattson Financial Services
Michigan
$16.5K – – –
BIM
2339
Breakwater Investment Management
Washington
$16.4K – – –
GPFA
2340
Game Plan Financial Advisors
Ohio
$16.3K – – –
VWWMG
2341
Vermillion & White Wealth Management Group
Pennsylvania
$16.2K – – –
SFC
2342
SYM Financial Corp
Indiana
$15.8K -$10.4K -92 -41%
FUBT
2343
First United Bank & Trust
Maryland
$15.8K – – –
FGC
2344
Financial Gravity Companies
Texas
$15.4K +$14.9K +132 New
LFA
2345
Legend Financial Advisors
Pennsylvania
$15.2K – – –
CPA
2346
Capital Performance Advisors
California
$14.3K +$13.8K +122 New
GJWM
2347
Gilliland Jeter Wealth Management
Arkansas
$14K – – –
FAM
2348
Flaharty Asset Management
Florida
$13.3K +$12.9K +114 New
TCM
2349
Tanaka Capital Management
New York
$13K – – –
EWA
2350
Elevate Wealth Advisory
Georgia
$13K -$28.2K -250 -69%
92 93
94
95 96