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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIME
2351
Evelyn Partners Investment Management (Europe)
$98.4K – – –
PFG
2352
Premier Financial Group
California
$95.4K +$86.8K +840 New
POIA
2353
Pin Oak Investment Advisors
Texas
$95K – – –
PP
2354
Pacifica Partners
Canada
$94.7K -$10.3K -100 -10%
HHGA
2355
Halbert Hargrove Global Advisors
California
$94.1K -$7.13K -69 -7%
CAWM
2356
Capital A Wealth Management
Pennsylvania
$91.7K +$87.6K +847 New
SHIM
2357
Stone House Investment Management
Pennsylvania
$91K +$7.55K +73 +10%
MBFW
2358
Morton Brown Family Wealth
Pennsylvania
$90.1K -$3.31K -32 -4%
RFA
2359
Reyes Financial Architecture
California
$90.1K – – –
BFP
2360
Briaud Financial Planning
Texas
$90K – – –
EP
2361
Essential Partners
California
$87.8K +$83K +803 New
WTFG
2362
Wood Tarver Financial Group
Idaho
$87K -$5.17K -50 -6%
DPW
2363
DiNuzzo Private Wealth
Pennsylvania
$85.2K – – –
JFG
2364
JDM Financial Group
Texas
$83.3K – – –
T
2365
Transce3nd
Texas
$81.3K -$2.17K -21 -3%
BCV
2366
Banque Cantonale Vaudoise
Switzerland
$81K – – –
GWM
2367
Gitterman Wealth Management
New Jersey
$78.7K +$74.4K +720 New
EWA
2368
Elevate Wealth Advisory
Georgia
$78.1K +$62.4K +604 +544%
LI
2369
LRI Investments
Florida
$77.7K +$103 +1 +0.1%
NRWA
2370
North Ridge Wealth Advisors
Oregon
$76.5K – – –
GA
2371
GoalVest Advisory
New York
$76.4K -$100K -967 -58%
GWSA
2372
Global Wealth Strategies & Associates
Colorado
$75.4K -$59.7K -578 -46%
BTD
2373
BankPlus Trust Department
Mississippi
$74.1K -$41.3K -400 -37%
NRG
2374
Nemes Rush Group
Michigan
$73.7K +$6.1K +59 +10%
FIM
2375
FWL Investment Management
Texas
$71.7K -$41.7K -403 -38%
93 94
95
96 97