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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2376
Carret Asset Management
New York
$240K +$3.3K +26 +1%
VCM
2377
Versant Capital Management
Arizona
$240K – – –
FWP
2378
Falcon Wealth Planning
California
$240K -$1.78K -14 -0.7%
BWP
2379
Bernardo Wealth Planning
Pennsylvania
$240K – – –
PP
2380
PDS Planning
Ohio
$239K +$2.29K +18 +0.9%
ZIG
2381
Zullo Investment Group
Pennsylvania
$239K -$3.05K -24 -1%
LFA
2382
Legacy Financial Advisors
Kentucky
$239K -$46.6K -367 -16%
WW
2383
Waterfront Wealth
Kansas
$239K -$1.91K -15 -0.8%
VWA
2384
Valued Wealth Advisors
Utah
$239K – – –
DBFM
2385
Dickmeyer Boyce Financial Management
Indiana
$238K +$243K +1,915 New
AWM
2386
Alterna Wealth Management
Texas
$237K +$243K +1,909 New
VPA
2387
Vernal Point Advisors
California
$237K -$147K -1,160 -38%
SPW
2388
Signet Private Wealth
Illinois
$237K +$242K +1,903 New
KWM
2389
Koa Wealth Management
California
$236K -$10.9K -86 -4%
MO
2390
McMillan Office
Michigan
$236K – – –
IBOK
2391
Independence Bank of Kentucky
Kentucky
$236K -$889 -7 -0.4%
GFPC
2392
Global Financial Private Client
Florida
$236K +$241K +1,896 New
SW
2393
Solidarity Wealth
Utah
$235K -$10.2K -80 -4%
IPW
2394
Impact Partnership Wealth
Georgia
$235K +$240K +1,890 New
LCG
2395
Lakeshore Capital Group
Illinois
$235K – – –
SFO
2396
Stenger Family Office
Illinois
$235K +$240K +1,889 New
MWM
2397
MY Wealth Management
Maryland
$235K +$10.8K +85 +4%
APWA
2398
Atlas Private Wealth Advisors
New Jersey
$235K +$381 +3 +0.2%
CAM
2399
Capital Asset Management
Colorado
$235K -$2.16K -17 -0.9%
VDC
2400
Van Diest Capital
Iowa
$234K -$14.5K -114 -6%
94 95
96
97 98