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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1976
Bison Wealth
Georgia
$41K -$1.13M -9,910 -96%
LWA
1977
Lowe Wealth Advisors
Maryland
$41K – – –
EWM
1978
Elmwood Wealth Management
California
$39K +$39K +342 New
CFCI
1979
Comprehensive Financial Consultants Institutional
Indiana
$39K +$42.4K +372 New
TCM
1980
Tradewinds Capital Management
Washington
$38K – – –
FCMT
1981
Founders Capital Management (Texas)
Texas
$38K +$114 +1 +0.3%
AW
1982
Alaethes Wealth
Nevada
$35K – – –
CBT
1983
CoreFirst Bank & Trust
Kansas
$34K – – –
LJHT
1984
Laurie J. Hall Trustee
$34K – – –
RTC
1985
Riverview Trust Company
Washington
$34K – – –
AWM
1986
Aspire Wealth Management
Massachusetts
$34K +$33.4K +293 New
BCPWM
1987
Bradley & Co Private Wealth Management
Florida
$33K – – –
PIP
1988
Peachtree Investment Partners
Florida
$32K +$3.42K +30 +12%
LCOV
1989
London Company of Virginia
Virginia
$32K +$32.3K +283 New
KA
1990
Kozak & Associates
Colorado
$32K +$34.3K +301 New
AWM
1991
Accel Wealth Management
Iowa
$30K – – –
HCP
1992
Hexagon Capital Partners
Arkansas
$30K – – –
SPA
1993
Shore Point Advisors
New Jersey
$30K +$29.7K +261 New
GWM
1994
Grand Wealth Management
Michigan
$30K +$30K +263 New
KIG
1995
Kessler Investment Group
Indiana
$29K -$114K -998 -80%
PFSC
1996
Peoples Financial Services Corp
Pennsylvania
$29K – – –
MAM
1997
Mystic Asset Management
Rhode Island
$29K +$29.2K +256 New
IAS
1998
IMA Advisory Services
Colorado
$28K -$1.14K -10 -4%
TFA
1999
Toth Financial Advisory
Virginia
$27K -$7.64K -67 -22%
AWM
2000
Atticus Wealth Management
Florida
$27K – – –