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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
1976
Comprehensive Financial Consultants Institutional
Indiana
$39K +$42.4K +372 New
TCM
1977
Tradewinds Capital Management
Washington
$38K – – –
FCMT
1978
Founders Capital Management (Texas)
Texas
$38K +$114 +1 +0.3%
AW
1979
Alaethes Wealth
Nevada
$35K – – –
CBT
1980
CoreFirst Bank & Trust
Kansas
$34K – – –
LJHT
1981
Laurie J. Hall Trustee
$34K – – –
RTC
1982
Riverview Trust Company
Washington
$34K – – –
AWM
1983
Aspire Wealth Management
Massachusetts
$34K +$33.4K +293 New
BCPWM
1984
Bradley & Co Private Wealth Management
Florida
$33K – – –
PIP
1985
Peachtree Investment Partners
Florida
$32K +$3.42K +30 +12%
LCOV
1986
London Company of Virginia
Virginia
$32K +$32.3K +283 New
KA
1987
Kozak & Associates
Colorado
$32K +$34.3K +301 New
AWM
1988
Accel Wealth Management
Iowa
$30K – – –
HCP
1989
Hexagon Capital Partners
Arkansas
$30K – – –
SPA
1990
Shore Point Advisors
New Jersey
$30K +$29.7K +261 New
GWM
1991
Grand Wealth Management
Michigan
$30K +$30K +263 New
KIG
1992
Kessler Investment Group
Indiana
$29K -$114K -998 -80%
PFSC
1993
Peoples Financial Services Corp
Pennsylvania
$29K – – –
MAM
1994
Mystic Asset Management
Rhode Island
$29K +$29.2K +256 New
IAS
1995
IMA Advisory Services
Colorado
$28K -$1.14K -10 -4%
TFA
1996
Toth Financial Advisory
Virginia
$27K -$7.64K -67 -22%
AWM
1997
Atticus Wealth Management
Florida
$27K – – –
NG
1998
NWK Group
California
$26K – – –
IRC
1999
Investors Research Corp
Georgia
$26K +$4.33K +38 +20%
AP
2000
Atwood & Palmer
Missouri
$25K – – –
78 79
80
81 82