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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1976
Sugarloaf Wealth Management
Georgia
$106K -$16.9K -169 -13%
RA
1977
Rise Advisors
New York
$103K -$8.7K -87 -8%
CCP
1978
Clarkston Capital Partners
Michigan
$102K -$110K -1,102 -51%
PSB
1979
Piscataqua Savings Bank
New Hampshire
$98.6K -$20K -200 -16%
WTA
1980
Washington Trust Advisors
Massachusetts
$95K -$10K -100 -9%
PAIM
1981
Punch & Associates Investment Management
Minnesota
$94.5K -$18.2K -182 -16%
MBFW
1982
Morton Brown Family Wealth
Pennsylvania
$94.2K +$400 +4 +0.4%
IA
1983
IFS Advisors
Kansas
$94.2K – – –
RWM
1984
Raffa Wealth Management
District of Columbia
$93.1K – – –
AP
1985
Atwood & Palmer
Missouri
$92.9K +$86.7K +867 +922%
CAM
1986
Chesapeake Asset Management
New York
$92.3K +$95.4K +954 New
AIA
1987
Armor Investment Advisors
North Carolina
$91.7K -$3.7K -37 -4%
KFP
1988
KB Financial Partners
New Jersey
$91K – – –
MIM
1989
MTM Investment Management
South Carolina
$90.3K – – –
TSW
1990
Thompson Siegel & Walmsley
Virginia
$84K – – –
GFWA
1991
Grey Fox Wealth Advisors
Delaware
$83K +$20.5K +205 +31%
CCMI
1992
Creative Capital Management Investments
California
$82.2K +$80K +800 +1,600%
SC
1993
Stephens Consulting
Michigan
$81.8K +$17.1K +171 +25%
GWSA
1994
Global Wealth Strategies & Associates
Colorado
$81.5K +$1.4K +14 +2%
APW
1995
Acima Private Wealth
Virginia
$80.3K – – –
JFG
1996
JDM Financial Group
Texas
$78.7K +$53.6K +536 +194%
CYG
1997
Clean Yield Group
Vermont
$77.4K – – –
TAIM
1998
TD Ameritrade Investment Management
Nebraska
$77K -$1.5K -15 -2%
TSA
1999
Tri-Star Advisors
Texas
$76.1K -$1.95M -19,505 -96%
DI
2000
Disciplined Investments
Oklahoma
$75.9K +$47.8K +478 +156%
78 79
80
81 82