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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1976
KB Financial Partners
New Jersey
$97K – – –
MBFW
1977
Morton Brown Family Wealth
Pennsylvania
$96K -$1.05K -11 -1%
RWM
1978
Raffa Wealth Management
District of Columbia
$96K – – –
AP
1979
Atwood & Palmer
Missouri
$95.8K – – –
CAM
1980
Chesapeake Asset Management
New York
$95.1K – – –
AIA
1981
Armor Investment Advisors
North Carolina
$93.8K -$667 -7 -0.7%
MIM
1982
MTM Investment Management
South Carolina
$93.1K – – –
BCM
1983
Bourgeon Capital Management
Connecticut
$88.8K +$49.2K +517 +138%
CCMI
1984
Creative Capital Management Investments
California
$84.7K – – –
GWSA
1985
Global Wealth Strategies & Associates
Colorado
$84K – – –
APW
1986
Acima Private Wealth
Virginia
$82.7K – – –
JFG
1987
JDM Financial Group
Texas
$81.2K +$95 +1 +0.1%
CYG
1988
Clean Yield Group
Vermont
$79.7K – – –
SFCL
1989
Strengthening Families & Communities LLC
Massachusetts
$78K +$74.7K +784 New
FCMT
1990
Founders Capital Management (Texas)
Texas
$77.3K +$95 +1 +0.1%
DCM
1991
Disciplina Capital Management
Tennessee
$77.1K – – –
TAIM
1992
TD Ameritrade Investment Management
Nebraska
$76K -$4K -42 -5%
SHIM
1993
Stone House Investment Management
Pennsylvania
$74K +$1.14K +12 +2%
BCV
1994
Banque Cantonale Vaudoise
Switzerland
$74K – – –
OSNBOA
1995
Old Second National Bank of Aurora
Illinois
$73.1K – – –
AIM
1996
Anchor Investment Management
South Carolina
$72.8K – – –
QC
1997
Quent Capital
New York
$69.1K – – –
HCP
1998
Hexagon Capital Partners
Arkansas
$67.9K – – –
SC
1999
Stephens Consulting
Michigan
$65.4K -$18.1K -190 -22%
DI
2000
Disciplined Investments
Oklahoma
$64K -$13.6K -143 -18%
78 79
80
81 82