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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1976
Disciplina Capital Management
Tennessee
$94.7K +$23K +230 +30%
KFP
1977
KB Financial Partners
New Jersey
$92K – – –
RWM
1978
Raffa Wealth Management
District of Columbia
$90.8K – – –
AP
1979
Atwood & Palmer
Missouri
$90.7K – – –
CAM
1980
Chesapeake Asset Management
New York
$90K – – –
AIA
1981
Armor Investment Advisors
North Carolina
$87.3K -$1.6K -16 -2%
MBFW
1982
Morton Brown Family Wealth
Pennsylvania
$85.2K -$5.99K -60 -6%
MIM
1983
MTM Investment Management
South Carolina
$83.9K -$4.5K -45 -5%
WTA
1984
Washington Trust Advisors
Massachusetts
$81.7K -$20K -200 -19%
KFS
1985
Kelly Financial Services
Massachusetts
$80.9K +$36.7K +367 +75%
CCMI
1986
Creative Capital Management Investments
California
$80.2K – – –
GWSA
1987
Global Wealth Strategies & Associates
Colorado
$79.5K – – –
JFG
1988
JDM Financial Group
Texas
$76.8K – – –
PP
1989
Pacifica Partners
Canada
$76.4K +$49K +490 +142%
CYG
1990
Clean Yield Group
Vermont
$75.2K – – –
SFCL
1991
Strengthening Families & Communities LLC
Massachusetts
$74K – – –
BCV
1992
Banque Cantonale Vaudoise
Switzerland
$70K – – –
AIM
1993
Anchor Investment Management
South Carolina
$69.4K +$499 +5 +0.7%
OSNBOA
1994
Old Second National Bank of Aurora
Illinois
$69.2K – – –
HCP
1995
Hexagon Capital Partners
Arkansas
$66.3K +$2.2K +22 +3%
QC
1996
Quent Capital
New York
$65.4K – – –
RCM
1997
Raleigh Capital Management
North Carolina
$61.1K +$1.3K +13 +2%
PSB
1998
Piscataqua Savings Bank
New Hampshire
$59.9K – – –
SC
1999
Stephens Consulting
Michigan
$58.3K -$3.8K -38 -6%
PAIM
2000
Punch & Associates Investment Management
Minnesota
$57.3K -$47.9K -479 -44%
78 79
80
81 82