IJR icon

iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1976
LMG Wealth Partners
Louisiana
$264K +$25.8K +241 +11%
HAIM
1977
Hunter Associates Investment Management
Pennsylvania
$262K -$192K -1,797 -42%
DLCIG
1978
D.L. Carlson Investment Group
New Hampshire
$261K -$2.67K -25 -1%
TB
1979
Terril Brothers
Missouri
$261K – – –
FA
1980
FF Advisors
California
$260K +$39.6K +370 +18%
NHC
1981
Nicholas Hoffman & Company
Georgia
$260K – – –
AWP
1982
Ascent Wealth Partners
New York
$260K +$33.7K +315 +15%
PAWA
1983
Palo Alto Wealth Advisors
California
$259K -$87.1K -814 -25%
NG
1984
Norden Group
Utah
$259K +$32.5K +304 +14%
LCWP
1985
Legacy Capital Wealth Partners
Arkansas
$258K +$258K +2,415 New
CK
1986
Cohen Klingenstein
New York
$256K – – –
SPW
1987
Sonoma Private Wealth
California
$255K – – –
SWM
1988
SFG Wealth Management
Maryland
$255K -$9.84K -92 -4%
WB
1989
West Bancorporation
Iowa
$254K -$47.3K -442 -16%
SWIG
1990
Strategic Wealth Investment Group
Kentucky
$252K +$255K +2,385 New
PBF
1991
Petix & Botte Financial
California
$252K -$9.23M -86,275 -97%
SCM
1992
Schnieders Capital Management
California
$252K – – –
CSB
1993
City State Bank
Iowa
$252K – – –
IFWM
1994
Institute for Wealth Management
Colorado
$251K +$38.5K +360 +18%
IAG
1995
Investmark Advisory Group
Connecticut
$251K +$856 +8 +0.3%
AAM
1996
Augustine Asset Management
Florida
$250K +$44.1K +412 +21%
FFWA
1997
Forthright Family Wealth Advisory
Texas
$250K – – –
AWM
1998
Aberdeen Wealth Management
Illinois
$249K – – –
4WM
1999
4J Wealth Management
Virginia
$249K -$4.92K -46 -2%
AA
2000
Addison Advisors
Vermont
$248K +$82.8K +774 +50%
78 79
80
81 82