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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
1976
D.L. Carlson Investment Group
New Hampshire
$261K -$2.67K -25 -1%
TB
1977
Terril Brothers
Missouri
$261K – – –
FA
1978
FF Advisors
California
$260K +$39.6K +370 +18%
NHC
1979
Nicholas Hoffman & Company
Georgia
$260K – – –
AWP
1980
Ascent Wealth Partners
New York
$260K +$33.7K +315 +15%
PAWA
1981
Palo Alto Wealth Advisors
California
$259K -$87.1K -814 -25%
NG
1982
Norden Group
Utah
$259K +$32.5K +304 +14%
LCWP
1983
Legacy Capital Wealth Partners
Arkansas
$258K +$258K +2,415 New
CK
1984
Cohen Klingenstein
New York
$256K – – –
SPW
1985
Sonoma Private Wealth
California
$255K – – –
SWM
1986
SFG Wealth Management
Maryland
$255K -$9.84K -92 -4%
WB
1987
West Bancorporation
Iowa
$254K -$47.3K -442 -16%
SWIG
1988
Strategic Wealth Investment Group
Kentucky
$252K +$255K +2,385 New
PBF
1989
Petix & Botte Financial
California
$252K -$9.23M -86,275 -97%
SCM
1990
Schnieders Capital Management
California
$252K – – –
CSB
1991
City State Bank
Iowa
$252K – – –
IFWM
1992
Institute for Wealth Management
Colorado
$251K +$38.5K +360 +18%
IAG
1993
Investmark Advisory Group
Connecticut
$251K +$856 +8 +0.3%
AAM
1994
Augustine Asset Management
Florida
$250K +$44.1K +412 +21%
FFWA
1995
Forthright Family Wealth Advisory
Texas
$250K – – –
AWM
1996
Aberdeen Wealth Management
Illinois
$249K – – –
4WM
1997
4J Wealth Management
Virginia
$249K -$4.92K -46 -2%
AA
1998
Addison Advisors
Vermont
$248K +$82.8K +774 +50%
GFA
1999
Gallagher Fiduciary Advisors
Illinois
$248K -$38.4K -359 -13%
GI
2000
GLOBALT Investments
Georgia
$248K – – –
78 79
80
81 82