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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1976
Gerber LLC
Ohio
$320K – – –
FPCG
1977
Fort Pitt Capital Group
Pennsylvania
$320K +$47.3K +419 +18%
RIL
1978
Rothschild Investment LLC
Illinois
$320K – – –
CAM
1979
Clark Asset Management
New Hampshire
$320K +$309K +2,735 New
BDFN
1980
Bond & Devick Financial Network
Minnesota
$320K +$14.5K +128 +5%
SCM
1981
Seascape Capital Management
New Hampshire
$317K – – –
PCP
1982
Proficio Capital Partners
Massachusetts
$315K – – –
HAS
1983
Holland Advisory Services
Florida
$315K -$329K -2,909 -52%
BCMLT
1984
Beacon Capital Management LLC (Tennessee)
Tennessee
$314K +$21.9K +194 +8%
CWP
1985
Core Wealth Partners
California
$312K – – –
PA
1986
Parkside Advisors
California
$312K – – –
RFA
1987
Rollins Financial Advisors
New York
$311K +$60.1K +532 +25%
VAMG
1988
Voisard Asset Management Group
Michigan
$311K +$109K +967 +57%
HIF
1989
Hill Island Financial
Michigan
$310K +$57.5K +509 +24%
FFM
1990
Forum Financial Management
Illinois
$310K +$44.6K +395 +18%
TPWA
1991
Twin Peaks Wealth Advisors
California
$309K -$232K -2,050 -44%
FA
1992
Faithward Advisors
Pennsylvania
$308K +$14.7K +130 +5%
SWMP
1993
Signature Wealth Management Partners
New Jersey
$307K -$88.6K -784 -23%
SIAG
1994
Signet Investment Advisory Group
Rhode Island
$307K +$297K +2,625 New
BAMG
1995
Brand Asset Management Group
Missouri
$306K – – –
SFS
1996
Stiles Financial Services
Minnesota
$306K +$226 +2 +0.1%
DWM
1997
Denver Wealth Management
Colorado
$306K +$14.9K +132 +5%
GCIM
1998
Gunn & Company Investment Management
Florida
$306K -$9.98M -88,299 -97%
LWP
1999
LMG Wealth Partners
Louisiana
$305K +$15K +133 +5%
ATS
2000
Ashton Thomas Securities
New York
$305K +$188K +1,665 +177%
78 79
80
81 82