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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1976
Wiser Advisor Group
Arizona
$368K -$10.5K -93 -3%
HCC
1977
Hirtle Callaghan & Co
Pennsylvania
$368K +$14.4K +128 +4%
PMG
1978
Private Management Group
California
$366K +$3.84K +34 +1%
NA
1979
Nautilus Advisors
California
$365K – – –
RLWM
1980
RF&L Wealth Management
Massachusetts
$364K – – –
HWM
1981
Howard Wealth Management
Connecticut
$364K -$7.45K -66 -2%
HFM
1982
Hartford Financial Management
Connecticut
$364K -$6.21K -55 -2%
WAG
1983
Winthrop Advisory Group
Massachusetts
$364K +$5.53K +49 +1%
AAP
1984
Arax Advisory Partners
Colorado
$363K +$27.4K +243 +8%
TSMHT
1985
Thurston Springer Miller Herd & Titak
Indiana
$363K -$15.2K -135 -4%
CA
1986
CGN Advisors
Kansas
$362K +$9.25K +82 +2%
I
1987
INVST
Indiana
$361K +$35.8K +317 +10%
MWP
1988
MYCIO Wealth Partners
Pennsylvania
$361K +$1.13K +10 +0.3%
SWP
1989
SIMA Wealth Partners
Virginia
$360K -$44.8K -397 -10%
DE
1990
Diversified Enterprises
Delaware
$360K +$95.5K +846 +33%
CWS
1991
Cypress Wealth Services
California
$359K -$199K -1,764 -34%
CP
1992
Clarendon Private
Massachusetts
$359K +$1.24K +11 +0.3%
PFA
1993
Petra Financial Advisors
Colorado
$358K -$7.9K -70 -2%
ACI
1994
Alpha Cubed Investments
California
$358K -$33.2K -294 -8%
GFG
1995
Greystone Financial Group
Michigan
$358K -$331K -2,937 -46%
B
1996
Bensler
Washington
$358K -$88.9K -788 -19%
WF
1997
WoodTrust Financial
Wisconsin
$357K -$104K -920 -21%
SAM
1998
Strive Asset Management
Ohio
$357K -$172K -1,521 -31%
NFG
1999
Nadler Financial Group
Illinois
$356K – – –
HBFP
2000
Henderson Brothers Financial Partners
Pennsylvania
$356K +$334K +2,963 New
78 79
80
81 82