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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1976
Concord Wealth Partners
Virginia
$356K -$6.2K -60 -2%
CAMV
1977
Concord Asset Management (Virginia)
Virginia
$356K +$337K +3,261 New
SWM
1978
Segment Wealth Management
Texas
$356K – – –
SRC
1979
Sage Rhino Capital
California
$355K -$103K -1,000 -24%
FCIM
1980
Fairview Capital Investment Management
California
$355K -$1.03K -10 -0.3%
OC
1981
Oarsman Capital
Wisconsin
$354K – – –
PFA
1982
Portland Financial Advisors
New York
$353K -$7.24K -70 -2%
TFM
1983
Trademark Financial Management
Minnesota
$352K +$1.45K +14 +0.4%
NEPWA
1984
New England Private Wealth Advisors
Massachusetts
$352K +$125K +1,211 +62%
FA
1985
Fermata Advisors
California
$350K -$182K -1,757 -35%
TPI
1986
Trust Point Inc
Wisconsin
$349K -$255K -2,463 -44%
WF
1987
WoodTrust Financial
Wisconsin
$349K -$23.1K -223 -7%
BST
1988
Bath Savings Trust
Maine
$349K – – –
HFA
1989
High Falls Advisors
New York
$349K -$17.1K -165 -5%
PWP
1990
Prasad Wealth Partners
Ohio
$348K +$1.14K +11 +0.3%
HT
1991
Heritage Trust
Oklahoma
$346K – – –
AWA
1992
Arbor Wealth Advisors
Michigan
$346K – – –
VWM
1993
Vermillion Wealth Management
Minnesota
$345K -$25K -242 -7%
LG
1994
Leuthold Group
Minnesota
$345K +$327K +3,160 New
NCM
1995
Northside Capital Management
Oregon
$345K – – –
CWM
1996
Castle Wealth Management
Florida
$345K +$103 +1 +0%
APA
1997
Astoria Portfolio Advisors
New York
$345K -$286K -2,763 -47%
FFG
1998
Foundry Financial Group
New Hampshire
$344K -$25.8K -250 -7%
CFO
1999
Collective Family Office
Pennsylvania
$344K – – –
VA
2000
Vident Advisory
Georgia
$343K -$310 -3 -0.1%
78 79
80
81 82