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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1976
Frank Rimerman Advisors
California
$357K +$103 +1 +0%
SEM
1977
Strategic Equity Management
Arizona
$356K +$18.8K +182 +6%
HCMT
1978
Highland Capital Management (Tennessee)
Tennessee
$356K – – –
CWP
1979
Concord Wealth Partners
Virginia
$356K -$6.2K -60 -2%
CAMV
1980
Concord Asset Management (Virginia)
Virginia
$356K +$337K +3,261 New
SWM
1981
Segment Wealth Management
Texas
$356K – – –
SRC
1982
Sage Rhino Capital
California
$355K -$103K -1,000 -24%
FCIM
1983
Fairview Capital Investment Management
California
$355K -$1.03K -10 -0.3%
OC
1984
Oarsman Capital
Wisconsin
$354K – – –
PFA
1985
Portland Financial Advisors
New York
$353K -$7.24K -70 -2%
TFM
1986
Trademark Financial Management
Minnesota
$352K +$1.45K +14 +0.4%
NEPWA
1987
New England Private Wealth Advisors
Massachusetts
$352K +$125K +1,211 +62%
FA
1988
Fermata Advisors
California
$350K -$182K -1,757 -35%
TPI
1989
Trust Point Inc
Wisconsin
$349K -$255K -2,463 -44%
WF
1990
WoodTrust Financial
Wisconsin
$349K -$23.1K -223 -7%
BST
1991
Bath Savings Trust
Maine
$349K – – –
HFA
1992
High Falls Advisors
New York
$349K -$17.1K -165 -5%
PWP
1993
Prasad Wealth Partners
Ohio
$348K +$1.14K +11 +0.3%
HT
1994
Heritage Trust
Oklahoma
$346K – – –
AWA
1995
Arbor Wealth Advisors
Michigan
$346K – – –
VWM
1996
Vermillion Wealth Management
Minnesota
$345K -$25K -242 -7%
LG
1997
Leuthold Group
Minnesota
$345K +$327K +3,160 New
NCM
1998
Northside Capital Management
Oregon
$345K – – –
CWM
1999
Castle Wealth Management
Florida
$345K +$103 +1 +0%
APA
2000
Astoria Portfolio Advisors
New York
$345K -$286K -2,763 -47%
78 79
80
81 82