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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1976
Foundry Financial Group
New Hampshire
$368K -$5.87K -51 -2%
HIS
1977
Horizon Investment Services
Indiana
$368K – – –
SWM
1978
Segment Wealth Management
Texas
$367K -$19K -165 -5%
AGP
1979
Aspire Growth Partners
Florida
$366K +$1.38K +12 +0.4%
TW
1980
Towerpoint Wealth
California
$366K +$17.4K +151 +5%
DS
1981
DRW Securities
Illinois
$366K – – –
TMWM
1982
Taylor & Morgan Wealth Management
Michigan
$366K +$117K +1,016 +49%
EHC
1983
Everett Harris & Co
California
$364K +$7.71K +67 +2%
VPA
1984
Vernal Point Advisors
California
$364K +$353K +3,066 New
CWA
1985
Clarity Wealth Advisors
California
$364K -$3.22K -28 -0.9%
RIA
1986
Realta Investment Advisors
Delaware
$363K +$208K +1,807 +144%
AFAS
1987
Acorn Financial Advisory Services
Virginia
$361K +$21.2K +184 +6%
HCMT
1988
Highland Capital Management (Tennessee)
Tennessee
$361K -$25.4K -221 -7%
SGI
1989
Summit Global Investments
Utah
$361K +$84.8K +737 +32%
PWM
1990
Penobscot Wealth Management
Maine
$361K -$41.1K -357 -11%
ORC
1991
O'Rourke & Company
Massachusetts
$361K +$19.1K +166 +6%
OWA
1992
Octavia Wealth Advisors
Ohio
$360K -$12.3K -107 -3%
CNBT
1993
Canandaigua National Bank & Trust
New York
$358K – – –
CCA
1994
Clarity Capital Advisors
Florida
$356K +$1.26K +11 +0.4%
CWM
1995
Collaborative Wealth Management
Florida
$356K -$82.3K -716 -19%
PWS
1996
Peloton Wealth Strategists
Indiana
$355K +$9.78K +85 +3%
SA
1997
Sovran Advisors
California
$354K -$61.8K -537 -15%
BL
1998
BFSG LLC
California
$354K – – –
NG
1999
Norden Group
Utah
$354K +$6.21K +54 +2%
SEM
2000
Strategic Equity Management
Arizona
$353K -$33.4K -290 -9%
78 79
80
81 82