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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2001
Blue Bell Private Wealth Management
Pennsylvania
$25K +$25K +219 New
ACA
2002
Atlas Capital Advisors
Wyoming
$24.2K -$21.1K -185 -47%
BAM
2003
Byrne Asset Management
New Jersey
$22K +$21.9K +192 New
LS
2004
Leelyn Smith
Illinois
$21K +$1.37K +12 +7%
KFO
2005
Kopp Family Office
Minnesota
$19K -$4.33K -38 -18%
VNA
2006
Valley National Advisers
Pennsylvania
$18K – – –
PP
2007
Pacifica Partners
Canada
$17K – – –
AIC
2008
Archer Investment Corporation
Indiana
$16K – – –
FCT
2009
Family Capital Trust
Massachusetts
$15K +$1.71K +15 +13%
KC
2010
Knuff & Co
California
$14K – – –
FWM
2011
Focused Wealth Management
New York
$14K +$2.62K +23 +23%
MTWM
2012
Masso Torrence Wealth Management
New Jersey
$14K +$14.1K +124 New
CMBA
2013
C.M. Bidwell & Associates
Hawaii
$13K – – –
TCM
2014
Tanaka Capital Management
New York
$13K – – –
MSFP
2015
Mark Sheptoff Financial Planning
Connecticut
$12K +$12.4K +109 New
IIL
2016
Insight Inv LLC
California
$11K +$10.5K +92 New
WFS
2017
Widmann Financial Services
Maryland
$11K +$11.3K +99 New
SCA
2018
Stonebridge Capital Advisors
Minnesota
$10K -$66.8K -586 -87%
FPFS
2019
First Personal Financial Services
North Carolina
$10K – – –
SIS
2020
Sound Income Strategies
Florida
$10K +$114 +1 +1%
BHWM
2021
Beaird Harris Wealth Management
Texas
$10K +$9.46K +83 New
PP
2022
PFS Partners
New Jersey
$9.89K +$9.8K +86 New
PK
2023
Pflug Koory
Nebraska
$9K – – –
RI
2024
Rinkey Investments
California
$8K +$8.21K +72 New
ARIS
2025
Advanced Research Investment Solutions
California
$8K +$8.55K +75 New
79 80
81
82 83