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iShares Core S&P Small-Cap ETF
IJR

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
2001
NWK Group
California
$26K – – –
IRC
2002
Investors Research Corp
Georgia
$26K +$4.33K +38 +20%
AP
2003
Atwood & Palmer
Missouri
$25K – – –
BBPWM
2004
Blue Bell Private Wealth Management
Pennsylvania
$25K +$25K +219 New
ACA
2005
Atlas Capital Advisors
Wyoming
$24.2K -$21.1K -185 -47%
BAM
2006
Byrne Asset Management
New Jersey
$22K +$21.9K +192 New
LS
2007
Leelyn Smith
Illinois
$21K +$1.37K +12 +7%
KFO
2008
Kopp Family Office
Minnesota
$19K -$4.33K -38 -18%
VNA
2009
Valley National Advisers
Pennsylvania
$18K – – –
PP
2010
Pacifica Partners
Canada
$17K – – –
AIC
2011
Archer Investment Corporation
Indiana
$16K – – –
FCT
2012
Family Capital Trust
Massachusetts
$15K +$1.71K +15 +13%
KC
2013
Knuff & Co
California
$14K – – –
FWM
2014
Focused Wealth Management
New York
$14K +$2.62K +23 +23%
MTWM
2015
Masso Torrence Wealth Management
New Jersey
$14K +$14.1K +124 New
CMBA
2016
C.M. Bidwell & Associates
Hawaii
$13K – – –
TCM
2017
Tanaka Capital Management
New York
$13K – – –
MSFP
2018
Mark Sheptoff Financial Planning
Connecticut
$12K +$12.4K +109 New
IIL
2019
Insight Inv LLC
California
$11K +$10.5K +92 New
WFS
2020
Widmann Financial Services
Maryland
$11K +$11.3K +99 New
SCA
2021
Stonebridge Capital Advisors
Minnesota
$10K -$66.8K -586 -87%
FPFS
2022
First Personal Financial Services
North Carolina
$10K – – –
SIS
2023
Sound Income Strategies
Florida
$10K +$114 +1 +1%
BHWM
2024
Beaird Harris Wealth Management
Texas
$10K +$9.46K +83 New
PP
2025
PFS Partners
New Jersey
$9.89K +$9.8K +86 New
79 80
81
82 83