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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
2001
Kozak & Associates
Colorado
$32K
LJHT
2002
Laurie J. Hall Trustee
$32K
RTC
2003
Riverview Trust Company
Washington
$32K
BCPWM
2004
Bradley & Co Private Wealth Management
Florida
$31K
Kayne Anderson Rudnick Investment Management
2005
Kayne Anderson Rudnick Investment Management
California
$30K -$33.5K -310 -53%
HCP
2006
Hexagon Capital Partners
Arkansas
$30K +$1.83K +17 +6%
GWM
2007
Grand Wealth Management
Michigan
$28K
PFSC
2008
Peoples Financial Services Corp
Pennsylvania
$27K
TAM
2009
Tucker Asset Management
Colorado
$26K +$21.6K +200 +488%
TFA
2010
Toth Financial Advisory
Virginia
$25K
AP
2011
Atwood & Palmer
Missouri
$24K
IRC
2012
Investors Research Corp
Georgia
$24K
NG
2013
NWK Group
California
$24K
IAS
2014
IMA Advisory Services
Colorado
$23K -$2.7K -25 -10%
ACA
2015
Atlas Capital Advisors
Wyoming
$22.8K
BAM
2016
Byrne Asset Management
New Jersey
$21K
DMKJ
2017
David M. Knott Jr
$21K +$21.3K +197 New
RMC
2018
Resources Management Corp
Connecticut
$19K -$32.4K -300 -63%
LS
2019
Leelyn Smith
Illinois
$19K -$1.29K -12 -6%
KFO
2020
Kopp Family Office
Minnesota
$18K
PP
2021
Pacifica Partners
Canada
$16K
GWA
2022
Gibson Wealth Advisors
Texas
$16K +$16K +148 New
CP
2023
Castleview Partners
Texas
$16K +$16.6K +154 New
FCT
2024
Family Capital Trust
Massachusetts
$14K
AIC
2025
Archer Investment Corporation
Indiana
$12.9K -$1.62K -15 -11%