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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
226
FAS Wealth Partners
Kansas
$1.03M -$89K -1,225 -9%
CC
227
Courier Capital
New York
$1.02M -$892K -12,277 -49%
EDRIA
228
Edmonds Duncan Registered Investment Advisors
Kansas
$1M +$39.4K +542 +5%
FAIM
229
Financial Advocates Investment Management
Washington
$995K -$363 -5 -0%
CW
230
CreativeOne Wealth
Kansas
$982K -$1.63M -22,372 -65%
PWM
231
PRW Wealth Management
Massachusetts
$976K +$872K +12,000 New
CFA
232
Cahill Financial Advisors
Minnesota
$973K -$111K -1,528 -11%
NFP
233
Novak Financial Planning
Maryland
$973K +$870K +11,971 New
PIMG
234
Patriot Investment Management Group
Tennessee
$965K -$134K -1,848 -13%
BFA
235
Bragg Financial Advisors
North Carolina
$965K -$43.6K -600 -5%
PWAP
236
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$962K +$860K +11,830 New
CWM
237
Concentric Wealth Management
California
$961K +$8.07K +111 +0.9%
CSA
238
Cottage Street Advisors
Massachusetts
$956K +$578K +7,950 +209%
BSB
239
Bangor Savings Bank
Maine
$955K -$5.23K -72 -0.6%
SFG
240
SNS Financial Group
Minnesota
$927K -$6.69K -92 -0.8%
BWA
241
Beam Wealth Advisors
Louisiana
$916K +$818K +11,261 New
LWP
242
Lumature Wealth Partners
Georgia
$911K +$814K +11,206 New
SWP
243
Stratos Wealth Partners
Ohio
$909K -$12.4K -171 -2%
WCWM
244
Willow Creek Wealth Management
California
$908K – – –
IA
245
IFP Advisors
Florida
$907K +$7.78K +107 +1%
TFA
246
Tobias Financial Advisors
Florida
$904K -$11.3K -156 -1%
PA
247
Planning Alternatives
Michigan
$896K -$3.63K -50 -0.5%
SIA
248
Soltis Investment Advisors
Utah
$869K -$18.7K -257 -2%
PWP
249
Personal Wealth Partners
Minnesota
$862K -$77.6K -1,068 -9%
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
$860K -$39.4K -542 -5%
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