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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
251
City Holding Co
West Virginia
$509K – – –
HNB
252
Huntington National Bank
Ohio
$509K – – –
NWM
253
Northwest Wealth Management
Iowa
$503K -$453K -7,208 -47%
HA
254
Harborview Advisors
Maine
$500K -$57.3K -912 -10%
CAL
255
Capital Analysts LLC
Pennsylvania
$494K +$16.1K +256 +3%
NP
256
NorthRock Partners
Minnesota
$487K +$534K +8,488 +114%
CFGS
257
Concourse Financial Group Securities
Alabama
$486K -$12.7K -202 -2%
AFA
258
American Financial Advisors
Georgia
$479K +$1.64K +26 +0.3%
SC
259
Schoolcraft Capital
Colorado
$471K +$2.64K +42 +0.5%
MGIA
260
Moneta Group Investment Advisors
Missouri
$462K +$475K +7,552 +100%
TF
261
Tompkins Financial
New York
$461K -$1.38K -22 -0.3%
RJT
262
Raymond James Trust
Florida
$446K +$41.5K +660 +10%
SWP
263
Summit Wealth Partners
Florida
$444K -$88K -1,400 -16%
AFC
264
AFT Forsyth & Company
Florida
$436K +$126 +2 +0%
WAM
265
Wealthspire Advisors (Maryland)
Maryland
$429K -$163K -2,588 -27%
EWA
266
EP Wealth Advisors
California
$418K -$60.7K -966 -12%
CB
267
Commerce Bank
Missouri
$406K -$137K -2,176 -25%
TFS
268
TrustCore Financial Services
Tennessee
$405K +$94.3K +1,500 +29%
DADC
269
D.A. Davidson & Co
Montana
$400K – – –
PAMG
270
Patton Albertson Miller Group
Tennessee
$391K +$126 +2 +0%
GG
271
Gofen & Glossberg
Illinois
$386K -$3.14K -50 -0.8%
CFFP
272
Center for Financial Planning
Michigan
$386K – – –
FI
273
FormulaFolio Investments
Michigan
$382K +$392K +6,240 New
MWM
274
Mission Wealth Management
California
$377K – – –
DY
275
Dowling & Yahnke
California
$372K +$112K +1,782 +42%
9 10
11
12 13