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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
276
Geneos Wealth Management
Colorado
$378K -$3.16M -42,584 -88%
MBT
277
Montecito Bank & Trust
California
$377K – – –
JWM
278
JGP Wealth Management
Oregon
$377K +$114K +1,530 +36%
TF
279
Tompkins Financial
New York
$371K -$20.8K -280 -5%
CWM
280
Cahaba Wealth Management
Georgia
$367K +$2.52K +34 +0.6%
OC
281
Oppenheimer & Co
New York
$365K +$412K +5,548 New
SC
282
SouthState Corp
Florida
$363K +$203K +2,732 +98%
ACI
283
Alpha Cubed Investments
California
$362K +$168K +2,264 +70%
FNBOO
284
First National Bank of Omaha
Nebraska
$353K – – –
SSB
285
Sandy Spring Bank
Maryland
$350K – – –
JIC
286
Johnson Investment Counsel
Ohio
$334K – – –
RC
287
RegentAtlantic Capital
New Jersey
$329K +$25.2K +340 +7%
SXL
288
Summit X LLC
Missouri
$327K -$247K -3,328 -40%
CIA
289
Capital Investment Advisors
Georgia
$327K +$4.9K +66 +1%
SIC
290
Shoker Investment Counsel
Ohio
$325K +$16.8K +226 +5%
MIC
291
Means Investment Company
Maine
$323K +$363K +4,894 New
IWM
292
IHT Wealth Management
Illinois
$322K +$17.5K +236 +5%
BJL
293
Brighton Jones LLC
Washington
$315K – – –
BAAM
294
Baker Avenue Asset Management
California
$313K -$14K -188 -4%
MGIA
295
Moneta Group Investment Advisors
Missouri
$312K -$9.65K -130 -3%
CB
296
Chemical Bank
Michigan
$312K – – –
CS
297
Comerica Securities
Michigan
$311K +$350K +4,714 New
CCM
298
Coldstream Capital Management
Washington
$304K +$10.5K +142 +3%
QAM
299
Questar Asset Management
Minnesota
$293K +$330K +4,444 New
RIA
300
Regal Investment Advisors
Michigan
$292K -$78.2K -1,054 -19%
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