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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
276
Montecito Bank & Trust
California
$425K – – –
MGIA
277
Moneta Group Investment Advisors
Missouri
$419K +$19K +256 +5%
MIC
278
Means Investment Company
Maine
$418K -$10.1K -136 -2%
CWM
279
Cahaba Wealth Management
Georgia
$416K +$1.19K +16 +0.3%
EWA
280
ERTS Wealth Advisors
Michigan
$416K +$30.3K +408 +8%
SC
281
SouthState Corp
Florida
$409K – – –
LNC
282
Lincoln National Corp
Pennsylvania
$406K +$406K +5,468 New
BA
283
Bristlecone Advisors
Washington
$401K +$401K +5,400 New
DY
284
Dowling & Yahnke
California
$400K +$148 +2 +0%
EWM
285
Endurance Wealth Management
Rhode Island
$396K +$38.7K +522 +11%
WWM
286
Windsor Wealth Management
Indiana
$395K +$67.4K +908 +21%
JIC
287
Johnson Investment Counsel
Ohio
$387K +$10.1K +136 +3%
VWM
288
Valley Wealth Managers
New Jersey
$382K +$382K +5,146 New
RC
289
RegentAtlantic Capital
New Jersey
$371K – – –
TIM
290
Thompson Investment Management
Wisconsin
$367K +$14.2K +192 +4%
SSB
291
Sandy Spring Bank
Maryland
$361K -$4.45K -60 -1%
RFWA
292
RPg Family Wealth Advisory
Massachusetts
$359K -$20.8K -280 -5%
BJL
293
Brighton Jones LLC
Washington
$358K – – –
RA
294
RFG Advisory
Alabama
$358K +$357K +4,806 New
VCM
295
Vivaldi Capital Management
Illinois
$354K -$706K -9,512 -67%
SIC
296
Shoker Investment Counsel
Ohio
$353K -$10.1K -136 -3%
CB
297
Chemical Bank
Michigan
$352K – – –
BAAM
298
Baker Avenue Asset Management
California
$349K -$3.41K -46 -1%
GWM
299
Geneos Wealth Management
Colorado
$347K -$4.01K -54 -1%
CIA
300
Capital Investment Advisors
Georgia
$333K -$30.6K -412 -8%
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