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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
276
American Financial Advisors
Georgia
$1.01M -$7.59K -82 -0.7%
SWM
277
Spire Wealth Management
Virginia
$1.01M -$627K -6,774 -36%
D
278
Dentgroup
Louisiana
$1M -$188K -2,030 -15%
SWM
279
Scissortail Wealth Management
Oklahoma
$988K +$997K +10,776 New
BWM
280
Baystate Wealth Management
Massachusetts
$977K +$434K +4,695 +66%
FTS
281
Fifth Third Securities
Ohio
$969K -$34.5K -373 -3%
GA
282
GFS Advisors
Texas
$953K – – –
CG
283
Colony Group
Massachusetts
$948K -$127K -1,373 -11%
CWM
284
Concentric Wealth Management
California
$923K +$3.24K +35 +0.3%
MA
285
MCF Advisors
Kentucky
$917K – – –
BSB
286
Bangor Savings Bank
Maine
$910K – – –
GVAG
287
Great Valley Advisor Group
Delaware
$905K +$463 +5 +0%
SEIA
288
Signature Estate & Investment Advisors
California
$903K -$44K -476 -4%
CSPIA
289
Cary Street Partners Investment Advisory
Virginia
$897K -$4.9K -53 -0.5%
PA
290
Planning Alternatives
Michigan
$895K – – –
SFC
291
SYM Financial Corp
Indiana
$893K +$269K +2,905 +37%
V
292
Veritable
Delaware
$891K +$381K +4,118 +62%
BBPWM
293
Blue Bell Private Wealth Management
Pennsylvania
$886K +$108K +1,166 +12%
FPCG
294
Forum Private Client Group
Indiana
$883K +$20.4K +220 +2%
MIAN
295
Mariner Independent Advisor Network
Kansas
$879K -$251K -2,712 -20%
PIMG
296
Patriot Investment Management Group
Tennessee
$868K -$7.4K -80 -0.8%
RFA
297
Resurgent Financial Advisors
Georgia
$867K -$65.2K -705 -6%
TSW
298
Thompson Siegel & Walmsley
Virginia
$864K -$8.88K -96 -0.9%
PFA
299
Pinnacle Family Advisors
Missouri
$858K -$3.95M -42,721 -80%
NFG
300
Nations Financial Group
Iowa
$850K -$17.1K -185 -2%
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12
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