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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
301
Great Valley Advisor Group
Delaware
$991K -$1.51K -16 -0.2%
MLIC
302
Mandatum Life Insurance Company
Finland
$987K – – –
MMA
303
Miracle Mile Advisors
California
$985K -$368K -3,888 -28%
EWA
304
EP Wealth Advisors
California
$984K +$314K +3,322 +52%
APA
305
Allegiant Private Advisors
Florida
$982K +$44.1K +466 +5%
PWP
306
Personal Wealth Partners
Minnesota
$976K -$86.6K -915 -9%
VCS
307
Vaughan & Co Securities
New Jersey
$965K – – –
CA
308
Claro Advisors
Massachusetts
$964K -$8.33K -88 -0.9%
VFIC
309
Valley Forge Investment Consultants
Pennsylvania
$959K – – –
LNC
310
Lincoln National Corp
Pennsylvania
$951K +$57.9K +612 +7%
JFA
311
JNBA Financial Advisors
Minnesota
$947K +$17.4K +184 +2%
CF
312
Centaurus Financial
California
$944K -$1.64M -17,363 -65%
COF
313
Capital One Financial
Virginia
$936K -$50.6K -534 -5%
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$925K -$21.3K -225 -2%
UR
315
USCA RIA
Texas
$913K +$526K +5,559 +159%
FHC
316
First Heartland Consultants
Missouri
$899K +$845K +8,924 New
HWM
317
HighMark Wealth Management
Minnesota
$881K +$599K +6,323 +261%
HNB
318
Huntington National Bank
Ohio
$879K – – –
FFS
319
Founders Financial Securities
Maryland
$878K +$825K +8,719 New
TNB
320
Thomasville National Bank
Georgia
$871K -$665K -7,029 -45%
MAFM
321
Mid Atlantic Financial Management
Pennsylvania
$869K +$360K +3,804 +79%
MG
322
Mather Group
Illinois
$865K -$47.4K -501 -6%
IWC
323
Integrated Wealth Concepts
Massachusetts
$853K +$802K +8,472 New
AFA
324
American Financial Advisors
Georgia
$847K +$48.9K +517 +7%
NP
325
NorthRock Partners
Minnesota
$840K -$18.5K -195 -2%
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13
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