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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
301
Avior Wealth Management
Nebraska
$1.14M -$365K -3,492 -24%
TAIM
302
TD Ameritrade Investment Management
Nebraska
$1.14M -$517K -4,947 -31%
VFIC
303
Valley Forge Investment Consultants
Pennsylvania
$1.13M +$127K +1,216 +13%
PIMG
304
Patriot Investment Management Group
Tennessee
$1.13M +$105 +1 +0%
CFA
305
Cahill Financial Advisors
Minnesota
$1.13M -$16.3K -156 -1%
RJT
306
Raymond James Trust
Florida
$1.13M – – –
OCM
307
Orser Capital Management
Texas
$1.12M +$42.9K +410 +4%
MA
308
MCF Advisors
Kentucky
$1.09M – – –
PWLP
309
Prio Wealth Limited Partnership
Massachusetts
$1.09M – – –
HWM
310
HighMark Wealth Management
Minnesota
$1.08M +$157K +1,502 +17%
CSPIA
311
Cary Street Partners Investment Advisory
Virginia
$1.07M -$11.8K -113 -1%
SSW
312
Smith Shellnut Wilson
Mississippi
$1.07M +$866K +8,282 +453%
IFO
313
Independent Family Office
New York
$1.06M – – –
MAFM
314
Mid Atlantic Financial Management
Pennsylvania
$1.06M +$145K +1,391 +16%
SFG
315
SNS Financial Group
Minnesota
$1.05M -$108K -1,030 -9%
HR
316
Hayden Royal
North Carolina
$1.05M -$25.2K -241 -2%
FAIM
317
Financial Advocates Investment Management
Washington
$1.05M -$142K -1,360 -12%
NFP
318
Novak Financial Planning
Maryland
$1.05M -$87.7K -839 -8%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05M -$17.6K -168 -2%
EW
320
Evoke Wealth
California
$1.04M – – –
CF
321
Centaurus Financial
California
$1.04M +$51.8K +496 +5%
MLIC
322
Mandatum Life Insurance Company
Finland
$1.03M – – –
CA
323
Calton & Associates
Florida
$1.03M +$1.02M +9,790 New
GVAG
324
Great Valley Advisor Group
Delaware
$1.03M -$8.57K -82 -0.8%
VWA
325
Visionary Wealth Advisors
Illinois
$1M -$38K -364 -4%
11 12
13
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