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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
301
ERTS Wealth Advisors
Michigan
$1.3M +$38K +396 +3%
ECM
302
Evergreen Capital Management
Washington
$1.3M +$1.4M +14,638 New
PWM
303
PBMares Wealth Management
Virginia
$1.3M -$18.4K -192 -1%
BFA
304
Bragg Financial Advisors
North Carolina
$1.3M +$256K +2,670 +22%
ANB
305
Amarillo National Bank
Texas
$1.29M – – –
SWP
306
Stratos Wealth Partners
Ohio
$1.29M +$345K +3,597 +33%
TNB
307
Thomasville National Bank
Georgia
$1.29M -$72.6K -757 -5%
PWM
308
Perigon Wealth Management
California
$1.29M +$1.39M +14,493 New
AMCA
309
Arthur M. Cohen & Associates
Illinois
$1.25M +$599K +6,250 +80%
SXL
310
Summit X LLC
Missouri
$1.25M +$1.34M +14,001 New
SWM
311
SigFig Wealth Management
California
$1.24M +$1.26M +13,189 New
H
312
HoyleCohen
California
$1.24M +$1.33M +13,899 New
D
313
Dentgroup
Louisiana
$1.23M +$195K +2,035 +17%
CAM
314
Cozad Asset Management
Illinois
$1.21M +$507K +5,287 +64%
TF
315
TIAA FSB
Florida
$1.19M -$21.3K -222 -2%
ZF
316
Zhang Financial
Michigan
$1.19M -$10.5K -109 -0.8%
MIAN
317
Mariner Independent Advisor Network
Kansas
$1.19M -$1.87M -19,466 -59%
KWM
318
Keebeck Wealth Management
Illinois
$1.19M +$1.28M +13,353 New
CC
319
Courier Capital
New York
$1.17M – – –
WMP
320
Wealth Management Partners
Arizona
$1.17M – – –
RB
321
Renasant Bank
Mississippi
$1.16M -$164K -1,706 -12%
TFA
322
Tobias Financial Advisors
Florida
$1.16M -$2.11K -22 -0.2%
CG
323
Colony Group
Massachusetts
$1.15M – – –
HWM
324
HighMark Wealth Management
Minnesota
$1.14M +$98.1K +1,023 +9%
TLFA
325
True Link Financial Advisors
California
$1.14M +$998K +10,410 +441%
11 12
13
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