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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
VCS
301
Vaughan & Co Securities
New Jersey
$851K – – –
MLIC
302
Mandatum Life Insurance Company
Finland
$847K – – –
PIMG
303
Patriot Investment Management Group
Tennessee
$836K – – –
BBHC
304
Brown Brothers Harriman & Co
New York
$833K +$439K +4,468 +109%
HCA
305
Heck Capital Advisors
Wisconsin
$831K -$652K -6,635 -44%
SWP
306
Stratos Wealth Partners
Ohio
$827K -$5.5K -56 -0.7%
IPW
307
Intergy Private Wealth
Colorado
$810K +$38K +387 +5%
CWM
308
Concentric Wealth Management
California
$808K +$295 +3 +0%
FPCG
309
Forum Private Client Group
Indiana
$806K -$78.3K -797 -9%
CFA
310
Cahill Financial Advisors
Minnesota
$802K +$33K +336 +4%
WANY
311
Wealthspire Advisors (New York)
New York
$791K +$14.3K +146 +2%
SEIA
312
Signature Estate & Investment Advisors
California
$789K -$159K -1,622 -17%
SI
313
Stephens Inc
Arkansas
$779K +$17.5K +178 +2%
MSWMA
314
Market Street Wealth Management Advisors
Indiana
$775K -$34.9K -355 -4%
DSN
315
D. Scott Neal
Kentucky
$775K – – –
HNWAG
316
High Net Worth Advisory Group
Florida
$768K – – –
UB
317
Umpqua Bank
Oregon
$767K -$2.26K -23 -0.3%
CHJWM
318
Carlton Hofferkamp & Jenks Wealth Management
Texas
$758K +$137K +1,397 +25%
SFC
319
Sprinkle Financial Consultants
Colorado
$754K +$2.26K +23 +0.3%
WP
320
WealthShield Partners
North Carolina
$752K -$25.2K -256 -3%
MSFS
321
Main Street Financial Solutions
Pennsylvania
$747K – – –
HBW
322
Hazlett, Burt & Watson
West Virginia
$744K +$5.21K +53 +0.7%
VIA
323
Vickerman Investment Advisors
Washington
$741K – – –
TIM
324
Thompson Investment Management
Wisconsin
$734K +$32.8K +334 +5%
PPW
325
Presilium Private Wealth
Pennsylvania
$734K -$2.85K -29 -0.4%
11 12
13
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