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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$1.03M -$4.67K -45 -0.5%
WCWM
302
Willow Creek Wealth Management
California
$1.03M – – –
MA
303
Marquette Associates
Illinois
$1.02M +$5.09K +49 +0.5%
SB
304
Strategic Blueprint
Georgia
$1.01M -$519 -5 -0.1%
EA
305
Enclave Advisors
Texas
$996K +$961K +9,253 New
CB
306
Commerce Bank
Missouri
$993K +$297K +2,864 +45%
CA
307
Claro Advisors
Massachusetts
$982K -$4.05K -39 -0.4%
MAM
308
Milestone Asset Management
Pennsylvania
$976K +$607K +5,847 +181%
CKAIS
309
Christensen King & Associates Investment Services
Washington
$962K -$20.5K -197 -2%
SWP
310
Stratos Wealth Partners
Ohio
$949K +$32.8K +316 +4%
UB
311
Umpqua Bank
Oregon
$949K +$96.1K +925 +12%
VC
312
Vicus Capital
Pennsylvania
$942K -$5.5M -52,928 -86%
MLIC
313
Mandatum Life Insurance Company
Finland
$938K – – –
IPW
314
Intergy Private Wealth
Colorado
$938K +$39.6K +381 +5%
VCS
315
Vaughan & Co Securities
New Jersey
$937K -$4.88K -47 -0.5%
BFAG
316
Blackston Financial Advisory Group
Florida
$927K +$894K +8,613 New
PIMG
317
Patriot Investment Management Group
Tennessee
$925K – – –
BBHC
318
Brown Brothers Harriman & Co
New York
$922K – – –
WANY
319
Wealthspire Advisors (New York)
New York
$909K +$33K +318 +4%
CWM
320
Concentric Wealth Management
California
$894K -$623 -6 -0.1%
CFA
321
Cahill Financial Advisors
Minnesota
$878K -$9.55K -92 -1%
RIA
322
Regal Investment Advisors
Michigan
$872K -$81.5K -785 -9%
MSFS
323
Main Street Financial Solutions
Pennsylvania
$872K +$43.2K +416 +5%
WP
324
WealthShield Partners
North Carolina
$871K +$37.5K +361 +5%
SI
325
Stephens Inc
Arkansas
$860K -$1.25K -12 -0.1%
11 12
13
14 15