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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
326
Prospera Financial Services
Texas
$1.15M -$9.49M -73,583 -90%
PA
327
Powerhouse Assets
Massachusetts
$1.13M -$31.9K -247 -3%
TSW
328
Thompson Siegel & Walmsley
Virginia
$1.13M – – –
EMC
329
Everest Management Corp
California
$1.12M – – –
PIMG
330
Patriot Investment Management Group
Tennessee
$1.11M – – –
KL
331
Keenan LLC
Massachusetts
$1.1M -$229K -1,776 -18%
GVAG
332
Great Valley Advisor Group
Delaware
$1.1M -$6.58K -51 -0.6%
DBIA
333
Dumont & Blake Investment Advisors
New Jersey
$1.09M +$10.4K +81 +1%
MSFS
334
Main Street Financial Solutions
Pennsylvania
$1.09M +$11.7K +91 +1%
MFC
335
Morris Financial Concepts
South Carolina
$1.08M -$40.9K -317 -4%
HNWAG
336
High Net Worth Advisory Group
Florida
$1.08M – – –
PS
337
Principal Securities
Iowa
$1.08M +$98.6K +764 +11%
SDWMA
338
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M +$1.94K +15 +0.2%
BJL
339
Brighton Jones LLC
Washington
$1.06M +$1.55K +12 +0.2%
BBHC
340
Brown Brothers Harriman & Co
New York
$1.06M +$91.8K +712 +10%
NOI
341
Newton One Investments
Delaware
$1.05M +$4K +31 +0.4%
ATC
342
Argent Trust Co
Tennessee
$1.05M – – –
VFS
343
Valpey Financial Services
New Hampshire
$1.04M -$94.3K -731 -9%
AWM
344
Apollon Wealth Management
South Carolina
$1.04M +$7.09K +55 +0.7%
CFA
345
Cahill Financial Advisors
Minnesota
$1.04M -$19.5K -151 -2%
WPC
346
Wedmont Private Capital
Pennsylvania
$1.02M – – –
FPGK
347
Financial Partners Group (Kansas)
Kansas
$1.01M +$3.23K +25 +0.3%
NFG
348
Nations Financial Group
Iowa
$999K -$11.9K -92 -1%
IWM
349
IHT Wealth Management
Illinois
$992K -$956K -7,408 -51%
RWP
350
RWA Wealth Partners
Massachusetts
$980K +$27.3K +212 +3%
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