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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
326
Maple Capital Management
Vermont
$253K -$37.7K -600 -8%
PCG
327
Private Capital Group
Connecticut
$247K – – –
SW
328
SVB Wealth
Massachusetts
$245K -$27.4K -436 -10%
NFG
329
NewFocus Financial Group
Washington
$245K – – –
VCP
330
Vista Capital Partners
Oregon
$244K – – –
MFW
331
Mosaic Family Wealth
Missouri
$244K +$251 +4 +0.1%
CIA
332
Capital Investment Advisors
Georgia
$243K -$1.26K -20 -0.5%
VNA
333
Valley National Advisers
Pennsylvania
$243K – – –
WC
334
Weil Company
California
$241K +$29K +462 +13%
PSF
335
Pacific Sun Financial
California
$239K +$4.4K +70 +2%
MIC
336
Means Investment Company
Maine
$235K +$161K +2,556 +56%
CSA
337
Cottage Street Advisors
Massachusetts
$233K -$169K -2,692 -41%
KFI
338
Key Financial Inc
Pennsylvania
$232K +$6.92K +110 +3%
BC
339
Barnett & Company
Tennessee
$231K – – –
CFS
340
Cannon Financial Strategists
Georgia
$230K +$7.29K +116 +3%
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$227K +$233K +3,712 New
SC
342
SouthState Corp
Florida
$226K -$13.3K -212 -5%
GPA
343
Guidance Point Advisors
Massachusetts
$223K -$3.9K -62 -2%
GTAM
344
Global Trust Asset Management
Florida
$223K -$2.52K -40 -1%
AWE
345
Avidian Wealth Enterprises
Texas
$223K +$229K +3,636 New
AIA
346
Arcadia Investment Advisors
Idaho
$221K – – –
TA
347
Tiedemann Advisors
New York
$218K +$223K +3,552 New
FFW
348
Fusion Family Wealth
New York
$217K +$213K +3,392 +2,292%
UR
349
USCA RIA
Texas
$214K – – –
HWA
350
Heartwood Wealth Advisors
Virginia
$213K +$219K +3,476 New
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