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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
326
Mather Group
Illinois
$884K +$6.85K +69 +0.8%
PIMG
327
Patriot Investment Management Group
Tennessee
$883K -$87.6K -883 -9%
SWP
328
Stratos Wealth Partners
Ohio
$879K -$332K -3,347 -28%
QWP
329
Quotient Wealth Partners
Texas
$871K -$2.38M -24,014 -74%
OIA
330
OneDigital Investment Advisors
Kansas
$856K -$144K -1,446 -15%
MSWMA
331
Market Street Wealth Management Advisors
Indiana
$855K -$1.89K -19 -0.2%
CWM
332
Concentric Wealth Management
California
$854K +$298 +3 +0%
SIMC
333
Squire Investment Management Company
Utah
$839K +$102K +1,028 +14%
NPFS
334
Novak & Powell Financial Services
Florida
$836K -$1.04M -10,488 -56%
VCM
335
Virtue Capital Management
Tennessee
$827K -$330K -3,328 -28%
WP
336
WealthShield Partners
North Carolina
$821K -$78K -786 -9%
WANY
337
Wealthspire Advisors (New York)
New York
$820K -$40.7K -410 -5%
QIM
338
Quantitative Investment Management
Virginia
$819K +$791K +7,974 New
DSN
339
D. Scott Neal
Kentucky
$819K – – –
IPW
340
Intergy Private Wealth
Colorado
$816K -$8.83K -89 -1%
CFA
341
Cahill Financial Advisors
Minnesota
$813K -$294K -2,961 -27%
UB
342
Umpqua Bank
Oregon
$813K +$785K +7,910 New
HNWAG
343
High Net Worth Advisory Group
Florida
$812K -$9.92K -100 -1%
SI
344
Stephens Inc
Arkansas
$804K -$227K -2,286 -23%
PAIM
345
Punch & Associates Investment Management
Minnesota
$800K -$1.69M -16,991 -69%
SFC
346
Sprinkle Financial Consultants
Colorado
$794K +$1.69K +17 +0.2%
PTC
347
Private Trust Company
Ohio
$789K -$197K -1,986 -21%
MSFS
348
Main Street Financial Solutions
Pennsylvania
$789K -$34.7K -350 -4%
WGC
349
Watts Gwilliam & Co
Arizona
$788K +$766K +7,717 New
VIA
350
Vickerman Investment Advisors
Washington
$782K -$5.16K -52 -0.7%
12 13
14
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