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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
326
Claro Advisors
Massachusetts
$938K -$53.6K -484 -5%
SWM
327
SigFig Wealth Management
California
$936K +$92K +830 +11%
ET
328
Equitable Trust
Tennessee
$933K +$952K +8,588 New
BBHC
329
Brown Brothers Harriman & Co
New York
$930K – – –
CHJWM
330
Carlton Hofferkamp & Jenks Wealth Management
Texas
$921K +$97.4K +879 +12%
CSP
331
Cary Street Partners
Virginia
$906K +$925K +8,346 New
BFAG
332
Blackston Financial Advisory Group
Florida
$905K -$30.6K -276 -3%
MAM
333
Milestone Asset Management
Pennsylvania
$901K -$86K -776 -9%
CKAIS
334
Christensen King & Associates Investment Services
Washington
$898K -$80.1K -723 -8%
PIMG
335
Patriot Investment Management Group
Tennessee
$897K -$37.4K -337 -4%
DBIA
336
Dumont & Blake Investment Advisors
New Jersey
$896K +$914K +8,249 New
HBW
337
Hazlett, Burt & Watson
West Virginia
$895K +$59.1K +533 +7%
EA
338
Enclave Advisors
Texas
$893K -$115K -1,035 -11%
YIH
339
Y-Intercept (HK)
Hong Kong
$888K +$906K +8,172 New
NPFS
340
Novak & Powell Financial Services
Florida
$882K -$1.2M -10,813 -57%
BGAI
341
Bruce G. Allen Investments
Colorado
$878K +$156K +1,407 +21%
SAG
342
SageView Advisory Group
California
$874K +$289K +2,608 +48%
SI
343
Stephens Inc
Arkansas
$870K +$1.77K +16 +0.2%
MSFS
344
Main Street Financial Solutions
Pennsylvania
$869K -$10.3K -93 -1%
WP
345
WealthShield Partners
North Carolina
$864K -$14.6K -132 -2%
HNWAG
346
High Net Worth Advisory Group
Florida
$858K – – –
TIM
347
Thompson Investment Management
Wisconsin
$849K +$11.7K +106 +1%
SFC
348
Sprinkle Financial Consultants
Colorado
$847K +$2.44K +22 +0.3%
CFA
349
Cahill Financial Advisors
Minnesota
$837K -$49.4K -446 -5%
FPCG
350
Forum Private Client Group
Indiana
$836K -$21.9K -198 -3%
12 13
14
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