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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CKAIS
326
Christensen King & Associates Investment Services
Washington
$837K +$5.1K +54 +0.6%
GVAG
327
Great Valley Advisor Group
Delaware
$836K -$245K -2,598 -24%
TIM
328
Thompson Investment Management
Wisconsin
$834K +$38.2K +404 +5%
EW
329
Evoke Wealth
California
$831K +$584K +6,187 +286%
WPC
330
Wedmont Private Capital
Pennsylvania
$828K – – –
DBIA
331
Dumont & Blake Investment Advisors
New Jersey
$821K +$94 +1 +0%
TSW
332
Thompson Siegel & Walmsley
Virginia
$819K -$195K -2,063 -20%
PIMG
333
Patriot Investment Management Group
Tennessee
$818K – – –
SWP
334
Stratos Wealth Partners
Ohio
$818K -$1.32K -14 -0.2%
AC
335
Apella Capital
Connecticut
$798K +$60.4K +640 +9%
HNWAG
336
High Net Worth Advisory Group
Florida
$786K – – –
TWP
337
Total Wealth Planning
Ohio
$786K +$746K +7,896 New
MSFS
338
Main Street Financial Solutions
Pennsylvania
$783K -$9.44K -100 -1%
CFA
339
Cahill Financial Advisors
Minnesota
$767K +$189 +2 +0%
CB
340
Commerce Bank
Missouri
$755K -$142K -1,505 -17%
WIA
341
World Investment Advisors
California
$751K -$17.6M -185,965 -96%
BJL
342
Brighton Jones LLC
Washington
$742K -$25K -265 -3%
FPGK
343
Financial Partners Group (Kansas)
Kansas
$740K -$18.1K -192 -3%
VIA
344
Vickerman Investment Advisors
Washington
$737K -$14.9K -158 -2%
FPCG
345
Forum Private Client Group
Indiana
$729K -$16.7K -177 -2%
AFC
346
AFT Forsyth & Company
Florida
$726K +$1.04K +11 +0.2%
SWM
347
Spire Wealth Management
Virginia
$722K -$18.4K -195 -3%
FHA
348
First Horizon Advisors
Tennessee
$719K +$216K +2,290 +46%
FSG
349
Financial Strategies Group
Michigan
$717K +$32.7K +346 +5%
TC
350
TAGStone Capital
North Carolina
$716K +$46.7K +494 +8%
12 13
14
15 16