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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
351
IHT Wealth Management
Illinois
$379K +$25.4K +350 +8%
DJYG
352
David J. Yvars Group
Florida
$377K +$337K +4,639 New
WSTAM
353
Wilbanks Smith & Thomas Asset Management
Virginia
$375K +$335K +4,611 New
PPW
354
Parcion Private Wealth
Washington
$367K +$930K +12,800 New
PWS
355
Private Wealth Strategies
Ohio
$362K -$73 -1 -0%
KOMWMG
356
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$362K +$5.23K +72 +2%
RIA
357
Realta Investment Advisors
Delaware
$361K +$3.27K +45 +1%
GMA
358
Goldstein Munger & Associates
California
$359K – – –
RC
359
RegentAtlantic Capital
New Jersey
$359K +$436 +6 +0.1%
RM
360
Resource Management
Louisiana
$357K -$73 -1 -0%
OIA
361
OneDigital Investment Advisors
Kansas
$354K – – –
SFPM
362
Sensible Financial Planning & Management
Massachusetts
$353K – – –
SCM
363
SOL Capital Management
Maryland
$352K -$8.72K -120 -3%
WWM
364
Windsor Wealth Management
Indiana
$347K -$327K -4,497 -51%
CIR
365
Clear Investment Research
Georgia
$345K -$74.5K -1,025 -19%
MIC
366
Means Investment Company
Maine
$331K -$258K -3,547 -50%
5L
367
55I LLC
Massachusetts
$331K +$296K +4,073 New
RA
368
RFG Advisory
Alabama
$328K -$79.7K -1,096 -22%
ATC
369
Argent Trust Co
Tennessee
$328K +$293K +4,037 New
NFG
370
NewFocus Financial Group
Washington
$325K – – –
SW
371
SVB Wealth
Massachusetts
$325K – – –
RFWA
372
RPg Family Wealth Advisory
Massachusetts
$324K +$64.5K +888 +29%
MFW
373
Mosaic Family Wealth
Missouri
$324K – – –
VCP
374
Vista Capital Partners
Oregon
$324K – – –
ACM
375
Azimuth Capital Management
Michigan
$323K -$43.6K -600 -13%
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