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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
351
WNY Asset Management
New York
$639K +$14.6K +139 +2%
HW
352
Hancock Whitney
Mississippi
$633K +$635K +6,061 New
MAM
353
Mystic Asset Management
Rhode Island
$630K +$632K +6,030 New
WA
354
Waverly Advisors
Alabama
$626K +$653K +6,229 New
CFFP
355
Center for Financial Planning
Michigan
$625K -$5.76K -55 -0.9%
VIA
356
Vickerman Investment Advisors
Washington
$621K -$734 -7 -0.1%
AC
357
Apella Capital
Connecticut
$618K – – –
AAS
358
Ameritas Advisory Services
Nebraska
$618K +$620K +5,916 New
DJYG
359
David J. Yvars Group
Florida
$616K -$468K -4,465 -43%
NOI
360
Newton One Investments
Delaware
$610K – – –
TF
361
Tompkins Financial
New York
$605K – – –
GG
362
Gofen & Glossberg
Illinois
$604K -$5.03K -48 -0.8%
IA
363
IFP Advisors
Florida
$590K -$101K -961 -15%
BHWM
364
Beaird Harris Wealth Management
Texas
$589K +$590K +5,633 New
FFN
365
Focus Financial Network
Minnesota
$584K – – –
FFBTD
366
First Financial Bank - Trust Division
Ohio
$572K -$734 -7 -0.1%
AFS
367
Annapolis Financial Services
Maryland
$569K +$4.61K +44 +0.8%
SAM
368
Smithbridge Asset Management
Pennsylvania
$566K – – –
SFS
369
Security Financial Services
Indiana
$561K +$563K +5,373 New
TC
370
TAP Consulting
Missouri
$558K -$79.6K -759 -12%
SFPG
371
Stonebridge Financial Planning Group
Florida
$554K +$50K +477 +9%
RCAG
372
Rehmann Capital Advisory Group
Michigan
$544K -$314 -3 -0.1%
RIA
373
Regal Investment Advisors
Michigan
$540K -$30.4K -290 -5%
SMA
374
Sage Mountain Advisors
Georgia
$537K – – –
AWM
375
Apollon Wealth Management
South Carolina
$536K +$260K +2,480 +94%
13 14
15
16 17