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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
351
LJI Wealth Management
Indiana
$602K -$57.6K -605 -8%
BJL
352
Brighton Jones LLC
Washington
$596K – – –
WAM
353
WNY Asset Management
New York
$589K -$1.71K -18 -0.3%
RL
354
Retireful LLC
Michigan
$583K +$632K +6,634 New
RDFA
355
Ritter Daniher Financial Advisory
Ohio
$580K +$190K +2,000 +44%
CFG
356
Citizens Financial Group
Rhode Island
$579K – – –
IFA
357
Index Fund Advisors
California
$578K – – –
BBPWM
358
Blue Bell Private Wealth Management
Pennsylvania
$570K -$133K -1,394 -18%
FHA
359
First Horizon Advisors
Tennessee
$569K -$30.5K -320 -5%
PA
360
Paragon Advisors
Texas
$568K -$4.14M -43,453 -87%
RIA
361
Richwood Investment Advisors
Ohio
$563K -$4.48K -47 -0.7%
HWA
362
Heritage Wealth Advisors
Virginia
$559K – – –
TC
363
TAGStone Capital
North Carolina
$555K – – –
MAM
364
Mystic Asset Management
Rhode Island
$553K -$2.86K -30 -0.5%
IC
365
IEQ Capital
California
$553K -$571 -6 -0.1%
CAM
366
Close Asset Management
United Kingdom
$553K – – –
SCM
367
SOL Capital Management
Maryland
$549K -$16.7K -175 -3%
BAM
368
Belpointe Asset Management
Nevada
$541K -$86.7K -910 -13%
VWM
369
Valley Wealth Managers
New Jersey
$539K -$28.7K -301 -5%
AIP
370
Almanack Investment Partners
Pennsylvania
$539K +$575K +6,036 New
AWM
371
Avior Wealth Management
Nebraska
$537K -$571 -6 -0.1%
APW
372
Acima Private Wealth
Virginia
$536K +$528K +5,548 +1,193%
PAMG
373
Patton Albertson Miller Group
Tennessee
$534K – – –
BHWM
374
Beaird Harris Wealth Management
Texas
$533K -$190 -2 -0%
FA
375
Financial Alternatives
California
$533K – – –
13 14
15
16 17