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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
351
Mystic Asset Management
Rhode Island
$723K -$10.6K -100 -2%
NF
352
Nikulski Financial
Iowa
$716K -$75.4K -710 -10%
OC
353
Oppenheimer & Co
New York
$714K +$130K +1,221 +23%
SFC
354
Sprinkle Financial Consultants
Colorado
$708K +$2.97K +28 +0.4%
OIA
355
OneDigital Investment Advisors
Kansas
$702K +$16.2K +153 +2%
MMA
356
Miracle Mile Advisors
California
$701K -$89.2K -840 -12%
SCM
357
SCS Capital Management
Massachusetts
$699K -$292K -2,754 -30%
WGC
358
Watts Gwilliam & Co
Arizona
$698K +$425 +4 +0.1%
KCM
359
Kendall Capital Management
Maryland
$694K +$4.46K +42 +0.7%
HWA
360
Heritage Wealth Advisors
Virginia
$693K – – –
XT
361
XTX Topco
Cayman Islands
$692K +$664K +6,257 New
CWP
362
Cyndeo Wealth Partners
Florida
$691K – – –
TC
363
TAGStone Capital
North Carolina
$690K -$83.7K -788 -11%
SWM
364
Spire Wealth Management
Virginia
$689K -$109K -1,030 -14%
CAM
365
Close Asset Management
United Kingdom
$686K – – –
MFWP
366
Mosaic Family Wealth Partners
Missouri
$685K +$2.23K +21 +0.3%
NOI
367
Newton One Investments
Delaware
$677K +$2.97K +28 +0.5%
AIM
368
Anchor Investment Management
South Carolina
$676K – – –
CFFP
369
Center for Financial Planning
Michigan
$675K -$14.9K -140 -2%
CFD
370
Creative Financial Designs
Indiana
$673K +$2.65K +25 +0.4%
BB
371
Busey Bank
Illinois
$668K – – –
CT
372
Colonial Trust
South Carolina
$664K – – –
PAMG
373
Patton Albertson Miller Group
Tennessee
$662K – – –
FA
374
Financial Alternatives
California
$660K – – –
CA
375
Clearstead Advisors
Ohio
$654K +$10.1K +95 +2%
13 14
15
16 17