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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
351
RWA Wealth Partners
Massachusetts
$798K +$233K +2,079 +42%
FSG
352
Financial Strategies Group
Michigan
$792K – – –
NPFS
353
Novak & Powell Financial Services
Florida
$787K -$1.17M -10,468 -60%
SWM
354
Sherman Wealth Management
Maryland
$785K +$774K +6,905 New
QHA
355
Quarry Hill Advisors
Minnesota
$784K – – –
IC
356
IEQ Capital
California
$781K +$1.12K +10 +0.1%
DM
357
Diversified Management
Wisconsin
$781K +$769K +6,864 New
DC
358
Destiny Capital
Colorado
$780K +$556K +4,962 +261%
RSWM
359
Robertson Stephens Wealth Management
California
$762K +$280K +2,500 +59%
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$759K -$234K -2,092 -24%
CWA
361
CM Wealth Advisors
Ohio
$750K -$1.18M -10,556 -62%
OIA
362
OneDigital Investment Advisors
Kansas
$749K +$26.7K +238 +4%
PS
363
Principal Securities
Iowa
$745K -$8.52K -76 -1%
SIA
364
Serenity Investment Advisors
Illinois
$745K +$698K +6,232 New
MAM
365
Mystic Asset Management
Rhode Island
$744K +$1.12K +10 +0.2%
SFC
366
Sprinkle Financial Consultants
Colorado
$732K +$3.36K +30 +0.5%
PPC
367
Park Place Capital
Alabama
$731K -$153K -1,368 -18%
TC
368
TAGStone Capital
North Carolina
$725K +$14.3K +128 +2%
SCM
369
SCS Capital Management
Massachusetts
$719K – – –
KCM
370
Kendall Capital Management
Maryland
$713K – – –
HWA
371
Heritage Wealth Advisors
Virginia
$713K – – –
CA
372
Clearstead Advisors
Ohio
$713K +$39.2K +350 +6%
CWP
373
Cyndeo Wealth Partners
Florida
$710K – – –
MFWP
374
Mosaic Family Wealth Partners
Missouri
$708K +$2.35K +21 +0.3%
SCA
375
Snowden Capital Advisors
New York
$706K +$105K +938 +18%
13 14
15
16 17