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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
376
Clearstead Advisors
Ohio
$107K +$149K +2,148 New
HCA
377
Heck Capital Advisors
Wisconsin
$106K -$958K -13,824 -87%
JPLA
378
Joseph P. Lucia & Associates
New York
$101K -$3.47K -50 -2%
EW
379
Evoke Wealth
California
$94.9K +$132K +1,900 New
CTB
380
Country Trust Bank
Illinois
$92K – – –
PO
381
Private Ocean
California
$91K -$139 -2 -0.1%
JGIA
382
Jackson Grant Investment Advisers
Connecticut
$86K +$555 +8 +0.5%
PMFA
383
Plante Moran Financial Advisors
Michigan
$83K -$58.9K -850 -34%
AIC
384
Archer Investment Corporation
Indiana
$77K -$58.2K -840 -35%
S
385
SignatureFD
Georgia
$72K -$9.71K -140 -9%
IRAG
386
Investment Research & Advisory Group
Georgia
$65K – – –
WAP
387
Wealthcare Advisory Partners
Pennsylvania
$61K -$6.24K -90 -7%
SSW
388
Smith Shellnut Wilson
Mississippi
$61K – – –
PFO
389
Pathstone Family Office
New Jersey
$61K +$555 +8 +0.7%
CI
390
Cordant Inc
Oregon
$56K – – –
DSC
391
Duncker Streett & Co
Missouri
$55K – – –
LWANC
392
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K -$47K -678 -39%
FHA
393
Flagship Harbor Advisors
Massachusetts
$51K – – –
QCG
394
Quadrant Capital Group
Ohio
$48K – – –
CDIA
395
Capital Directions Investment Advisors
Georgia
$47K – – –
CFA
396
Carroll Financial Associates
North Carolina
$47K +$27.3K +394 +71%
TWA
397
TCI Wealth Advisors
Arizona
$45K -$9.57K -138 -13%
MIM
398
Macroview Investment Management
Maryland
$45K +$4.99K +72 +9%
OC
399
Oakworth Capital
Alabama
$44K – – –
PB
400
Pinnacle Bancorp
Nebraska
$44K +$2.5K +36 +4%
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16
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