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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
376
Private Ocean
California
$109K – – –
GRP
377
Global Retirement Partners
California
$107K -$184K -3,274 -65%
JGIA
378
Jackson Grant Investment Advisers
Connecticut
$104K +$448 +8 +0.5%
CCM
379
Covington Capital Management
California
$101K -$104K -1,860 -53%
PMFA
380
Plante Moran Financial Advisors
Michigan
$100K – – –
CDIA
381
Capital Directions Investment Advisors
Georgia
$99K +$28.1K +502 +54%
AWM
382
AllSquare Wealth Management
New York
$97K +$90.4K +1,612 New
CTB
383
Country Trust Bank
Illinois
$93K -$16.8K -300 -16%
TCOV
384
Trust Company of Vermont
Vermont
$93K +$86.7K +1,546 New
RIM
385
Rockbridge Investment Management
New York
$91K +$84.8K +1,512 New
AIC
386
Archer Investment Corporation
Indiana
$89.8K -$2.69K -48 -3%
BW
387
Bison Wealth
Georgia
$84K -$132K -2,346 -63%
CFD
388
Creative Financial Designs
Indiana
$81K +$75.5K +1,346 New
IRAG
389
Investment Research & Advisory Group
Georgia
$78K – – –
SSW
390
Smith Shellnut Wilson
Mississippi
$74K – – –
PFO
391
Pathstone Family Office
New Jersey
$73K +$224 +4 +0.3%
HCA
392
Heck Capital Advisors
Wisconsin
$72.6K -$51.8K -924 -43%
HF
393
Halpern Financial
Virginia
$70.2K +$20.4K +364 +45%
CI
394
Cordant Inc
Oregon
$68K – – –
FNBOSM
395
First National Bank of South Miami
Florida
$66K -$292K -5,210 -83%
DSC
396
Duncker Streett & Co
Missouri
$66K – – –
LWANC
397
Laurel Wealth Advisors (North Carolina)
North Carolina
$64K +$224 +4 +0.4%
CFA
398
Carroll Financial Associates
North Carolina
$57K – – –
TWA
399
TCI Wealth Advisors
Arizona
$55K – – –
MIM
400
Macroview Investment Management
Maryland
$53K -$785 -14 -2%
14 15
16
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