We are live on ! Find out more
IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
376
Wilbanks Smith & Thomas Asset Management
Virginia
$471K – – –
CL
377
CIM LLC
New York
$464K -$17.5K -173 -4%
PWM
378
PRW Wealth Management
Massachusetts
$458K +$459K +4,550 New
PFO
379
Pathstone Family Office
New Jersey
$455K +$456K +4,516 New
RC
380
RegentAtlantic Capital
New Jersey
$454K – – –
PWS
381
Private Wealth Strategies
Ohio
$454K +$2.22K +22 +0.5%
FHA
382
First Horizon Advisors
Tennessee
$452K -$12.4K -123 -3%
OWA
383
Outlook Wealth Advisors
Texas
$447K -$41.8K -414 -9%
F
384
F3Logic
Minnesota
$446K +$113K +1,117 +34%
GMA
385
Goldstein Munger & Associates
California
$445K – – –
RM
386
Resource Management
Louisiana
$444K – – –
BOPW
387
Brandywine Oak Private Wealth
Pennsylvania
$443K +$61.1K +605 +16%
ACM
388
Azimuth Capital Management
Michigan
$437K +$37.9K +375 +9%
SCM
389
SOL Capital Management
Maryland
$434K – – –
CMO
390
Covenant Multifamily Offices
Texas
$425K +$416K +4,116 New
WWM
391
Windsor Wealth Management
Indiana
$424K – – –
LWA
392
LWS Wealth Advisors
New Jersey
$424K +$6.97K +69 +2%
DPI
393
Diversified Portfolios Inc
Michigan
$416K -$131K -1,298 -24%
CWP
394
Curated Wealth Partners
California
$413K – – –
AWE
395
Avidian Wealth Enterprises
Texas
$412K -$91.6K -907 -18%
CA
396
Calton & Associates
Florida
$411K -$576K -5,705 -58%
CIA
397
Capital Investment Advisors
Georgia
$406K +$3.43K +34 +0.9%
JWM
398
JGP Wealth Management
Oregon
$402K +$9.69K +96 +2%
VCP
399
Vista Capital Partners
Oregon
$401K – – –
PSF
400
Pacific Sun Financial
California
$400K +$402K +3,978 New
14 15
16
17 18