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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
376
Apella Capital
Connecticut
$530K +$2.86K +30 +0.5%
DADC
377
D.A. Davidson & Co
Montana
$528K +$23.1K +243 +4%
CFD
378
Creative Financial Designs
Indiana
$526K +$7.91K +83 +1%
NOI
379
Newton One Investments
Delaware
$525K – – –
USCWA
380
U.S. Capital Wealth Advisors
Texas
$524K -$5.43K -57 -1%
BFO
381
Boston Family Office
Massachusetts
$523K -$125K -1,308 -18%
MSFS
382
Main Street Financial Solutions
Pennsylvania
$521K -$61.4K -645 -10%
HSWM
383
Hubbell Strickland Wealth Management
Louisiana
$520K +$1.43K +15 +0.3%
AMCA
384
Arthur M. Cohen & Associates
Illinois
$518K – – –
CFFP
385
Center for Financial Planning
Michigan
$514K – – –
CL
386
Choreo LLC
Illinois
$508K -$6.29K -66 -1%
SDWMA
387
Schneider Downs Wealth Management Advisors
Pennsylvania
$502K – – –
JIC
388
Johnson Investment Counsel
Ohio
$499K -$12.4K -130 -2%
AIM
389
Anchor Investment Management
South Carolina
$498K +$300K +3,148 +129%
EWP
390
Elevation Wealth Partners
California
$498K +$137K +1,441 +35%
MWP
391
Meredith Wealth Planning
Illinois
$489K -$952 -10 -0.2%
RJT
392
Raymond James Trust
Florida
$487K -$38.1K -400 -7%
CFG
393
Cooper Financial Group
California
$481K -$2.57K -27 -0.5%
BB
394
Busey Bank
Illinois
$477K +$62.6K +657 +14%
MMA
395
Miracle Mile Advisors
California
$477K -$80.4K -844 -14%
JWM
396
JGP Wealth Management
Oregon
$475K -$23.5K -247 -4%
AC
397
AWM Capital
Arizona
$470K – – –
TC
398
TAP Consulting
Missouri
$469K – – –
TIM
399
Thompson Investment Management
Wisconsin
$462K +$2.29K +24 +0.5%
RSWM
400
Robertson Stephens Wealth Management
California
$459K +$51K +535 +12%
14 15
16
17 18