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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
376
Cambridge Capital Management
Illinois
$701K -$534K -4,817 -43%
TC
377
TAGStone Capital
North Carolina
$690K +$3.44K +31 +0.5%
AAS
378
Ameritas Advisory Services
Nebraska
$690K +$25K +226 +4%
HWA
379
Heritage Wealth Advisors
Virginia
$681K – – –
CFFP
380
Center for Financial Planning
Michigan
$678K -$36.6K -330 -5%
OIA
381
OneDigital Investment Advisors
Kansas
$675K -$38.9K -351 -5%
CAM
382
Close Asset Management
United Kingdom
$674K – – –
EFS
383
Essex Financial Services
Connecticut
$670K +$2K +18 +0.3%
AIM
384
Anchor Investment Management
South Carolina
$669K – – –
JFG
385
JMG Financial Group
Illinois
$667K +$2.11K +19 +0.3%
BPA
386
Beacon Pointe Advisors
California
$667K +$50.3K +454 +8%
JFA
387
JNBA Financial Advisors
Minnesota
$664K -$42.8K -386 -6%
JIC
388
Johnson Investment Counsel
Ohio
$658K – – –
NOI
389
Newton One Investments
Delaware
$656K +$3.21K +29 +0.5%
BB
390
Busey Bank
Illinois
$656K – – –
HSWM
391
Hubbell Strickland Wealth Management
Louisiana
$654K +$19.1K +172 +3%
PAMG
392
Patton Albertson Miller Group
Tennessee
$651K – – –
FA
393
Financial Alternatives
California
$648K – – –
BHWM
394
Beaird Harris Wealth Management
Texas
$648K +$12.1K +109 +2%
KCM
395
Kendall Capital Management
Maryland
$646K +$19.8K +179 +3%
SWC
396
Spectrum Wealth Counsel
Indiana
$636K +$37K +334 +6%
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$634K +$131K +1,184 +25%
GIA
398
Gladstone Institutional Advisory
Florida
$632K +$225K +2,034 +54%
VPWA
399
Vestia Personal Wealth Advisors
Indiana
$631K +$7.2K +65 +1%
VFIC
400
Valley Forge Investment Consultants
Pennsylvania
$622K -$127K -1,143 -17%
14 15
16
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