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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
WGC
376
Watts Gwilliam & Co
Arizona
$615K -$20.7K -196 -3%
HWA
377
Heritage Wealth Advisors
Virginia
$611K – – –
CFFP
378
Center for Financial Planning
Michigan
$608K – – –
CAM
379
Close Asset Management
United Kingdom
$605K – – –
OIA
380
OneDigital Investment Advisors
Kansas
$603K -$3.69K -35 -0.6%
AIM
381
Anchor Investment Management
South Carolina
$601K – – –
BPA
382
Beacon Pointe Advisors
California
$598K – – –
CWM
383
Congress Wealth Management
Massachusetts
$593K +$89.7K +850 +16%
HW
384
Hancock Whitney
Mississippi
$592K +$237K +2,244 +59%
NOI
385
Newton One Investments
Delaware
$591K +$2.43K +23 +0.4%
JIC
386
Johnson Investment Counsel
Ohio
$591K – – –
BB
387
Busey Bank
Illinois
$588K – – –
CT
388
Colonial Trust
South Carolina
$585K -$49.7K -471 -7%
PAMG
389
Patton Albertson Miller Group
Tennessee
$584K – – –
FA
390
Financial Alternatives
California
$582K – – –
BHWM
391
Beaird Harris Wealth Management
Texas
$579K -$2.53K -24 -0.4%
FSG
392
Financial Strategies Group
Michigan
$576K +$161K +1,530 +30%
VPWA
393
Vestia Personal Wealth Advisors
Indiana
$574K +$8.34K +79 +1%
EFS
394
Essex Financial Services
Connecticut
$574K -$29.5K -280 -5%
CWM
395
Cornerstone Wealth Management
Missouri
$572K +$55.9K +530 +10%
SWC
396
Spectrum Wealth Counsel
Indiana
$571K – – –
CA
397
Clearstead Advisors
Ohio
$567K -$89.5K -848 -13%
JFA
398
JNBA Financial Advisors
Minnesota
$563K -$35.3K -335 -5%
WQ
399
Wealth Quarterback
New Jersey
$563K -$6.96M -65,968 -92%
KCM
400
Kendall Capital Management
Maryland
$560K -$22.1K -209 -4%
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