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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
376
Close Asset Management
United Kingdom
$705K – – –
NOI
377
Newton One Investments
Delaware
$699K +$3.25K +29 +0.5%
AIM
378
Anchor Investment Management
South Carolina
$695K – – –
CFFP
379
Center for Financial Planning
Michigan
$694K – – –
SWM
380
Spire Wealth Management
Virginia
$689K -$18.5K -165 -3%
GVCM
381
Global View Capital Management
Wisconsin
$686K +$676K +6,028 New
OC
382
Oppenheimer & Co
New York
$685K -$48.4K -432 -7%
CT
383
Colonial Trust
South Carolina
$682K – – –
GA
384
Greenspring Advisors
Maryland
$682K +$173K +1,543 +35%
PAMG
385
Patton Albertson Miller Group
Tennessee
$681K – – –
FA
386
Financial Alternatives
California
$679K – – –
BB
387
Busey Bank
Illinois
$676K -$10.1K -90 -1%
CFD
388
Creative Financial Designs
Indiana
$673K -$19.1K -170 -3%
FF
389
Frankly Finances
Florida
$670K +$660K +5,889 New
BHWM
390
Beaird Harris Wealth Management
Texas
$667K +$224 +2 +0%
VPWA
391
Vestia Personal Wealth Advisors
Indiana
$661K -$17.1K -153 -3%
KWA
392
Kingswood Wealth Advisors
California
$659K +$312K +2,780 +92%
CSP
393
Cary Street Partners
Virginia
$648K -$99.8K -890 -14%
CWA
394
Crusonia Wealth Advisors
Colorado
$648K +$639K +5,699 New
RB
395
Renasant Bank
Mississippi
$645K -$144K -1,287 -18%
JIC
396
Johnson Investment Counsel
Ohio
$645K – – –
MWP
397
Meredith Wealth Planning
Illinois
$641K +$7.29K +65 +1%
WFA
398
WJ Financial Advisors
Connecticut
$639K – – –
ACA
399
Atlas Capital Advisors
Wyoming
$637K +$628K +5,601 New
CAM
400
Cozad Asset Management
Illinois
$637K +$336 +3 +0.1%
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16
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