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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
376
Callan Family Office
Pennsylvania
$780K +$416K +3,440 +109%
PAMG
377
Patton Albertson Miller Group
Tennessee
$776K +$67.9K +562 +9%
RSWM
378
Robertson Stephens Wealth Management
California
$767K -$27.9K -231 -3%
MAM
379
Mystic Asset Management
Rhode Island
$766K -$9.06K -75 -1%
SFC
380
Sprinkle Financial Consultants
Colorado
$763K +$1.45K +12 +0.2%
SCM
381
SCS Capital Management
Massachusetts
$761K +$12.6K +104 +2%
TC
382
TAGStone Capital
North Carolina
$756K +$1.33K +11 +0.2%
KCM
383
Kendall Capital Management
Maryland
$743K – – –
HWA
384
Heritage Wealth Advisors
Virginia
$743K – – –
CA
385
Clearstead Advisors
Ohio
$742K +$242 +2 +0%
CWP
386
Cyndeo Wealth Partners
Florida
$740K – – –
FPCG
387
Forum Private Client Group
Indiana
$739K -$96.2K -796 -11%
SCA
388
Snowden Capital Advisors
New York
$738K +$2.17K +18 +0.3%
CAM
389
Close Asset Management
United Kingdom
$734K – – –
YIH
390
Y-Intercept (HK)
Hong Kong
$725K +$740K +6,124 New
AIM
391
Anchor Investment Management
South Carolina
$724K – – –
CFFP
392
Center for Financial Planning
Michigan
$723K – – –
JIC
393
Johnson Investment Counsel
Ohio
$716K +$45.3K +375 +7%
SWM
394
Spire Wealth Management
Virginia
$716K -$2.42K -20 -0.3%
OC
395
Oppenheimer & Co
New York
$713K -$604 -5 -0.1%
CT
396
Colonial Trust
South Carolina
$711K – – –
GA
397
Greenspring Advisors
Maryland
$710K – – –
FA
398
Financial Alternatives
California
$707K – – –
MFWP
399
Mosaic Family Wealth Partners
Missouri
$706K -$32.5K -269 -4%
BB
400
Busey Bank
Illinois
$704K – – –
14 15
16
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