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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
401
Valley National Advisers
Pennsylvania
$399K – – –
GPA
402
Guidance Point Advisors
Massachusetts
$398K +$1.82K +18 +0.5%
OIA
403
OneDigital Investment Advisors
Kansas
$397K -$92.1K -912 -19%
WANY
404
Wealthspire Advisors (New York)
New York
$394K -$111K -1,098 -22%
CL
405
Choreo LLC
Illinois
$392K – – –
WC
406
Weil Company
California
$391K -$30.2K -299 -7%
SWM
407
SeaCrest Wealth Management
New York
$391K -$3.23K -32 -0.8%
SFPM
408
Sensible Financial Planning & Management
Massachusetts
$388K +$2.02K +20 +0.5%
DY
409
Dowling & Yahnke
California
$387K +$1.72K +17 +0.4%
CCA
410
Clearwater Capital Advisors
Illinois
$383K – – –
PCG
411
Private Capital Group
Connecticut
$383K – – –
MCM
412
Mainstay Capital Management
Michigan
$380K +$128K +1,272 +51%
KFI
413
Key Financial Inc
Pennsylvania
$369K – – –
WT
414
Whittier Trust
California
$362K -$43.6K -432 -11%
MBT
415
Montecito Bank & Trust
California
$362K – – –
TA
416
TrueWealth Advisors
Alabama
$362K +$32K +317 +10%
RDFA
417
Ritter Daniher Financial Advisory
Ohio
$361K -$143K -1,415 -28%
RFWA
418
RPg Family Wealth Advisory
Massachusetts
$360K – – –
FFW
419
Fusion Family Wealth
New York
$356K – – –
GTAM
420
Global Trust Asset Management
Florida
$356K – – –
BJL
421
Brighton Jones LLC
Washington
$354K -$26.7K -264 -7%
PAS
422
Park Avenue Securities
New York
$352K -$122K -1,204 -26%
MCM
423
Maple Capital Management
Vermont
$352K – – –
CIR
424
Clear Investment Research
Georgia
$351K +$11.8K +117 +3%
CCFM
425
Clear Creek Financial Management
Washington
$346K -$232K -2,295 -40%
15 16
17
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