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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
401
High Net Worth Advisory Group
Florida
$460K +$461K +4,400 New
9WM
402
9258 Wealth Management
Ohio
$448K +$92K +878 +26%
FHA
403
First Horizon Advisors
Tennessee
$447K -$21.8K -208 -5%
OWA
404
Outlook Wealth Advisors
Texas
$445K -$19.6K -187 -4%
LWA
405
LWS Wealth Advisors
New Jersey
$441K +$1.05K +10 +0.2%
AWM
406
AE Wealth Management
Kansas
$432K -$1.55M -14,784 -78%
DPI
407
Diversified Portfolios Inc
Michigan
$432K – – –
CWP
408
Curated Wealth Partners
California
$429K – – –
JWM
409
JGP Wealth Management
Oregon
$427K +$6.5K +62 +2%
CIA
410
Capital Investment Advisors
Georgia
$424K +$3.15K +30 +0.7%
PSF
411
Pacific Sun Financial
California
$422K +$6.29K +60 +2%
FHC
412
First Heartland Consultants
Missouri
$417K -$649K -6,196 -61%
VCP
413
Vista Capital Partners
Oregon
$416K – – –
GPA
414
Guidance Point Advisors
Massachusetts
$416K +$2.1K +20 +0.5%
NS
415
Newman & Schimel
Illinois
$415K -$267K -2,550 -39%
VNA
416
Valley National Advisers
Pennsylvania
$414K – – –
CL
417
Choreo LLC
Illinois
$414K +$7.34K +70 +2%
OIA
418
OneDigital Investment Advisors
Kansas
$411K -$1.36K -13 -0.3%
WWM
419
Windsor Wealth Management
Indiana
$410K -$32.7K -312 -8%
DFC
420
DBK Financial Counsel
Ohio
$408K +$410K +3,908 New
SWM
421
SeaCrest Wealth Management
New York
$407K +$1.78K +17 +0.4%
WC
422
Weil Company
California
$406K – – –
JWCA
423
J.W. Cole Advisors
Florida
$406K +$407K +3,882 New
TRIA
424
Trail Ridge Investment Advisors
Colorado
$405K +$406K +3,876 New
MWA
425
Monograph Wealth Advisors
California
$401K +$403K +3,842 New
15 16
17
18 19