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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
401
Center for Financial Planning
Michigan
$526K -$60.3K -655 -10%
IFG
402
Independent Financial Group
California
$525K +$21.4K +232 +4%
BPA
403
Beacon Pointe Advisors
California
$521K +$136K +1,481 +35%
SDWMA
404
Schneider Downs Wealth Management Advisors
Pennsylvania
$510K +$515K +5,591 New
MWP
405
Meredith Wealth Planning
Illinois
$499K +$503K +5,467 New
EFS
406
Essex Financial Services
Connecticut
$499K +$73.8K +801 +17%
TRIA
407
Trail Ridge Investment Advisors
Colorado
$497K +$25.9K +281 +5%
CFG
408
Cooper Financial Group
California
$493K +$188K +2,045 +61%
JWM
409
JGP Wealth Management
Oregon
$492K -$2.39K -26 -0.5%
RPSA
410
Richard P. Slaughter Associates
Texas
$488K +$66.9K +727 +16%
CPSAC
411
Chas P. Smith & Associates (CPS)
Florida
$486K -$6.91K -75 -1%
TC
412
TAP Consulting
Missouri
$484K +$4.33K +47 +0.9%
AFS
413
Annapolis Financial Services
Maryland
$480K -$30.1K -327 -6%
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$471K -$20K -217 -4%
TRCT
415
Tower Research Capital (TRC)
New York
$470K +$388K +4,217 +452%
CL
416
Choreo LLC
Illinois
$469K +$7.18K +78 +2%
CFP
417
Cypress Financial Planning
New Jersey
$469K +$3.96K +43 +0.8%
KWS
418
Keystone Wealth Services
California
$467K +$19.2K +209 +4%
RDFA
419
Ritter Daniher Financial Advisory
Ohio
$466K +$117K +1,271 +33%
WPW
420
Watershed Private Wealth
Illinois
$465K +$469K +5,092 New
MSFS
421
Main Street Financial Solutions
Pennsylvania
$463K -$93.3K -1,013 -17%
SMA
422
Sage Mountain Advisors
Georgia
$461K – – –
BC
423
Barrett & Company
Rhode Island
$459K – – –
MC
424
Moors & Cabot
Massachusetts
$457K -$12.9K -140 -3%
TPSF
425
Texas Permanent School Fund
Texas
$456K – – –
15 16
17
18 19