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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
401
Stratos Wealth Advisors
Ohio
$459K -$174K -1,826 -26%
ICG
402
InterOcean Capital Group
Tennessee
$459K +$117K +1,227 +31%
RIA
403
Realta Investment Advisors
Delaware
$458K – – –
CWM
404
Cornerstone Wealth Management
Missouri
$457K -$28.2K -296 -5%
PFA
405
Pure Financial Advisors
California
$455K -$912K -9,575 -65%
BC
406
Barrett & Company
Rhode Island
$452K – – –
SMA
407
Sage Mountain Advisors
Georgia
$451K – – –
AFS
408
Annapolis Financial Services
Maryland
$446K -$24.9K -261 -5%
ACIM
409
Azimuth Capital Investment Management
Michigan
$446K +$9.52K +100 +2%
CPSAC
410
Chas P. Smith & Associates (CPS)
Florida
$441K -$33K -346 -7%
KFI
411
Key Financial Inc
Pennsylvania
$436K – – –
RPCONE
412
Retirement Planning Company of New England
Rhode Island
$431K -$9.14K -96 -2%
FFBTD
413
First Financial Bank - Trust Division
Ohio
$430K – – –
BCG
414
Breakwater Capital Group
New Jersey
$430K -$92.1K -967 -16%
SFPG
415
Stonebridge Financial Planning Group
Florida
$430K -$23.8K -250 -5%
RWP
416
RWA Wealth Partners
Massachusetts
$428K – – –
TF
417
Tompkins Financial
New York
$427K – – –
DWM
418
Dakota Wealth Management
Florida
$420K +$117K +1,230 +35%
SIC
419
Shoker Investment Counsel
Ohio
$419K – – –
MBFW
420
Morton Brown Family Wealth
Pennsylvania
$415K -$60.8K -638 -12%
PWS
421
Private Wealth Strategies
Ohio
$413K – – –
WPW
422
Watershed Private Wealth
Illinois
$410K -$150K -1,579 -26%
CFP
423
Cypress Financial Planning
New Jersey
$409K -$93.7K -984 -18%
JF
424
JSF Financial
California
$408K -$6.07M -63,696 -93%
TRIA
425
Trail Ridge Investment Advisors
Colorado
$406K -$10.6K -111 -2%
15 16
17
18 19