We are live on ! Find out more
IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
401
Richwood Investment Advisors
Ohio
$650K – – –
SCM
402
Saxony Capital Management
Missouri
$647K +$572K +6,275 New
HWA
403
Heritage Wealth Advisors
Virginia
$646K – – –
TC
404
TAGStone Capital
North Carolina
$642K +$4.65K +51 +0.8%
DADC
405
D.A. Davidson & Co
Montana
$641K +$27.2K +298 +5%
IC
406
IEQ Capital
California
$639K – – –
CAM
407
Close Asset Management
United Kingdom
$639K – – –
AAS
408
Ameritas Advisory Services
Nebraska
$634K +$174K +1,911 +45%
PAMG
409
Patton Albertson Miller Group
Tennessee
$617K – – –
BPA
410
Beacon Pointe Advisors
California
$617K -$86.6K -950 -14%
BHWM
411
Beaird Harris Wealth Management
Texas
$616K +$273 +3 +0.1%
FA
412
Financial Alternatives
California
$615K – – –
NOI
413
Newton One Investments
Delaware
$611K +$4.37K +48 +0.8%
VWM
414
Valley Wealth Managers
New Jersey
$610K -$11.5K -126 -2%
JIC
415
Johnson Investment Counsel
Ohio
$607K +$27.3K +300 +5%
HSWM
416
Hubbell Strickland Wealth Management
Louisiana
$603K +$1.82K +20 +0.3%
AWM
417
Avior Wealth Management
Nebraska
$597K -$20.1K -221 -4%
PA
418
Paragon Advisors
Texas
$597K -$53.3K -585 -9%
USCWA
419
U.S. Capital Wealth Advisors
Texas
$593K -$10.8K -118 -2%
SDWMA
420
Schneider Downs Wealth Management Advisors
Pennsylvania
$584K +$3.37K +37 +0.7%
MWP
421
Meredith Wealth Planning
Illinois
$579K +$12K +132 +2%
AIM
422
Anchor Investment Management
South Carolina
$576K – – –
CA
423
Continuum Advisory
Idaho
$576K +$504K +5,531 New
MIS
424
Morningstar Investment Services
Illinois
$573K +$500K +5,485 New
JWCA
425
J.W. Cole Advisors
Florida
$571K +$222K +2,436 +79%
15 16
17
18 19