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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
401
D.A. Davidson & Co
Montana
$580K -$56.7K -571 -9%
EWP
402
Elevation Wealth Partners
California
$580K +$5.86K +59 +1%
RSWM
403
Robertson Stephens Wealth Management
California
$576K +$110K +1,107 +25%
AIM
404
Anchor Investment Management
South Carolina
$574K – – –
SWC
405
Spectrum Wealth Counsel
Indiana
$567K – – –
MWP
406
Meredith Wealth Planning
Illinois
$567K -$9.43K -95 -2%
NP
407
NorthRock Partners
Minnesota
$565K -$2.78K -28 -0.5%
USCWA
408
U.S. Capital Wealth Advisors
Texas
$562K -$28.4K -286 -5%
PFA
409
Pure Financial Advisors
California
$556K +$33.5K +338 +7%
PIA
410
Panoramic Investment Advisors
Colorado
$553K +$221K +2,225 +71%
CIAS
411
Capital Investment Advisory Services
North Carolina
$550K +$13.6K +137 +3%
BB
412
Busey Bank
Illinois
$550K – – –
TC
413
TAP Consulting
Missouri
$547K +$1.89K +19 +0.4%
AC
414
AWM Capital
Arizona
$541K – – –
CHJWM
415
Carlton Hofferkamp & Jenks Wealth Management
Texas
$541K +$154K +1,549 +38%
FSG
416
Financial Strategies Group
Michigan
$540K -$1.19K -12 -0.2%
CFD
417
Creative Financial Designs
Indiana
$537K -$210K -2,111 -29%
FDCDDQ
418
Federation des caisses Desjardins du Quebec
Quebec, Canada
$534K -$268K -2,700 -34%
LWL
419
Leo Wealth LLC
Texas
$530K -$5.76K -58 -1%
PS
420
Principal Securities
Iowa
$530K -$19.7M -198,453 -97%
ICG
421
InterOcean Capital Group
Tennessee
$528K -$1.39K -14 -0.3%
CFS
422
CGC Financial Services
Oregon
$523K +$33.1K +334 +7%
BC
423
Barrett & Company
Rhode Island
$522K +$595 +6 +0.1%
SMA
424
Sage Mountain Advisors
Georgia
$519K – – –
FFBTD
425
First Financial Bank - Trust Division
Ohio
$516K +$19.8K +200 +4%
15 16
17
18 19