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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
401
Northwest Wealth Management
Iowa
$550K +$18.2K +193 +4%
PFA
402
Pure Financial Advisors
California
$548K +$33.5K +355 +7%
VPWA
403
Vestia Personal Wealth Advisors
Indiana
$548K -$36.1K -382 -6%
LWL
404
Leo Wealth LLC
Texas
$545K +$4.25K +45 +0.8%
AIA
405
Accelerate Investment Advisors
California
$540K +$2.17K +23 +0.4%
HSWM
406
Hubbell Strickland Wealth Management
Louisiana
$532K -$31K -328 -6%
FF
407
Finley Financial
Nevada
$531K – – –
FTS
408
Fifth Third Securities
Ohio
$527K -$27.7K -293 -5%
SCA
409
Snowden Capital Advisors
New York
$525K -$1.32K -14 -0.3%
AC
410
AWM Capital
Arizona
$524K – – –
JWS
411
Juncture Wealth Strategies
Arizona
$522K -$503K -5,325 -50%
OC
412
Oppenheimer & Co
New York
$521K -$147K -1,560 -23%
SWA
413
Stratos Wealth Advisors
Ohio
$518K +$168K +1,779 +52%
BC
414
Barrett & Company
Rhode Island
$517K +$755 +8 +0.2%
SFG
415
Sage Financial Group
Pennsylvania
$514K – – –
SI
416
Stephens Inc
Arkansas
$511K -$52.2K -553 -10%
RIA
417
Richwood Investment Advisors
Ohio
$502K – – –
CI
418
Conning Inc
Connecticut
$502K – – –
SMA
419
Sage Mountain Advisors
Georgia
$501K -$29K -307 -6%
SEIA
420
Signature Estate & Investment Advisors
California
$501K +$23.7K +251 +5%
CSA
421
Cottage Street Advisors
Massachusetts
$499K -$9.44K -100 -2%
AAS
422
Ameritas Advisory Services
Nebraska
$498K -$147K -1,554 -24%
SW
423
SkyOak Wealth
Michigan
$489K – – –
TWM
424
TCFG Wealth Management
California
$487K +$463K +4,898 New
ET
425
Equitable Trust
Tennessee
$487K -$349K -3,692 -43%
15 16
17
18 19