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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
401
Capital Analysts LLC
Pennsylvania
$702K -$229K -1,892 -24%
FF
402
Frankly Finances
Florida
$698K – – –
CFD
403
Creative Financial Designs
Indiana
$689K -$11.6K -96 -2%
BHWM
404
Beaird Harris Wealth Management
Texas
$687K -$8.58K -71 -1%
HI
405
Hyundai Investments
South Korea
$679K -$175K -1,446 -20%
CWA
406
Crusonia Wealth Advisors
Colorado
$675K – – –
WFA
407
WJ Financial Advisors
Connecticut
$670K +$4.83K +40 +0.7%
ACA
408
Atlas Capital Advisors
Wyoming
$663K – – –
CAM
409
Cozad Asset Management
Illinois
$663K +$121 +1 +0%
SC
410
Schoolcraft Capital
Colorado
$663K – – –
MWP
411
Meredith Wealth Planning
Illinois
$662K -$5.32K -44 -0.8%
SFG
412
Sage Financial Group
Pennsylvania
$655K – – –
FGWP
413
Founders Grove Wealth Partners
Virginia
$651K -$9.66K -80 -1%
NCM
414
Next Capital Management
New York
$651K +$274K +2,266 +70%
SAG
415
SageView Advisory Group
California
$650K +$67.3K +557 +11%
PFA
416
Pure Financial Advisors
California
$648K -$13.8K -114 -2%
KWA
417
Kingswood Wealth Advisors
California
$645K -$41.9K -347 -6%
CSP
418
Cary Street Partners
Virginia
$634K -$41.9K -347 -6%
MMA
419
Miracle Mile Advisors
California
$633K -$25.5K -211 -4%
FF
420
Finley Financial
Nevada
$633K – – –
VPWA
421
Vestia Personal Wealth Advisors
Indiana
$630K -$5.07K -42 -0.8%
NWM
422
Northwest Wealth Management
Iowa
$629K +$362 +3 +0.1%
DADC
423
D.A. Davidson & Co
Montana
$628K -$802K -6,641 -56%
AC
424
AWM Capital
Arizona
$624K – – –
MSWMA
425
Market Street Wealth Management Advisors
Indiana
$612K -$1.81K -15 -0.3%
15 16
17
18 19