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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
426
J.W. Cole Advisors
Florida
$692K +$653K +5,060 New
SWA
427
Stratos Wealth Advisors
Ohio
$691K +$1.03K +8 +0.2%
NFP
428
NorthLanding Financial Partners
New York
$690K +$140K +1,084 +27%
VCP
429
Vista Capital Partners
Oregon
$688K – – –
FTS
430
Fifth Third Securities
Ohio
$683K -$13.4K -104 -2%
PMFA
431
Plante Moran Financial Advisors
Michigan
$682K – – –
CA
432
CoreCap Advisors
Michigan
$681K -$16.5M -127,880 -96%
TIA
433
TCFG Investment Advisors
California
$678K -$12K -93 -2%
RIA
434
Richwood Investment Advisors
Ohio
$670K -$12.9K -100 -2%
ET
435
Equitable Trust
Tennessee
$669K – – –
MSWMA
436
Market Street Wealth Management Advisors
Indiana
$667K -$37.2K -288 -6%
CWA
437
CM Wealth Advisors
Ohio
$663K -$225K -1,745 -26%
TP
438
Thayer Partners
Pennsylvania
$662K – – –
JF
439
JSF Financial
California
$658K +$22.3K +173 +4%
CA
440
Calton & Associates
Florida
$655K +$618K +4,792 New
CFP
441
Cypress Financial Planning
New Jersey
$654K +$1.16K +9 +0.2%
TCA
442
Transcend Capital Advisors
New Jersey
$649K +$75.9K +588 +14%
JFA
443
JNBA Financial Advisors
Minnesota
$647K -$41.9K -325 -6%
BCG
444
Breakwater Capital Group
New Jersey
$645K -$2.97K -23 -0.5%
FHC
445
First Horizon Corporation
Tennessee
$644K -$16.1K -125 -3%
HI
446
Harbour Investments
Wisconsin
$640K -$1.63M -12,606 -73%
BPWM
447
BCS Private Wealth Management
New Jersey
$638K +$18.4K +143 +3%
WB
448
Webster Bank
Connecticut
$637K – – –
AFC
449
AFT Forsyth & Company
Florida
$636K -$344K -2,670 -36%
BI
450
Beckerman Institutional
New Jersey
$624K – – –
16 17
18
19 20