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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
426
Harbor Investment Advisory
Maryland
$209K +$201K +2,594 New
WSFS
427
Wilmington Savings Fund Society
Delaware
$209K +$201K +2,596 New
ONB
428
Old National Bancorp
Indiana
$207K +$199K +2,570 New
CWC
429
Carolinas Wealth Consulting
North Carolina
$207K +$200K +2,584 New
AIC
430
Ameritas Investment Company
Nebraska
$206K -$45.6K -588 -19%
JF
431
JSF Financial
California
$206K +$198K +2,558 New
CFS
432
CRA Financial Services
New Jersey
$203K +$196K +2,528 New
FP
433
Financial Perspectives
Minnesota
$203K +$196K +2,524 New
PMFA
434
Plante Moran Financial Advisors
Michigan
$202K -$105K -1,356 -35%
LRIA
435
Leonard Rickey Investment Advisors
Washington
$201K +$194K +2,504 New
AIC
436
Archer Investment Corporation
Indiana
$191K – – –
AP
437
Atwood & Palmer
Missouri
$191K – – –
SBSB
438
Sullivan, Bruyette, Speros & Blaney
Virginia
$181K -$27.3K -352 -14%
FHA
439
First Horizon Advisors
Tennessee
$178K +$158K +2,040 +1,074%
JPLA
440
Joseph P. Lucia & Associates
New York
$166K +$25.6K +330 +19%
MWP
441
MYCIO Wealth Partners
Pennsylvania
$165K +$1.08K +14 +0.7%
CTB
442
Country Trust Bank
Illinois
$148K – – –
PO
443
Private Ocean
California
$147K – – –
LWANC
444
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K – – –
JGIA
445
Jackson Grant Investment Advisers
Connecticut
$138K +$775 +10 +0.6%
BAM
446
Belpointe Asset Management
Nevada
$138K +$19.1K +246 +17%
FPS
447
Fieldpoint Private Securities
Connecticut
$137K – – –
RWA
448
Ropes Wealth Advisors
Massachusetts
$137K – – –
WQ
449
Wealth Quarterback
New Jersey
$132K +$127K +1,638 New
S
450
SignatureFD
Georgia
$127K +$76.9K +992 +170%
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18
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