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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
426
Windsor Wealth Management
Indiana
$436K -$9.93K -95 -2%
CWP
427
Curated Wealth Partners
California
$433K +$429K +4,108 New
WT
428
Whittier Trust
California
$424K +$70.9K +678 +20%
AL
429
Aspiriant LLC
California
$423K +$419K +4,010 New
CIA
430
Capital Investment Advisors
Georgia
$422K +$5.02K +48 +1%
VCP
431
Vista Capital Partners
Oregon
$420K – – –
ACM
432
Azimuth Capital Management
Michigan
$419K – – –
VNA
433
Valley National Advisers
Pennsylvania
$418K – – –
GPA
434
Guidance Point Advisors
Massachusetts
$415K +$941 +9 +0.2%
DL
435
DOHJ LLC
Washington
$414K +$200K +1,914 +95%
SWM
436
SeaCrest Wealth Management
New York
$413K -$9.51K -91 -2%
JWM
437
JGP Wealth Management
Oregon
$411K -$56.7K -542 -12%
CL
438
Choreo LLC
Illinois
$410K +$172K +1,649 +74%
KOMWMG
439
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$406K -$67.3K -644 -14%
SFPM
440
Sensible Financial Planning & Management
Massachusetts
$404K -$52.3K -500 -12%
DY
441
Dowling & Yahnke
California
$403K -$217K -2,072 -35%
PCG
442
Private Capital Group
Connecticut
$402K – – –
NL
443
Navalign LLC
California
$401K -$124K -1,189 -24%
CCA
444
Clearwater Capital Advisors
Illinois
$401K – – –
BOPW
445
Brandywine Oak Private Wealth
Pennsylvania
$400K +$31.3K +299 +9%
BAIA
446
Bel Air Investment Advisors
California
$399K – – –
BJL
447
Brighton Jones LLC
Washington
$398K +$51.9K +497 +15%
HI
448
Harbour Investments
Wisconsin
$382K +$175K +1,671 +86%
AWA
449
Arkadios Wealth Advisors
Georgia
$381K +$295K +2,827 +355%
MBT
450
Montecito Bank & Trust
California
$380K – – –
16 17
18
19 20