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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
426
9258 Wealth Management
Ohio
$343K – – –
CFS
427
Cannon Financial Strategists
Georgia
$342K – – –
AP
428
Advisor Partners
California
$342K – – –
NL
429
Navalign LLC
California
$341K -$41.7K -413 -11%
MIC
430
Means Investment Company
Maine
$337K -$21.5K -213 -6%
MFW
431
Meristem Family Wealth
Minnesota
$335K +$127K +1,260 +61%
S
432
SimplyRich
California
$335K +$337K +3,334 New
SGI
433
Summit Global Investments
Utah
$334K +$101 +1 +0%
SIMM
434
Stillwater Investment Management (Minnesota)
Minnesota
$331K – – –
WAP
435
Wealthcare Advisory Partners
Pennsylvania
$328K -$14.4K -143 -4%
SC
436
SouthState Corp
Florida
$327K – – –
HR
437
Howe & Rusling
New York
$326K +$41.8K +414 +15%
MFW
438
Mosaic Family Wealth
Missouri
$322K -$1.82K -18 -0.6%
EI
439
Ellevest Inc
New York
$322K – – –
EW
440
Element Wealth
Mississippi
$320K +$1.41K +14 +0.4%
KBFS
441
Kohmann Bosshard Financial Services
Ohio
$320K +$321K +3,180 New
BBPWM
442
Blue Bell Private Wealth Management
Pennsylvania
$312K -$9.69K -96 -3%
BCWM
443
Bartlett & Co Wealth Management
Ohio
$310K – – –
BC
444
Bartlett & Co
Ohio
$310K – – –
OSAM
445
O'Shaughnessy Asset Management
Connecticut
$302K – – –
SWA
446
Stratos Wealth Advisors
Ohio
$301K -$6.16K -61 -2%
QCM
447
Quest Capital Management
Texas
$301K – – –
MAM
448
MMA Asset Management
Pennsylvania
$300K -$404 -4 -0.1%
FA
449
Fiducient Advisors
Illinois
$295K – – –
AIA
450
Arcadia Investment Advisors
Idaho
$293K -$606 -6 -0.2%
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18
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