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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
426
Monograph Wealth Advisors
California
$401K +$403K +3,842 New
BCA
427
Bay Colony Advisors
Massachusetts
$399K +$400K +3,816 New
PCG
428
Private Capital Group
Connecticut
$398K – – –
KPCM
429
Kings Point Capital Management
New York
$397K -$1.9M -18,100 -83%
CCA
430
Clearwater Capital Advisors
Illinois
$397K – – –
FA
431
FDx Advisors
Illinois
$395K +$112K +1,069 +39%
CL
432
CIM LLC
New York
$386K -$36.5K -348 -8%
SFPM
433
Sensible Financial Planning & Management
Massachusetts
$385K -$18.3K -175 -5%
WCP
434
Wick Capital Partners
Pennsylvania
$384K +$386K +3,678 New
KFI
435
Key Financial Inc
Pennsylvania
$381K -$1.99K -19 -0.5%
MBT
436
Montecito Bank & Trust
California
$376K – – –
WT
437
Whittier Trust
California
$376K – – –
AP
438
Americana Partners
Texas
$376K +$377K +3,600 New
RDFA
439
Ritter Daniher Financial Advisory
Ohio
$375K – – –
PAS
440
Park Avenue Securities
New York
$375K +$10.3K +98 +3%
WANY
441
Wealthspire Advisors (New York)
New York
$371K -$37.5K -358 -9%
PPA
442
Parametric Portfolio Associates
Washington
$370K +$371K +3,537 New
GTAM
443
Global Trust Asset Management
Florida
$369K – – –
KWS
444
Keystone Wealth Services
California
$367K +$368K +3,514 New
MCM
445
Maple Capital Management
Vermont
$366K – – –
JE
446
JMAC Enterprises
Pennsylvania
$366K +$383K +3,649 New
CIR
447
Clear Investment Research
Georgia
$364K -$943 -9 -0.3%
CCFM
448
Clear Creek Financial Management
Washington
$360K +$1.26K +12 +0.3%
MIC
449
Means Investment Company
Maine
$359K +$9.96K +95 +3%
CFS
450
Cannon Financial Strategists
Georgia
$355K – – –
16 17
18
19 20