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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
426
Wilbanks Smith & Thomas Asset Management
Virginia
$455K – – –
GMA
427
Goldstein Munger & Associates
California
$453K – – –
SG
428
StoneX Group
New York
$453K +$451K +4,423 New
HNWAG
429
High Net Worth Advisory Group
Florida
$451K – – –
RC
430
RegentAtlantic Capital
New Jersey
$451K – – –
9WM
431
9258 Wealth Management
Ohio
$451K +$11.9K +117 +3%
CWM
432
Calamos Wealth Management
Illinois
$449K +$447K +4,382 New
EFS
433
Essex Financial Services
Connecticut
$447K +$445K +4,367 New
WEG
434
World Equity Group
Illinois
$432K +$430K +4,215 New
CWP
435
Curated Wealth Partners
California
$429K – – –
PSF
436
Pacific Sun Financial
California
$426K +$12.2K +120 +3%
MC
437
Moors & Cabot
Massachusetts
$425K +$127K +1,247 +43%
TRIA
438
Trail Ridge Investment Advisors
Colorado
$423K +$26.1K +256 +7%
LWA
439
LWS Wealth Advisors
New Jersey
$422K -$9.68K -95 -2%
AWE
440
Avidian Wealth Enterprises
Texas
$412K -$1.38M -13,558 -77%
BCA
441
Bay Colony Advisors
Massachusetts
$412K +$21.3K +209 +5%
CFGS
442
Concourse Financial Group Securities
Alabama
$412K +$78.1K +766 +24%
CIA
443
Capital Investment Advisors
Georgia
$409K -$6.52K -64 -2%
VCP
444
Vista Capital Partners
Oregon
$408K – – –
GPA
445
Guidance Point Advisors
Massachusetts
$408K +$1.12K +11 +0.3%
FA
446
FDx Advisors
Illinois
$408K +$20.9K +205 +5%
NS
447
Newman & Schimel
Illinois
$407K – – –
VNA
448
Valley National Advisers
Pennsylvania
$406K – – –
OIA
449
OneDigital Investment Advisors
Kansas
$402K -$306 -3 -0.1%
SWM
450
SeaCrest Wealth Management
New York
$400K +$510 +5 +0.1%
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