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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
451
Valeo Financial Advisors
Indiana
$197K -$7.7K -106 -4%
HWM
452
HighMark Wealth Management
Minnesota
$197K +$176K +2,420 New
AP
453
Atwood & Palmer
Missouri
$193K -$73 -1 -0%
MFT
454
Moisand Fitzgerald Tamayo
Florida
$173K -$7.85K -108 -5%
GC
455
Garde Capital
Washington
$171K +$153K +2,104 New
JPLA
456
Joseph P. Lucia & Associates
New York
$164K +$146K +2,014 New
CA
457
Clearstead Advisors
Ohio
$156K -$14.7K -202 -10%
DWP
458
Destiny Wealth Partners
Florida
$146K +$130K +1,792 New
PO
459
Private Ocean
California
$144K -$3.56K -49 -3%
CFD
460
Creative Financial Designs
Indiana
$141K -$10.5K -145 -8%
JGIA
461
Jackson Grant Investment Advisers
Connecticut
$141K – – –
COCM
462
Charter Oak Capital Management
New Hampshire
$141K +$126K +1,736 New
PMFA
463
Plante Moran Financial Advisors
Michigan
$135K – – –
HWA
464
HHM Wealth Advisors
Tennessee
$135K +$121K +1,660 New
FPS
465
Fieldpoint Private Securities
Connecticut
$134K +$120K +1,654 New
AWM
466
AllSquare Wealth Management
New York
$131K – – –
TCOV
467
Trust Company of Vermont
Vermont
$126K – – –
WEC
468
Winslow Evans & Crocker
Massachusetts
$121K +$72.7K +1,000 +204%
CTB
469
Country Trust Bank
Illinois
$118K -$6.54K -90 -6%
PFO
470
Pathstone Family Office
New Jersey
$118K +$16.7K +230 +19%
RIM
471
Rockbridge Investment Management
New York
$107K – – –
IRAG
472
Investment Research & Advisory Group
Georgia
$105K – – –
SSW
473
Smith Shellnut Wilson
Mississippi
$102K +$80.2K +1,104 +736%
BWP
474
Baldwin Wealth Partners
Massachusetts
$102K +$89.4K +1,230 +6,150%
AIC
475
Archer Investment Corporation
Indiana
$101K – – –
17 18
19
20 21