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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
451
Brighton Jones LLC
Washington
$350K -$17.2K -164 -5%
S
452
SimplyRich
California
$348K – – –
SIMM
453
Stillwater Investment Management (Minnesota)
Minnesota
$347K +$3.46K +33 +1%
SGI
454
Summit Global Investments
Utah
$346K +$210 +2 +0.1%
ML
455
Mayport LLC
Massachusetts
$345K +$346K +3,304 New
CFGS
456
Concourse Financial Group Securities
Alabama
$340K +$46.6K +445 +16%
DY
457
Dowling & Yahnke
California
$339K -$62.7K -598 -16%
SC
458
SouthState Corp
Florida
$339K – – –
HR
459
Howe & Rusling
New York
$338K – – –
SWA
460
Stratos Wealth Advisors
Ohio
$338K +$25.8K +246 +8%
MFC
461
Mechanics Financial Corp
Ohio
$337K +$338K +3,224 New
RFWA
462
RPg Family Wealth Advisory
Massachusetts
$336K -$37.2K -355 -10%
EI
463
Ellevest Inc
New York
$334K – – –
EW
464
Element Wealth
Mississippi
$334K +$1.47K +14 +0.4%
KBFS
465
Kohmann Bosshard Financial Services
Ohio
$332K – – –
WPC
466
Wedmont Private Capital
Pennsylvania
$328K +$325K +3,101 New
BCWM
467
Bartlett & Co Wealth Management
Ohio
$322K – – –
BC
468
Bartlett & Co
Ohio
$322K – – –
BBPWM
469
Blue Bell Private Wealth Management
Pennsylvania
$321K – – –
RCG
470
Resource Consulting Group
Florida
$315K +$316K +3,016 New
AP
471
Advisor Partners
California
$313K -$42K -401 -12%
OSAM
472
O'Shaughnessy Asset Management
Connecticut
$313K – – –
QCM
473
Quest Capital Management
Texas
$312K – – –
MAM
474
MMA Asset Management
Pennsylvania
$311K +$210 +2 +0.1%
SSB
475
Sandy Spring Bank
Maryland
$308K +$21K +200 +7%
17 18
19
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