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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
SeaCrest Wealth Management
New York
$400K +$510 +5 +0.1%
WC
452
Weil Company
California
$397K – – –
WANY
453
Wealthspire Advisors (New York)
New York
$395K +$30.7K +301 +8%
DY
454
Dowling & Yahnke
California
$394K +$61.3K +601 +19%
MWA
455
Monograph Wealth Advisors
California
$393K – – –
OWA
456
Outlook Wealth Advisors
Texas
$392K -$43.7K -429 -10%
PCG
457
Private Capital Group
Connecticut
$390K – – –
CCA
458
Clearwater Capital Advisors
Illinois
$389K – – –
KPCM
459
Kings Point Capital Management
New York
$389K – – –
PPA
460
Parametric Portfolio Associates
Washington
$387K +$25K +245 +7%
SEM
461
Strategic Equity Management
Arizona
$382K +$380K +3,726 New
TGAM
462
TBH Global Asset Management
Tennessee
$382K +$380K +3,733 New
WWM
463
Windsor Wealth Management
Indiana
$381K +$2.14K +21 +0.5%
SFPM
464
Sensible Financial Planning & Management
Massachusetts
$377K -$306 -3 -0.1%
JE
465
JMAC Enterprises
Pennsylvania
$374K – – –
TSS
466
Two Sigma Securities
New York
$374K +$372K +3,649 New
CL
467
Choreo LLC
Illinois
$371K -$34.8K -341 -9%
RL
468
Retireful LLC
Michigan
$371K +$391K +3,835 New
MBT
469
Montecito Bank & Trust
California
$369K – – –
AP
470
Americana Partners
Texas
$368K – – –
WT
471
Whittier Trust
California
$368K – – –
KFI
472
Key Financial Inc
Pennsylvania
$367K -$5.61K -55 -2%
TA
473
Tiedemann Advisors
New York
$366K +$364K +3,570 New
PAS
474
Park Avenue Securities
New York
$363K -$4.79K -47 -1%
CFS
475
Cannon Financial Strategists
Georgia
$363K +$14.7K +144 +4%
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