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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
451
Weil Company
California
$397K – – –
WANY
452
Wealthspire Advisors (New York)
New York
$395K +$30.7K +301 +8%
DY
453
Dowling & Yahnke
California
$394K +$61.3K +601 +19%
MWA
454
Monograph Wealth Advisors
California
$393K – – –
OWA
455
Outlook Wealth Advisors
Texas
$392K -$43.7K -429 -10%
PCG
456
Private Capital Group
Connecticut
$390K – – –
CCA
457
Clearwater Capital Advisors
Illinois
$389K – – –
KPCM
458
Kings Point Capital Management
New York
$389K – – –
PPA
459
Parametric Portfolio Associates
Washington
$387K +$25K +245 +7%
SEM
460
Strategic Equity Management
Arizona
$382K +$380K +3,726 New
TGAM
461
TBH Global Asset Management
Tennessee
$382K +$380K +3,733 New
WWM
462
Windsor Wealth Management
Indiana
$381K +$2.14K +21 +0.5%
SFPM
463
Sensible Financial Planning & Management
Massachusetts
$377K -$306 -3 -0.1%
JE
464
JMAC Enterprises
Pennsylvania
$374K – – –
TSS
465
Two Sigma Securities
New York
$374K +$372K +3,649 New
CL
466
Choreo LLC
Illinois
$371K -$34.8K -341 -9%
RL
467
Retireful LLC
Michigan
$371K +$391K +3,835 New
MBT
468
Montecito Bank & Trust
California
$369K – – –
AP
469
Americana Partners
Texas
$368K – – –
WT
470
Whittier Trust
California
$368K – – –
KFI
471
Key Financial Inc
Pennsylvania
$367K -$5.61K -55 -2%
TA
472
Tiedemann Advisors
New York
$366K +$364K +3,570 New
PAS
473
Park Avenue Securities
New York
$363K -$4.79K -47 -1%
CFS
474
Cannon Financial Strategists
Georgia
$363K +$14.7K +144 +4%
GTAM
475
Global Trust Asset Management
Florida
$362K – – –
17 18
19
20 21