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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
451
Trail Ridge Investment Advisors
Colorado
$465K -$415 -4 -0.1%
RJT
452
Raymond James Trust
Florida
$463K -$17.7K -170 -4%
SEIA
453
Signature Estate & Investment Advisors
California
$461K -$398K -3,828 -47%
BCI
454
Brinker Capital Investments
Pennsylvania
$461K +$208K +2,000 +88%
OPS
455
Orion Portfolio Solutions
Nebraska
$461K +$208K +2,000 +88%
DWT
456
Dorsey & Whitney Trust
South Dakota
$457K +$441K +4,243 New
QPWM
457
Quadrant Private Wealth Management
Pennsylvania
$452K +$75K +722 +21%
FA
458
Fiducient Advisors
Illinois
$452K +$519 +5 +0.1%
QCG
459
Quadrant Capital Group
Ohio
$448K – – –
BI
460
Beckerman Institutional
New Jersey
$445K +$429K +4,129 New
IFA
461
Index Fund Advisors
California
$443K +$1.04K +10 +0.2%
GAM
462
Gotham Asset Management
New York
$442K – – –
LA
463
Lane & Associates
New Jersey
$438K -$3.95K -38 -0.9%
CPSAC
464
Chas P. Smith & Associates (CPS)
Florida
$434K -$21.7K -209 -5%
MCM
465
Maple Capital Management
Vermont
$430K -$15.2K -146 -4%
VCP
466
Vista Capital Partners
Oregon
$428K – – –
KFP
467
KMG Fiduciary Partners
Ohio
$428K – – –
CIA
468
Capital Investment Advisors
Georgia
$427K – – –
SFC
469
SYM Financial Corp
Indiana
$427K – – –
VNA
470
Valley National Advisers
Pennsylvania
$426K – – –
HNB
471
Hilltop National Bank
Wyoming
$425K -$51.4K -495 -11%
MCCA
472
Mill Creek Capital Advisors
Pennsylvania
$414K -$81.4K -784 -17%
MWA
473
Monograph Wealth Advisors
California
$414K – – –
WS
474
Wedbush Securities
California
$411K -$13.7K -132 -3%
JF
475
JSF Financial
California
$411K +$3.74K +36 +1%
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19
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