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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
451
Modern Wealth Management
Kansas
$505K +$139K +1,250 +37%
WFA
452
Woodward Financial Advisors
North Carolina
$504K -$4.88K -44 -0.9%
IA
453
IFG Advisors
Missouri
$503K +$4.21K +38 +0.8%
NFG
454
Nations Financial Group
Iowa
$501K +$119K +1,070 +30%
BL
455
BFSG LLC
California
$498K -$9.42K -85 -2%
SAM
456
Silvercrest Asset Management
New York
$494K +$90.4K +816 +22%
SIC
457
Shoker Investment Counsel
Ohio
$494K – – –
NFP
458
NorthLanding Financial Partners
New York
$487K +$1.55K +14 +0.3%
BCG
459
Breakwater Capital Group
New Jersey
$485K -$8.76K -79 -2%
AWA
460
Arkadios Wealth Advisors
Georgia
$484K +$12.7K +115 +3%
GA
461
Greenspring Advisors
Maryland
$483K – – –
DAS
462
Dynamic Advisor Solutions
Arizona
$482K -$83.3K -752 -14%
PPH
463
Pure Portfolios Holdings
Oregon
$481K +$3.88K +35 +0.8%
TRIA
464
Trail Ridge Investment Advisors
Colorado
$475K -$1.33K -12 -0.3%
SCM
465
SOL Capital Management
Maryland
$474K -$26.6K -240 -5%
KFP
466
KMG Fiduciary Partners
Ohio
$469K +$38.6K +348 +9%
UFA
467
Uptown Financial Advisors
Texas
$466K +$476K +4,291 New
VCP
468
Vista Capital Partners
Oregon
$465K +$33.7K +304 +8%
DWT
469
Dorsey & Whitney Trust
South Dakota
$461K – – –
FGWP
470
Founders Grove Wealth Partners
Virginia
$460K +$470K +4,239 New
LWM
471
LJI Wealth Management
Indiana
$456K -$264K -2,386 -36%
LA
472
Lane & Associates
New Jersey
$452K +$1.88K +17 +0.4%
WPC
473
Wedmont Private Capital
Pennsylvania
$451K -$67.2K -606 -12%
IFA
474
Index Fund Advisors
California
$448K +$998 +9 +0.2%
BI
475
Beckerman Institutional
New Jersey
$447K -$1.66K -15 -0.4%
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19
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