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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
476
Summit Financial Wealth Advisors
Louisiana
$535K – – –
RPCONE
477
Retirement Planning Company of New England
Rhode Island
$534K -$19.1K -148 -4%
BI
478
Breachway Investments
Rhode Island
$529K +$7.74K +60 +2%
MWA
479
Monograph Wealth Advisors
California
$525K – – –
C
480
Certuity
Florida
$525K – – –
MSWM
481
McGlone Suttner Wealth Management
Wisconsin
$520K – – –
BL
482
BFSG LLC
California
$509K – – –
LWM
483
LJI Wealth Management
Indiana
$508K -$2.06K -16 -0.4%
QCM
484
QRG Capital Management
Illinois
$506K +$477K +3,701 New
MCM
485
Maple Capital Management
Vermont
$505K – – –
VAS
486
Vestmark Advisory Solutions
Massachusetts
$504K -$24M -186,308 -98%
CCMG
487
Clark Capital Management Group
Pennsylvania
$503K – – –
FAL
488
Focused Alpha LLC
Colorado
$503K – – –
SCM
489
Sage Capital Management
New Jersey
$494K +$903 +7 +0.2%
VA
490
Valmark Advisers
Ohio
$491K – – –
ML
491
Mayport LLC
Massachusetts
$489K +$129 +1 +0%
BFAG
492
Blackston Financial Advisory Group
Florida
$489K -$6.45K -50 -1%
EWA
493
ERTS Wealth Advisors
Michigan
$489K -$27.7K -215 -6%
HWM
494
HBE Wealth Management
Nebraska
$487K – – –
CI
495
Conning Inc
Connecticut
$486K – – –
GHA
496
GW Henssler & Associates
Georgia
$484K -$74.4K -577 -14%
WT
497
Whittier Trust
California
$475K – – –
AFG
498
Altiora Financial Group
Ohio
$474K – – –
FFN
499
Focus Financial Network
Minnesota
$473K -$4.39K -34 -1%
FIA
500
Foundations Investment Advisors
Arizona
$471K -$169K -1,309 -28%
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20
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