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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
476
Fusion Family Wealth
New York
$11K – – –
ME
477
McIlrath & Eck
Washington
$11K – – –
BAMG
478
Brand Asset Management Group
Missouri
$10K – – –
BAM
479
Barrett Asset Management
New York
$8K – – –
CB
480
CNB Bank
Pennsylvania
$8K – – –
RP
481
Rice Partnership
Hawaii
$8K – – –
SIS
482
Sound Income Strategies
Florida
$8K – – –
LDFR
483
Lehman & Derafelo Financial Resources
Pennsylvania
$7K – – –
MRCM
484
M&R Capital Management
New Jersey
$7K – – –
JCM
485
Jacobi Capital Management
Pennsylvania
$6K – – –
LWM
486
Liberty Wealth Management
California
$6K – – –
EI
487
Ellevest Inc
New York
$6K +$5.58K +76 New
TVWM
488
Tower View Wealth Management
Wisconsin
$5K – – –
MCM
489
Manchester Capital Management
Vermont
$5K +$4.41K +60 New
BCI
490
Brinker Capital Investments
Pennsylvania
$4K -$51.9K -706 -92%
TFGT
491
TS Financial Group (TSFG)
Illinois
$4K -$6.17K -84 -59%
RIA
492
RPG Investment Advisory
California
$3K – – –
SBL
493
Sargent Bickham Lagudis
Colorado
$3K – – –
TCOV
494
Trust Company of Vermont
Vermont
$3K +$1.47K +20 +100%
IF
495
Ironwood Financial
Arizona
$3K +$2.5K +34 New
GI
496
Gradient Investments
Minnesota
$2K +$1.62K +22 New
QAM
497
QCI Asset Management
New York
$1K – – –
RWM
498
Raffa Wealth Management
District of Columbia
$809 +$735 +10 New
CC
499
Chanos & Company
New York
– -$5.71M -76,908 Closed
SWM
500
Segment Wealth Management
Texas
– -$5.33M -71,736 Closed
18 19
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