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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
476
McDonald Partners
Ohio
$255K +$379 +4 +0.2%
DIA
477
Dana Investment Advisors
Wisconsin
$252K – – –
PA
478
PFG Advisors
Arizona
$252K – – –
JWM
479
Jeppson Wealth Management
California
$251K – – –
FP
480
Financial Perspectives
Minnesota
$250K +$1.99K +21 +0.9%
TA
481
Tiedemann Advisors
New York
$245K +$230K +2,428 New
HCM
482
Hollencrest Capital Management
California
$245K +$230K +2,431 New
KL
483
KWMG LLC
Kansas
$244K +$229K +2,419 New
BBNA
484
Bremer Bank National Association
Minnesota
$241K -$16.3K -172 -7%
MCM
485
Mainstay Capital Management
Michigan
$240K +$225K +2,381 New
AP
486
Atwood & Palmer
Missouri
$239K – – –
RRC
487
Relaxing Retirement Coach
Massachusetts
$239K +$224K +2,370 New
SWRP
488
Summit Wealth & Retirement Planning
California
$238K +$224K +2,364 New
MA
489
Mezzasalma Advisors
New Jersey
$235K -$30.7K -324 -12%
FCBT
490
First Citizens Bank & Trust
North Carolina
$234K +$220K +2,322 New
WFA
491
Wellspring Financial Advisors
Ohio
$234K +$222K +2,344 New
F
492
F3Logic
Minnesota
$227K +$214K +2,262 New
CL
493
Choreo LLC
Illinois
$226K +$212K +2,241 New
GL
494
Graypoint LLC
New York
$224K +$211K +2,224 New
SFWA
495
Summit Financial Wealth Advisors
Louisiana
$223K +$259K +2,740 New
PAM
496
Peak Asset Management
Colorado
$222K +$208K +2,200 New
VVP
497
Venture Visionary Partners
Ohio
$221K +$208K +2,198 New
CPWM
498
Cardinal Point Wealth Management
California
$219K +$206K +2,174 New
MC
499
Moors & Cabot
Massachusetts
$218K +$205K +2,165 New
MWPCG
500
Measured Wealth Private Client Group
New Hampshire
$217K +$204K +2,158 New
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