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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
476
Sandy Spring Bank
Maryland
$308K +$21K +200 +7%
AIA
477
Arcadia Investment Advisors
Idaho
$304K – – –
MC
478
Moors & Cabot
Massachusetts
$303K +$39.5K +377 +15%
WS
479
Wedbush Securities
California
$302K +$18.1K +173 +6%
FA
480
Fiducient Advisors
Illinois
$300K -$5.97K -57 -2%
HR
481
Hardy Reed
Mississippi
$298K -$2.62K -25 -0.9%
AW
482
Avion Wealth
Texas
$298K – – –
BMCM
483
Bryn Mawr Capital Management
Pennsylvania
$298K +$299K +2,848 New
NL
484
Navalign LLC
California
$294K -$60.2K -574 -17%
TFS
485
Thoroughbred Financial Services
Tennessee
$294K – – –
SFWA
486
Summit Financial Wealth Advisors
Louisiana
$294K +$287K +2,740 New
BFO
487
Boston Family Office
Massachusetts
$290K +$291K +2,775 New
EWM
488
Endurance Wealth Management
Rhode Island
$288K -$9.96K -95 -3%
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$287K -$53K -506 -16%
FWA
490
FSC Wealth Advisors
New York
$286K +$287K +2,741 New
ATIA
491
American Trust Investment Advisors
New Hampshire
$284K – – –
CPWMP
492
Cardinal Point Wealth Management Partners
California
$282K +$283K +2,696 New
WCF
493
West Coast Financial
California
$281K +$282K +2,692 New
PP
494
Prosperity Planning
Missouri
$279K – – –
WH
495
Willner & Heller
California
$279K +$291K +2,772 New
DAS
496
Dynamic Advisor Solutions
Arizona
$276K +$277K +2,638 New
QCIG
497
Quad-Cities Investment Group
Iowa
$274K +$47.4K +452 +21%
PPW
498
Parcion Private Wealth
Washington
$268K +$54.3K +518 +26%
VVP
499
Venture Visionary Partners
Ohio
$267K – – –
BBHC
500
Brown Brothers Harriman & Co
New York
$266K – – –
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