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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
476
Whittier Trust
California
$296K – – –
BFAG
477
Blackston Financial Advisory Group
Florida
$295K -$31.6K -342 -10%
SWM
478
Southern Wealth Management
Texas
$294K +$289K +3,119 New
CL
479
CIM LLC
New York
$290K -$59.9K -647 -17%
PPW
480
Parcion Private Wealth
Washington
$290K – – –
OWA
481
Outlook Wealth Advisors
Texas
$288K -$8.79K -95 -3%
KFI
482
Key Financial Inc
Pennsylvania
$288K -$8.42K -91 -3%
GTAM
483
Global Trust Asset Management
Florida
$287K – – –
MIC
484
Means Investment Company
Maine
$285K +$833 +9 +0.3%
JE
485
JMAC Enterprises
Pennsylvania
$280K – – –
CFG
486
Cooper Financial Group
California
$276K -$407K -4,398 -57%
SIMM
487
Stillwater Investment Management (Minnesota)
Minnesota
$276K – – –
SFG
488
Sage Financial Group
Pennsylvania
$274K – – –
S
489
SimplyRich
California
$274K – – –
SGI
490
Summit Global Investments
Utah
$274K +$93 +1 +0%
EI
491
Ellevest Inc
New York
$274K +$5.74K +62 +2%
DIA
492
Dana Investment Advisors
Wisconsin
$273K -$19.1K -206 -6%
CIR
493
Clear Investment Research
Georgia
$273K -$3.7K -40 -1%
B
494
Bensler
Washington
$273K +$555 +6 +0.2%
ML
495
Mayport LLC
Massachusetts
$272K – – –
SC
496
SouthState Corp
Florida
$268K – – –
HI
497
HBK Investments
Texas
$268K +$301K +3,249 New
WFA
498
Wipfli Financial Advisors
Wisconsin
$268K +$301K +3,253 New
MFC
499
Mechanics Financial Corp
Ohio
$266K – – –
BCA
500
Bay Colony Advisors
Massachusetts
$266K +$6.66K +72 +2%
18 19
20
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