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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
476
McGlone Suttner Wealth Management
Wisconsin
$341K +$344K +3,736 New
HWA
477
HHM Wealth Advisors
Tennessee
$341K – – –
HHRDM
478
H&H Retirement Design & Management
Nevada
$341K -$40K -434 -11%
JWCA
479
J.W. Cole Advisors
Florida
$334K -$552 -6 -0.2%
RFWA
480
RPg Family Wealth Advisory
Massachusetts
$330K +$36.3K +394 +12%
MBT
481
Montecito Bank & Trust
California
$329K – – –
WT
482
Whittier Trust
California
$328K – – –
RW
483
Regimen Wealth
Georgia
$326K +$329K +3,574 New
MCM
484
Maple Capital Management
Vermont
$320K – – –
DFC
485
DBK Financial Counsel
Ohio
$317K -$167K -1,818 -34%
AFG
486
Altiora Financial Group
Ohio
$316K +$319K +3,466 New
EI
487
Ellevest Inc
New York
$316K +$12.9K +140 +4%
MIC
488
Means Investment Company
Maine
$316K +$460 +5 +0.1%
BCG
489
Breakwater Capital Group
New Jersey
$315K +$318K +3,452 New
NP
490
NorthRock Partners
Minnesota
$315K -$15.3K -166 -5%
JE
491
JMAC Enterprises
Pennsylvania
$310K – – –
SIMM
492
Stillwater Investment Management (Minnesota)
Minnesota
$308K +$2.76K +30 +0.9%
WH
493
Willner & Heller
California
$308K +$32.7K +355 +12%
GTAM
494
Global Trust Asset Management
Florida
$307K -$11.1K -120 -3%
FCP
495
Fidelis Capital Partners
Florida
$305K +$298K +3,239 New
S
496
SimplyRich
California
$304K – – –
SFG
497
Sage Financial Group
Pennsylvania
$304K – – –
SGI
498
Summit Global Investments
Utah
$303K +$92 +1 +0%
B
499
Bensler
Washington
$303K +$276 +3 +0.1%
DIA
500
Dana Investment Advisors
Wisconsin
$302K – – –
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