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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
476
Monograph Wealth Advisors
California
$360K – – –
BCG
477
Breakwater Capital Group
New Jersey
$359K +$37K +379 +11%
TA
478
TrueWealth Advisors
Alabama
$357K +$195 +2 +0.1%
CCA
479
Clearwater Capital Advisors
Illinois
$356K – – –
AFP
480
Ausdal Financial Partners
Iowa
$353K -$4.59K -47 -1%
GC
481
Grimes & Company
Massachusetts
$352K +$489 +5 +0.1%
HWA
482
HHM Wealth Advisors
Tennessee
$350K – – –
SFG
483
SNS Financial Group
Minnesota
$347K -$102K -1,047 -22%
MSWM
484
McGlone Suttner Wealth Management
Wisconsin
$347K -$2.93K -30 -0.8%
MCM
485
Maple Capital Management
Vermont
$341K +$14.3K +146 +4%
AL
486
Aspiriant LLC
California
$339K +$354K +3,620 New
LWA
487
LWS Wealth Advisors
New Jersey
$338K -$28.6K -293 -8%
MBT
488
Montecito Bank & Trust
California
$337K – – –
QCG
489
Quadrant Capital Group
Ohio
$327K +$114K +1,166 +50%
DFC
490
DBK Financial Counsel
Ohio
$325K +$98 +1 +0%
AFG
491
Altiora Financial Group
Ohio
$324K – – –
NP
492
NorthRock Partners
Minnesota
$323K – – –
JE
493
JMAC Enterprises
Pennsylvania
$318K – – –
MIC
494
Means Investment Company
Maine
$317K -$7.13K -73 -2%
SIMM
495
Stillwater Investment Management (Minnesota)
Minnesota
$317K +$1.17K +12 +0.4%
LA
496
Lane & Associates
New Jersey
$316K +$78.9K +808 +31%
IA
497
IFG Advisors
Missouri
$313K +$10.4K +106 +3%
JWCA
498
J.W. Cole Advisors
Florida
$313K -$30.6K -313 -9%
S
499
SimplyRich
California
$312K – – –
SGI
500
Summit Global Investments
Utah
$311K +$98 +1 +0%
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