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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
476
Lane & Associates
New Jersey
$310K – – –
AFG
477
Altiora Financial Group
Ohio
$309K – – –
TA
478
TrueWealth Advisors
Alabama
$309K -$33.3K -350 -9%
AWM
479
Aprio Wealth Management
Georgia
$304K +$325K +3,408 New
JE
480
JMAC Enterprises
Pennsylvania
$303K – – –
BFG
481
Bleakley Financial Group
New Jersey
$303K -$189K -1,986 -37%
SS
482
Simplicity Solutions
Minnesota
$303K -$188K -1,970 -37%
WT
483
Whittier Trust
California
$298K +$4.29K +45 +1%
IA
484
IFG Advisors
Missouri
$297K +$22.9K +240 +8%
EFS
485
Essex Financial Services
Connecticut
$297K +$12.1K +127 +4%
FNBT
486
FineMark National Bank & Trust
Florida
$296K -$3.05K -32 -1%
CAG
487
Crestwood Advisors Group
Massachusetts
$295K +$315K +3,305 New
ML
488
Mayport LLC
Massachusetts
$295K – – –
RPSA
489
Richard P. Slaughter Associates
Texas
$295K -$97.3K -1,022 -24%
B
490
Bensler
Washington
$293K – – –
CIR
491
Clear Investment Research
Georgia
$290K +$3.52K +37 +1%
QCM
492
Quantinno Capital Management
New York
$288K – – –
MFC
493
Mechanics Financial Corp
Ohio
$288K – – –
KWS
494
Keystone Wealth Services
California
$285K -$27K -284 -8%
KBFS
495
Kohmann Bosshard Financial Services
Ohio
$284K – – –
GTAM
496
Global Trust Asset Management
Florida
$283K -$4.19K -44 -1%
PIA
497
Panoramic Investment Advisors
Colorado
$281K +$300K +3,155 New
FCP
498
Fidelis Capital Partners
Florida
$278K -$41.6K -437 -12%
FIA
499
Foundations Investment Advisors
Arizona
$278K +$296K +3,111 New
JWCA
500
J.W. Cole Advisors
Florida
$277K +$667 +7 +0.2%
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20
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