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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
476
Global Retirement Partners
California
$403K -$176K -1,769 -31%
CWM
477
Cornerstone Wealth Management
Missouri
$401K +$185K +1,861 +91%
CFP
478
Cypress Financial Planning
New Jersey
$397K +$33.9K +342 +10%
CFGS
479
Concourse Financial Group Securities
Alabama
$397K -$32.3K -325 -8%
RCAG
480
Rehmann Capital Advisory Group
Michigan
$396K -$695 -7 -0.2%
MWA
481
Monograph Wealth Advisors
California
$395K – – –
JF
482
JSF Financial
California
$392K -$67.4K -679 -15%
MSWM
483
McGlone Suttner Wealth Management
Wisconsin
$391K +$9.92K +100 +3%
CCA
484
Clearwater Capital Advisors
Illinois
$391K – – –
SYBT
485
Stock Yards Bank & Trust
Kentucky
$384K – – –
RIA
486
Realta Investment Advisors
Delaware
$379K -$19.4K -195 -5%
9WM
487
9258 Wealth Management
Ohio
$377K -$26.5K -267 -7%
WSTAM
488
Wilbanks Smith & Thomas Asset Management
Virginia
$373K – – –
IA
489
IFG Advisors
Missouri
$368K +$51.1K +515 +17%
MBT
490
Montecito Bank & Trust
California
$367K -$2.48K -25 -0.7%
ML
491
Mayport LLC
Massachusetts
$367K +$99 +1 +0%
WH
492
Willner & Heller
California
$366K +$3.47K +35 +1%
TFS
493
Thoroughbred Financial Services
Tennessee
$366K +$119K +1,199 +51%
ACM
494
Advisors Capital Management
New Jersey
$362K -$123K -1,243 -26%
NFG
495
Nations Financial Group
Iowa
$360K -$1.89K -19 -0.5%
AFG
496
Altiora Financial Group
Ohio
$356K – – –
MWM
497
Modern Wealth Management
Kansas
$352K -$44.6K -449 -12%
JE
498
JMAC Enterprises
Pennsylvania
$349K – – –
SWM
499
SigFig Wealth Management
California
$345K -$5.76M -58,016 -95%
WT
500
Whittier Trust
California
$343K – – –
18 19
20
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