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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
476
Dakota Wealth Management
Florida
$344K -$119K -1,213 -26%
MWM
477
Modern Wealth Management
Kansas
$341K +$7.67K +78 +2%
GIA
478
Gladstone Institutional Advisory
Florida
$340K +$44.4K +452 +15%
QPWM
479
Quadrant Private Wealth Management
Pennsylvania
$339K +$342K +3,480 New
AFG
480
Altiora Financial Group
Ohio
$337K – – –
CFGS
481
Concourse Financial Group Securities
Alabama
$335K -$41.3K -420 -11%
JE
482
JMAC Enterprises
Pennsylvania
$331K – – –
WT
483
Whittier Trust
California
$325K – – –
MBT
484
Montecito Bank & Trust
California
$323K -$24.6K -250 -7%
GC
485
Grimes & Company
Massachusetts
$321K +$23.1K +235 +8%
B
486
Bensler
Washington
$320K +$295 +3 +0.1%
KBFS
487
Kohmann Bosshard Financial Services
Ohio
$319K +$98 +1 +0%
AFP
488
Ausdal Financial Partners
Iowa
$318K -$2.56K -26 -0.8%
BFO
489
Boston Family Office
Massachusetts
$318K -$129K -1,312 -29%
RPSA
490
Richard P. Slaughter Associates
Texas
$316K +$7.17K +73 +2%
CIA
491
Compass Ion Advisors
Pennsylvania
$316K – – –
SIS
492
Sound Income Strategies
Florida
$315K -$2.8M -28,519 -90%
MAM
493
Milestone Asset Management
Pennsylvania
$314K -$1.99M -20,258 -86%
QCM
494
Quantinno Capital Management
New York
$314K – – –
NWMG
495
National Wealth Management Group
Ohio
$310K -$791K -8,047 -72%
WH
496
Willner & Heller
California
$310K -$37.1K -377 -11%
MC
497
Moors & Cabot
Massachusetts
$309K -$688 -7 -0.2%
LPP
498
Life Planning Partners
Florida
$306K -$983 -10 -0.3%
CL
499
CIM LLC
New York
$305K -$16.7K -170 -5%
KWS
500
Keystone Wealth Services
California
$305K – – –
18 19
20
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