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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
$433K – – –
CI
477
Conning Inc
Connecticut
$429K – – –
PMFA
478
Plante Moran Financial Advisors
Michigan
$425K +$210K +1,878 +101%
LWM
479
LJI Wealth Management
Indiana
$425K – – –
BL
480
BFSG LLC
California
$424K -$39.2K -350 -9%
SAI
481
Savvy Advisors Inc
New York
$424K – – –
DWM
482
Dakota Wealth Management
Florida
$423K +$11.7K +104 +3%
MCM
483
Maple Capital Management
Vermont
$420K – – –
WT
484
Whittier Trust
California
$415K – – –
TCA
485
Transcend Capital Advisors
New Jersey
$414K +$64.9K +579 +19%
DAS
486
Dynamic Advisor Solutions
Arizona
$413K -$23.8K -212 -6%
SCM
487
Sage Capital Management
New Jersey
$410K +$672 +6 +0.2%
VA
488
Valmark Advisers
Ohio
$409K -$3.92K -35 -1%
ML
489
Mayport LLC
Massachusetts
$407K +$112 +1 +0%
CCMG
490
Clark Capital Management Group
Pennsylvania
$406K – – –
HWM
491
HBE Wealth Management
Nebraska
$405K +$399K +3,563 New
IWM
492
Inlight Wealth Management
Georgia
$401K – – –
FB
493
Fulton Bank
Pennsylvania
$400K – – –
BTI
494
Blue Trust Inc
Georgia
$399K +$273K +2,435 +226%
TA
495
Tactive Advisors
Florida
$398K -$36.8K -328 -9%
AFG
496
Altiora Financial Group
Ohio
$394K – – –
PNFS
497
PW Nova Financial Services
Pennsylvania
$390K +$381K +3,399 New
MWM
498
Modern Wealth Management
Kansas
$390K -$16.8K -150 -4%
LWL
499
Leo Wealth LLC
Texas
$389K +$4.93K +44 +1%
VWM
500
Valley Wealth Managers
New Jersey
$388K -$89.8K -801 -19%
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