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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
501
CIM LLC
New York
$464K +$7.22K +56 +2%
SEIA
502
Signature Estate & Investment Advisors
California
$462K -$96.4K -747 -18%
PPC
503
Park Place Capital
Alabama
$456K -$32.3K -250 -7%
KBFS
504
Kohmann Bosshard Financial Services
Ohio
$454K +$129 +1 +0%
NRC
505
New Republic Capital
North Carolina
$454K +$1.81K +14 +0.4%
SFC
506
SYM Financial Corp
Indiana
$447K +$1.55K +12 +0.4%
GC
507
Grimes & Company
Massachusetts
$444K +$14.2K +110 +4%
SIC
508
Shoker Investment Counsel
Ohio
$444K – – –
MBT
509
Montecito Bank & Trust
California
$441K – – –
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$438K +$143K +1,105 +53%
MA
511
Mutual Advisors
Nebraska
$435K -$1.11M -8,602 -73%
EW
512
Element Wealth
Mississippi
$427K -$1.42K -11 -0.4%
DC
513
Davenport & Co
Virginia
$424K +$21.4K +166 +6%
WDG
514
Wealth Dimensions Group
Ohio
$423K -$2.32K -18 -0.6%
SGI
515
Summit Global Investments
Utah
$422K -$10.2K -79 -2%
TA
516
TrueWealth Advisors
Alabama
$418K – – –
SC
517
SouthState Corp
Florida
$415K – – –
SFGM
518
Stonebridge Financial Group (Missouri)
Missouri
$415K +$258 +2 +0.1%
GPW
519
Genesis Private Wealth
Virginia
$412K – – –
WWMP
520
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$410K +$78.4K +608 +25%
SSWM
521
Smith Salley Wealth Management
North Carolina
$405K +$59.2K +459 +18%
FB
522
Fulton Bank
Pennsylvania
$404K -$72.2K -560 -16%
CIA
523
Capital Investment Advisors
Georgia
$403K +$129 +1 +0%
FCP
524
Fidelis Capital Partners
Florida
$402K – – –
AF
525
Advisornet Financial
Minnesota
$402K +$3.74K +29 +1%
19 20
21
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