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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
501
Moisand Fitzgerald Tamayo
Florida
$214K +$189 +2 +0.1%
AB
502
Atlas Brown
Kentucky
$214K +$201K +2,120 New
DW
503
Domani Wealth
Pennsylvania
$213K +$200K +2,114 New
GC
504
Garde Capital
Washington
$212K – – –
HIMC
505
Heritage Investors Management Corp
Maryland
$212K +$199K +2,100 New
CGA
506
Crescent Grove Advisors
Illinois
$212K +$200K +2,108 New
KCM
507
Kendall Capital Management
Maryland
$211K +$199K +2,098 New
MFW
508
Meristem Family Wealth
Minnesota
$209K +$196K +2,070 New
BFS
509
Bickling Financial Services
Massachusetts
$208K +$196K +2,069 New
VFA
510
Valeo Financial Advisors
Indiana
$206K -$35.2K -372 -15%
BFM
511
Boston Financial Management
Massachusetts
$206K +$193K +2,040 New
NEWAS
512
N.E.W. Advisory Services
Wisconsin
$205K -$124K -1,310 -39%
BPA
513
Beacon Pointe Advisors
California
$205K -$76K -803 -28%
SG
514
StoneX Group
New York
$205K +$193K +2,037 New
JPLA
515
Joseph P. Lucia & Associates
New York
$203K – – –
AC
516
Abbrea Capital
California
$203K +$191K +2,016 New
FA
517
FDx Advisors
Illinois
$203K +$191K +2,016 New
DL
518
DOHJ LLC
Washington
$202K +$190K +2,009 New
HI
519
Harbour Investments
Wisconsin
$197K +$185K +1,954 New
AIM
520
Anchor Investment Management
South Carolina
$196K +$184K +1,942 New
CA
521
Clearstead Advisors
Ohio
$193K – – –
CFD
522
Creative Financial Designs
Indiana
$184K +$7.86K +83 +5%
SSW
523
Smith Shellnut Wilson
Mississippi
$184K +$54.4K +575 +46%
PMFA
524
Plante Moran Financial Advisors
Michigan
$180K +$11.5K +122 +7%
PSIWM
525
Paradigm Strategies in Wealth Management
Minnesota
$180K +$169K +1,790 New
19 20
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