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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
501
Private Wealth Strategies
Ohio
$406K +$1.25K +13 +0.3%
MC
502
Moors & Cabot
Massachusetts
$402K +$35.1K +366 +9%
WDG
503
Wealth Dimensions Group
Ohio
$401K -$17.8K -186 -4%
SFG
504
Sovereign Financial Group
Connecticut
$398K +$428K +4,466 New
GMA
505
Goldstein Munger & Associates
California
$394K – – –
CF
506
Centaurus Financial
California
$393K +$423K +4,411 New
OPOWM
507
One Plus One Wealth Management
Florida
$393K +$423K +4,412 New
HNWAG
508
High Net Worth Advisory Group
Florida
$392K – – –
9WM
509
9258 Wealth Management
Ohio
$392K +$384 +4 +0.1%
RA
510
RFG Advisory
Alabama
$392K +$391K +4,077 New
FHC
511
First Heartland Consultants
Missouri
$387K -$1.82M -18,955 -81%
SEM
512
Strategic Equity Management
Arizona
$387K +$60K +626 +17%
BPA
513
Beacon Pointe Advisors
California
$384K -$85.9K -896 -17%
HHRDM
514
H&H Retirement Design & Management
Nevada
$377K +$372K +3,883 New
IWA
515
Inspirion Wealth Advisors
Illinois
$375K +$404K +4,215 New
PSF
516
Pacific Sun Financial
California
$370K – – –
CWP
517
Curated Wealth Partners
California
$366K – – –
WS
518
Wedbush Securities
California
$363K +$115K +1,198 +42%
VAS
519
Vestmark Advisory Solutions
Massachusetts
$360K +$388K +4,043 New
CIA
520
Capital Investment Advisors
Georgia
$356K – – –
GPA
521
Guidance Point Advisors
Massachusetts
$356K +$1.15K +12 +0.3%
VNA
522
Valley National Advisers
Pennsylvania
$355K – – –
NS
523
Newman & Schimel
Illinois
$355K +$2.01K +21 +0.5%
ANTB
524
AMG National Trust Bank
Colorado
$355K +$123K +1,280 +54%
VCP
525
Vista Capital Partners
Oregon
$354K – – –
19 20
21
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