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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
501
Capital Investment Advisory Services
North Carolina
$310K +$5.47K +56 +2%
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$309K +$98 +1 +0%
ML
503
Mayport LLC
Massachusetts
$309K – – –
WT
504
Whittier Trust
California
$308K -$29.3K -300 -8%
SF
505
Safeguard Financial
Wisconsin
$308K – – –
B
506
Bensler
Washington
$307K -$3.52K -36 -1%
EI
507
Ellevest Inc
New York
$305K -$19.5K -200 -6%
GRP
508
Global Retirement Partners
California
$302K +$155K +1,584 +87%
MFC
509
Mechanics Financial Corp
Ohio
$302K – – –
RFWA
510
RPg Family Wealth Advisory
Massachusetts
$301K -$38.5K -394 -11%
GTAM
511
Global Trust Asset Management
Florida
$301K -$14.7K -150 -4%
CIR
512
Clear Investment Research
Georgia
$301K -$195 -2 -0.1%
SCI
513
Stableford Capital II
Arizona
$300K +$321K +3,286 New
KBFS
514
Kohmann Bosshard Financial Services
Ohio
$298K – – –
SWM
515
Southern Wealth Management
Texas
$294K +$1.07K +11 +0.4%
GFA
516
Gallagher Fiduciary Advisors
Illinois
$291K +$304K +3,114 New
LT
517
Legacy Trust
Michigan
$290K – – –
TC
518
TownSquare Capital
Utah
$290K +$303K +3,098 New
DC
519
Davenport & Co
Virginia
$290K +$5.08K +52 +2%
PA
520
PFG Advisors
Arizona
$289K -$115K -1,180 -28%
SSB
521
Sandy Spring Bank
Maryland
$286K +$30.2K +309 +11%
OSAM
522
O'Shaughnessy Asset Management
Connecticut
$283K – – –
HR
523
Howe & Rusling
New York
$282K – – –
FFL
524
Financial Freedom LLC
Ohio
$282K +$489 +5 +0.2%
PAM
525
Peak Asset Management
Colorado
$278K – – –
19 20
21
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