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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
S
501
SimplyRich
California
$301K -$22.8K -232 -7%
SGI
502
Summit Global Investments
Utah
$300K – – –
MWA
503
Midland Wealth Advisors
Illinois
$297K +$300K +3,057 New
HR
504
Howe & Rusling
New York
$293K -$393 -4 -0.1%
BBPWM
505
Blue Bell Private Wealth Management
Pennsylvania
$291K – – –
GTAM
506
Global Trust Asset Management
Florida
$289K – – –
WC
507
Weil Company
California
$288K +$197 +2 +0.1%
MBFW
508
Morton Brown Family Wealth
Pennsylvania
$285K -$21.2K -216 -7%
TA
509
TrueWealth Advisors
Alabama
$285K – – –
CWC
510
Carolinas Wealth Consulting
North Carolina
$284K – – –
CAG
511
Crestwood Advisors Group
Massachusetts
$284K – – –
SC
512
SouthState Corp
Florida
$282K – – –
LBC
513
Lowe Brockenbrough & Co
Virginia
$279K – – –
TC
514
TownSquare Capital
Utah
$277K +$280K +2,845 New
MCM
515
MV Capital Management
Maryland
$275K – – –
CWS
516
Confluence Wealth Services
Pennsylvania
$273K +$197 +2 +0.1%
SPL
517
Smart Portfolios LLC
Washington
$272K +$9.83K +100 +4%
FSA
518
Fort Sheridan Advisors
Illinois
$271K – – –
MAM
519
MMA Asset Management
Pennsylvania
$271K +$98 +1 +0%
AW
520
Avion Wealth
Texas
$269K +$5.9K +60 +2%
EW
521
Element Wealth
Mississippi
$268K +$1.38K +14 +0.5%
WAP
522
Wealthcare Advisory Partners
Pennsylvania
$264K +$197 +2 +0.1%
AFA
523
American Financial Advisors
Georgia
$263K +$885 +9 +0.3%
BFS
524
Bradley Foster & Sargent
Connecticut
$260K – – –
MKW
525
Mullaney, Keating & Wright
Connecticut
$259K +$262K +2,667 New
19 20
21
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