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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
501
Kohmann Bosshard Financial Services
Ohio
$353K – – –
BFO
502
Boston Family Office
Massachusetts
$352K – – –
GC
503
Grimes & Company
Massachusetts
$351K -$4.67K -45 -1%
AFP
504
Ausdal Financial Partners
Iowa
$351K -$1.56K -15 -0.5%
WH
505
Willner & Heller
California
$345K +$1.76K +17 +0.5%
AF
506
Amara Financial
California
$334K +$323K +3,106 New
MC
507
Moors & Cabot
Massachusetts
$334K -$8.2K -79 -2%
S
508
SimplyRich
California
$333K – – –
SGI
509
Summit Global Investments
Utah
$332K – – –
CIA
510
Compass Ion Advisors
Pennsylvania
$332K +$831 +8 +0.3%
EW
511
Element Wealth
Mississippi
$329K +$30.5K +294 +11%
CFGS
512
Concourse Financial Group Securities
Alabama
$326K -$42.9K -413 -12%
SC
513
SouthState Corp
Florida
$325K +$13K +125 +4%
HR
514
Howe & Rusling
New York
$325K – – –
B
515
Bensler
Washington
$324K -$29.2K -281 -9%
DC
516
Davenport & Co
Virginia
$320K +$42.7K +411 +16%
GTAM
517
Global Trust Asset Management
Florida
$320K – – –
SPL
518
Smart Portfolios LLC
Washington
$320K +$17.9K +172 +6%
RWP
519
RWA Wealth Partners
Massachusetts
$320K -$200K -1,923 -39%
TA
520
TrueWealth Advisors
Alabama
$316K – – –
CL
521
CIM LLC
New York
$315K – – –
CWC
522
Carolinas Wealth Consulting
North Carolina
$315K – – –
CAG
523
Crestwood Advisors Group
Massachusetts
$314K – – –
AF
524
Advisornet Financial
Minnesota
$308K -$181K -1,742 -38%
WI
525
Wintrust Investments
Illinois
$306K -$2.63M -25,327 -90%
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