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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
501
Montecito Bank & Trust
California
$358K – – –
KBFS
502
Kohmann Bosshard Financial Services
Ohio
$353K – – –
BFO
503
Boston Family Office
Massachusetts
$352K – – –
GC
504
Grimes & Company
Massachusetts
$351K -$4.67K -45 -1%
AFP
505
Ausdal Financial Partners
Iowa
$351K -$1.56K -15 -0.5%
WH
506
Willner & Heller
California
$345K +$1.76K +17 +0.5%
AF
507
Amara Financial
California
$334K +$323K +3,106 New
MC
508
Moors & Cabot
Massachusetts
$334K -$8.2K -79 -2%
S
509
SimplyRich
California
$333K – – –
SGI
510
Summit Global Investments
Utah
$332K – – –
CIA
511
Compass Ion Advisors
Pennsylvania
$332K +$831 +8 +0.3%
EW
512
Element Wealth
Mississippi
$329K +$30.5K +294 +11%
CFGS
513
Concourse Financial Group Securities
Alabama
$326K -$42.9K -413 -12%
SC
514
SouthState Corp
Florida
$325K +$13K +125 +4%
HR
515
Howe & Rusling
New York
$325K – – –
B
516
Bensler
Washington
$324K -$29.2K -281 -9%
DC
517
Davenport & Co
Virginia
$320K +$42.7K +411 +16%
GTAM
518
Global Trust Asset Management
Florida
$320K – – –
SPL
519
Smart Portfolios LLC
Washington
$320K +$17.9K +172 +6%
RWP
520
RWA Wealth Partners
Massachusetts
$320K -$200K -1,923 -39%
TA
521
TrueWealth Advisors
Alabama
$316K – – –
CL
522
CIM LLC
New York
$315K – – –
CWC
523
Carolinas Wealth Consulting
North Carolina
$315K – – –
CAG
524
Crestwood Advisors Group
Massachusetts
$314K – – –
AF
525
Advisornet Financial
Minnesota
$308K -$181K -1,742 -38%
19 20
21
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