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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
501
Mayport LLC
Massachusetts
$348K +$106 +1 +0%
SCM
502
Sage Capital Management
New Jersey
$348K +$1.05K +10 +0.3%
MCCA
503
Mill Creek Capital Advisors
Pennsylvania
$344K – – –
IWM
504
Inlight Wealth Management
Georgia
$344K – – –
JWCA
505
J.W. Cole Advisors
Florida
$342K -$146K -1,383 -28%
WT
506
Whittier Trust
California
$339K – – –
CIAS
507
Capital Investment Advisory Services
North Carolina
$339K -$175K -1,657 -32%
AFG
508
Altiora Financial Group
Ohio
$338K – – –
CCMG
509
Clark Capital Management Group
Pennsylvania
$337K +$365K +3,460 New
MWM
510
Marion Wealth Management
Pennsylvania
$336K – – –
AFP
511
Ausdal Financial Partners
Iowa
$335K -$2.43K -23 -0.7%
SWA
512
Stratos Wealth Advisors
Ohio
$334K -$25.1K -238 -7%
IIL
513
Insight Inv LLC
California
$329K – – –
SPL
514
Smart Portfolios LLC
Washington
$327K -$18.4K -174 -5%
MBT
515
Montecito Bank & Trust
California
$324K – – –
KBFS
516
Kohmann Bosshard Financial Services
Ohio
$322K +$3.17K +30 +0.9%
WDG
517
Wealth Dimensions Group
Ohio
$322K – – –
FA
518
Fiducient Advisors
Illinois
$320K +$23.7K +225 +7%
NRC
519
New Republic Capital
North Carolina
$318K +$344K +3,258 New
GC
520
Grimes & Company
Massachusetts
$316K +$950 +9 +0.3%
CIA
521
Compass Ion Advisors
Pennsylvania
$313K +$317 +3 +0.1%
CL
522
CIM LLC
New York
$311K -$4.96K -47 -1%
TA
523
TrueWealth Advisors
Alabama
$310K +$26.2K +248 +8%
FB
524
Fulton Bank
Pennsylvania
$309K -$39.8K -377 -11%
CWC
525
Carolinas Wealth Consulting
North Carolina
$305K – – –
19 20
21
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