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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
501
Sage Capital Management
New Jersey
$348K +$1.05K +10 +0.3%
MCCA
502
Mill Creek Capital Advisors
Pennsylvania
$344K – – –
IWM
503
Inlight Wealth Management
Georgia
$344K – – –
JWCA
504
J.W. Cole Advisors
Florida
$342K -$146K -1,383 -28%
WT
505
Whittier Trust
California
$339K – – –
CIAS
506
Capital Investment Advisory Services
North Carolina
$339K -$175K -1,657 -32%
AFG
507
Altiora Financial Group
Ohio
$338K – – –
CCMG
508
Clark Capital Management Group
Pennsylvania
$337K +$365K +3,460 New
MWM
509
Marion Wealth Management
Pennsylvania
$336K – – –
AFP
510
Ausdal Financial Partners
Iowa
$335K -$2.43K -23 -0.7%
SWA
511
Stratos Wealth Advisors
Ohio
$334K -$25.1K -238 -7%
IIL
512
Insight Inv LLC
California
$329K – – –
SPL
513
Smart Portfolios LLC
Washington
$327K -$18.4K -174 -5%
MBT
514
Montecito Bank & Trust
California
$324K – – –
KBFS
515
Kohmann Bosshard Financial Services
Ohio
$322K +$3.17K +30 +0.9%
WDG
516
Wealth Dimensions Group
Ohio
$322K – – –
FA
517
Fiducient Advisors
Illinois
$320K +$23.7K +225 +7%
NRC
518
New Republic Capital
North Carolina
$318K +$344K +3,258 New
GC
519
Grimes & Company
Massachusetts
$316K +$950 +9 +0.3%
CIA
520
Compass Ion Advisors
Pennsylvania
$313K +$317 +3 +0.1%
CL
521
CIM LLC
New York
$311K -$4.96K -47 -1%
TA
522
TrueWealth Advisors
Alabama
$310K +$26.2K +248 +8%
FB
523
Fulton Bank
Pennsylvania
$309K -$39.8K -377 -11%
CWC
524
Carolinas Wealth Consulting
North Carolina
$305K – – –
S
525
SimplyRich
California
$302K – – –
19 20
21
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