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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
501
Valley Wealth Managers
New Jersey
$388K -$89.8K -801 -19%
PSF
502
Pacific Sun Financial
California
$386K -$4.48K -40 -1%
HF
503
HRT Financial
New York
$381K -$503K -4,490 -57%
WDG
504
Wealth Dimensions Group
Ohio
$378K – – –
SIC
505
Shoker Investment Counsel
Ohio
$377K -$67K -598 -15%
GIA
506
Gladstone Institutional Advisory
Florida
$376K -$55.1K -492 -13%
KBFS
507
Kohmann Bosshard Financial Services
Ohio
$376K +$112 +1 +0%
NRC
508
New Republic Capital
North Carolina
$376K +$1.68K +15 +0.5%
TWM
509
Thryve Wealth Management
Texas
$372K +$367K +3,271 New
SFC
510
SYM Financial Corp
Indiana
$371K – – –
NCM
511
Next Capital Management
New York
$367K – – –
MBT
512
Montecito Bank & Trust
California
$367K – – –
CFO
513
Callan Family Office
Pennsylvania
$357K +$352K +3,142 New
GC
514
Grimes & Company
Massachusetts
$357K -$2.69K -24 -0.8%
EW
515
Element Wealth
Mississippi
$356K +$1.34K +12 +0.4%
WS
516
Wedbush Securities
California
$355K -$1.79K -16 -0.5%
AUB
517
Atlantic Union Bankshares
Virginia
$355K – – –
S
518
SimplyRich
California
$352K – – –
SGI
519
Summit Global Investments
Utah
$351K – – –
SIS
520
Sound Income Strategies
Florida
$350K -$6.72K -60 -2%
TA
521
TrueWealth Advisors
Alabama
$348K -$112 -1 -0%
KWS
522
Keystone Wealth Services
California
$348K -$448 -4 -0.1%
SC
523
SouthState Corp
Florida
$345K -$18.3K -163 -5%
SFGM
524
Stonebridge Financial Group (Missouri)
Missouri
$345K +$339K +3,029 New
CPSAC
525
Chas P. Smith & Associates (CPS)
Florida
$344K +$339K +3,027 New
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