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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
501
Altiora Financial Group
Ohio
$411K – – –
TA
502
Tactive Advisors
Florida
$410K -$4.83K -40 -1%
PSF
503
Pacific Sun Financial
California
$409K +$7.25K +60 +2%
LWL
504
Leo Wealth LLC
Texas
$406K +$966 +8 +0.2%
CL
505
CIM LLC
New York
$396K +$106K +881 +36%
KBFS
506
Kohmann Bosshard Financial Services
Ohio
$394K +$1.57K +13 +0.4%
NRC
507
New Republic Capital
North Carolina
$392K +$725 +6 +0.2%
SFC
508
SYM Financial Corp
Indiana
$386K – – –
SIC
509
Shoker Investment Counsel
Ohio
$384K -$8.46K -70 -2%
MBT
510
Montecito Bank & Trust
California
$382K – – –
GIA
511
Gladstone Institutional Advisory
Florida
$381K -$11.7K -97 -3%
SGI
512
Summit Global Investments
Utah
$375K +$9.54K +79 +3%
GC
513
Grimes & Company
Massachusetts
$372K +$483 +4 +0.1%
EW
514
Element Wealth
Mississippi
$371K +$483 +4 +0.1%
TWM
515
Thryve Wealth Management
Texas
$370K -$17.5K -145 -4%
LAM
516
Lifestyle Asset Management
Texas
$370K +$378K +3,126 New
WDG
517
Wealth Dimensions Group
Ohio
$369K -$25K -207 -6%
S
518
SimplyRich
California
$367K – – –
TA
519
TrueWealth Advisors
Alabama
$362K +$242 +2 +0.1%
SC
520
SouthState Corp
Florida
$360K +$362 +3 +0.1%
SFGM
521
Stonebridge Financial Group (Missouri)
Missouri
$359K +$362 +3 +0.1%
CPSAC
522
Chas P. Smith & Associates (CPS)
Florida
$359K – – –
GPW
523
Genesis Private Wealth
Virginia
$357K – – –
RB
524
Renasant Bank
Mississippi
$355K -$323K -2,673 -47%
VWM
525
Valley Wealth Managers
New Jersey
$355K -$50.3K -416 -12%
19 20
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