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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
526
Brand Asset Management Group
Missouri
$401K +$387 +3 +0.1%
DT
527
Diversified Trust
Tennessee
$400K – – –
AWMM
528
Aegis Wealth Management (Maryland)
Maryland
$400K – – –
PWMA
529
Pension & Wealth Management Advisors
Massachusetts
$399K – – –
VWM
530
Valley Wealth Managers
New Jersey
$394K -$14.1K -109 -4%
CIA
531
Compass Ion Advisors
Pennsylvania
$394K +$387 +3 +0.1%
PFG
532
Pinnacle Financial Group
Illinois
$393K +$52.2K +405 +16%
DAS
533
Dynamic Advisor Solutions
Arizona
$392K -$2.97K -23 -0.8%
AUB
534
Atlantic Union Bankshares
Virginia
$391K – – –
WS
535
Wedbush Securities
California
$391K -$7.35K -57 -2%
PAS
536
Park Avenue Securities
New York
$390K +$368K +2,856 New
CWS
537
Confluence Wealth Services
Pennsylvania
$386K +$129 +1 +0%
SYBT
538
Stock Yards Bank & Trust
Kentucky
$385K – – –
SFA
539
Sequoia Financial Advisors
Ohio
$383K +$7.87K +61 +2%
DWP
540
Daymark Wealth Partners
Ohio
$381K +$1.42K +11 +0.4%
FSA
541
Fort Sheridan Advisors
Illinois
$381K – – –
RB
542
Renasant Bank
Mississippi
$376K -$32.3K -250 -8%
DFG
543
Dynamic Financial Group
Iowa
$375K +$13.2K +102 +4%
WH
544
Willner & Heller
California
$373K +$1.42K +11 +0.4%
WF
545
Warner Financial
Maryland
$371K +$516 +4 +0.1%
KWS
546
Keystone Wealth Services
California
$364K -$4.64K -36 -1%
KF
547
Krilogy Financial
Missouri
$363K +$47.1K +365 +16%
ASG
548
Advisory Solutions Group
Minnesota
$359K +$339K +2,630 New
LOWM
549
Laurel Oak Wealth Management
New Jersey
$356K – – –
HCP
550
Hardin Capital Partners
South Carolina
$355K – – –
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