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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
526
McIlrath & Eck
Washington
$11K – – –
VCP
527
Verus Capital Partners
Arizona
$11K +$10.7K +138 New
BAMG
528
Brand Asset Management Group
Missouri
$10K – – –
SFA
529
Semmax Financial Advisors
North Carolina
$10K +$9.15K +118 New
FCA
530
FinTrust Capital Advisors
South Carolina
$10K +$9.61K +124 +2,067%
SMFS
531
Squar Milner Financial Services
California
$9K +$8.84K +114 New
BAM
532
Barrett Asset Management
New York
$8K – – –
LDFR
533
Lehman & Derafelo Financial Resources
Pennsylvania
$8K – – –
MRCM
534
M&R Capital Management
New Jersey
$8K – – –
RP
535
Rice Partnership
Hawaii
$8K – – –
SIS
536
Sound Income Strategies
Florida
$8K +$155 +2 +2%
JCM
537
Jacobi Capital Management
Pennsylvania
$7K – – –
SWM
538
Sugarloaf Wealth Management
Georgia
$7K +$6.82K +88 New
EWP
539
Engrave Wealth Partners
Texas
$7K +$7.29K +94 New
EI
540
Ellevest Inc
New York
$6K – – –
LWM
541
Liberty Wealth Management
California
$6K – – –
TVWM
542
Tower View Wealth Management
Wisconsin
$6K – – –
MCM
543
Manchester Capital Management
Vermont
$5K – – –
BCI
544
Brinker Capital Investments
Pennsylvania
$5K +$775 +10 +17%
BA
545
Ballast Advisors
Minnesota
$5K +$4.65K +60 New
TFGT
546
TS Financial Group (TSFG)
Illinois
$4K -$775 -10 -17%
RIA
547
RPG Investment Advisory
California
$4K – – –
CAAS
548
Capital Asset Advisory Services
Michigan
$4K +$3.72K +48 New
IF
549
Ironwood Financial
Arizona
$3K – – –
SBL
550
Sargent Bickham Lagudis
Colorado
$3K – – –
20 21
22
23 24