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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
526
Brandywine Oak Private Wealth
Pennsylvania
$235K -$18.2K -197 -6%
FA
527
Fiducient Advisors
Illinois
$235K – – –
FWTB
528
First Western Trust Bank
Colorado
$232K – – –
T
529
TNF
Montana
$231K -$2.18M -23,610 -90%
CPWMP
530
Cardinal Point Wealth Management Partners
California
$229K – – –
SSB
531
Sandy Spring Bank
Maryland
$227K -$18.5K -200 -7%
EWM
532
Endurance Wealth Management
Rhode Island
$227K – – –
MWM
533
Merriman Wealth Management
Washington
$225K -$18.3K -198 -7%
CWA
534
CM Wealth Advisors
Ohio
$221K – – –
PP
535
Prosperity Planning
Missouri
$220K – – –
CW
536
Connectus Wealth
Ohio
$219K – – –
LF
537
Lantz Financial
Illinois
$217K -$490K -5,292 -67%
WCP
538
Wick Capital Partners
Pennsylvania
$216K +$243K +2,625 New
BFS
539
Bradley Foster & Sargent
Connecticut
$215K -$3.7K -40 -2%
SB
540
Simmons Bank
Arkansas
$214K -$917K -9,906 -79%
QCIG
541
Quad-Cities Investment Group
Iowa
$214K -$11.8K -127 -5%
FP
542
Financial Perspectives
Minnesota
$213K +$1.76K +19 +0.7%
SIC
543
Sigma Investment Counselors
Michigan
$211K – – –
IWA
544
Inspirion Wealth Advisors
Illinois
$210K -$155K -1,670 -40%
BBHC
545
Brown Brothers Harriman & Co
New York
$210K – – –
VVP
546
Venture Visionary Partners
Ohio
$210K – – –
LBC
547
Lowe Brockenbrough & Co
Virginia
$209K – – –
NCM
548
Narwhal Capital Management
Georgia
$209K – – –
AWA
549
Arete Wealth Advisors
Illinois
$209K +$234K +2,531 New
IC
550
IEQ Capital
California
$207K +$232K +2,512 New
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