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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
526
Financial Freedom LLC
Ohio
$274K +$277K +3,003 New
PAM
527
Peak Asset Management
Colorado
$271K – – –
WPC
528
Wedmont Private Capital
Pennsylvania
$266K -$24.3K -264 -9%
AIA
529
Arcadia Investment Advisors
Idaho
$266K – – –
QPWM
530
Quadrant Private Wealth Management
Pennsylvania
$262K +$264K +2,867 New
HR
531
Hardy Reed
Mississippi
$261K +$263K +2,855 New
SPL
532
Smart Portfolios LLC
Washington
$260K +$262K +2,844 New
OC
533
Oppenheimer & Co
New York
$260K +$262K +2,843 New
FA
534
Fiducient Advisors
Illinois
$258K -$2.58K -28 -1%
EW
535
Element Wealth
Mississippi
$256K -$20.6K -224 -7%
EWM
536
Endurance Wealth Management
Rhode Island
$252K – – –
SSB
537
Sandy Spring Bank
Maryland
$251K – – –
CWS
538
Confluence Wealth Services
Pennsylvania
$251K +$253K +2,746 New
SFWA
539
Summit Financial Wealth Advisors
Louisiana
$250K – – –
VCM
540
Vivaldi Capital Management
Illinois
$250K +$23K +250 +10%
MAM
541
MMA Asset Management
Pennsylvania
$248K -$28.8K -313 -10%
EL
542
EQ LLC
Washington
$242K +$14.7K +160 +6%
AW
543
Avion Wealth
Texas
$238K – – –
CPWMP
544
Cardinal Point Wealth Management Partners
California
$235K -$11.1K -120 -4%
CPCM
545
Cardinal Point Capital Management
Ontario, Canada
$235K +$237K +2,576 New
BFS
546
Bradley Foster & Sargent
Connecticut
$235K -$3.87K -42 -2%
LA
547
Lane & Associates
New Jersey
$234K +$236K +2,566 New
BBHC
548
Brown Brothers Harriman & Co
New York
$232K – – –
LBC
549
Lowe Brockenbrough & Co
Virginia
$232K – – –
PP
550
Prosperity Planning
Missouri
$232K – – –
20 21
22
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