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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
526
Confluence Wealth Services
Pennsylvania
$261K +$91 +1 +0%
T
527
TNF
Montana
$252K – – –
MAM
528
MMA Asset Management
Pennsylvania
$249K +$91 +1 +0%
PAM
529
Peak Asset Management
Colorado
$249K -$31.9K -349 -12%
FP
530
Financial Perspectives
Minnesota
$248K +$5.39K +59 +2%
BF
531
Blankinship & Foster
California
$247K -$149K -1,634 -39%
SIC
532
Sigma Investment Counselors
Michigan
$246K +$14.2K +155 +6%
BWP
533
Baldwin Wealth Partners
Massachusetts
$245K +$39.7K +434 +20%
CPCM
534
Cardinal Point Capital Management
Ontario, Canada
$245K – – –
BBHC
535
Brown Brothers Harriman & Co
New York
$242K – – –
LBC
536
Lowe Brockenbrough & Co
Virginia
$241K – – –
DJYG
537
David J. Yvars Group
Florida
$241K -$131K -1,430 -36%
KOC
538
Koss-Olinger Consulting
Florida
$241K +$366 +4 +0.2%
CT
539
Columbia Trust
Oregon
$240K -$6.49K -71 -3%
IWA
540
Inspirion Wealth Advisors
Illinois
$240K +$91 +1 +0%
PP
541
Prosperity Planning
Missouri
$240K – – –
NCM
542
Narwhal Capital Management
Georgia
$239K -$1.55K -17 -0.7%
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$239K – – –
TW
544
TrinityPoint Wealth
Connecticut
$239K +$229K +2,509 New
PPW
545
Parcion Private Wealth
Washington
$239K – – –
EW
546
Element Wealth
Mississippi
$238K -$10.1K -111 -4%
RCG
547
Regatta Capital Group
California
$238K -$1.97M -21,595 -90%
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$236K -$75.1K -821 -25%
FAM
549
Frontier Asset Management
Wyoming
$235K -$298K -3,255 -57%
GA
550
Greenspring Advisors
Maryland
$235K -$424K -4,635 -65%
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