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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
526
Cypress Financial Planning
New Jersey
$350K -$96.4K -1,058 -23%
WT
527
Whittier Trust
California
$344K – – –
S
528
SimplyRich
California
$344K +$304K +3,334 New
CFG
529
Cosner Financial Group
Colorado
$342K -$9.16M -100,554 -97%
B
530
Bensler
Washington
$339K +$638 +7 +0.2%
RPSA
531
Richard P. Slaughter Associates
Texas
$338K -$2.19K -24 -0.7%
KBFS
532
Kohmann Bosshard Financial Services
Ohio
$338K +$8.75K +96 +3%
EFS
533
Essex Financial Services
Connecticut
$335K -$7.38K -81 -2%
AF
534
Apexium Financial
Texas
$333K +$295K +3,235 New
MC
535
Moors & Cabot
Massachusetts
$333K -$92.9K -1,019 -24%
QCM
536
Quantinno Capital Management
New York
$332K – – –
BFA
537
Beacon Financial Advisory
Ohio
$332K +$293K +3,217 New
CAG
538
Crestwood Advisors Group
Massachusetts
$330K -$9.11K -100 -3%
WPW
539
Watershed Private Wealth
Illinois
$328K -$129K -1,420 -31%
PIA
540
Panoramic Investment Advisors
Colorado
$325K – – –
LPP
541
Life Planning Partners
Florida
$325K +$287K +3,151 New
KWS
542
Keystone Wealth Services
California
$323K -$5.19K -57 -2%
EPW
543
Evergreen Private Wealth
Colorado
$322K +$284K +3,122 New
OSAM
544
O'Shaughnessy Asset Management
Connecticut
$319K +$7.11K +78 +3%
SGI
545
Summit Global Investments
Utah
$318K – – –
IA
546
IFG Advisors
Missouri
$316K -$23.9K -262 -8%
HR
547
Howe & Rusling
New York
$316K +$4.19K +46 +2%
CL
548
CIM LLC
New York
$314K +$16.6K +182 +6%
MFC
549
Mechanics Financial Corp
Ohio
$309K -$21K -230 -7%
GTAM
550
Global Trust Asset Management
Florida
$306K -$18.2K -200 -6%
20 21
22
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