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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
526
Warner Financial
Maryland
$299K +$425 +4 +0.1%
WQ
527
Wealth Quarterback
New Jersey
$299K +$23.6K +222 +9%
LBC
528
Lowe Brockenbrough & Co
Virginia
$299K – – –
DT
529
Diversified Trust
Tennessee
$298K – – –
SSWM
530
Smith Salley Wealth Management
North Carolina
$296K +$6.9K +65 +2%
VFG
531
Victory Financial Group
Texas
$292K -$92.4K -870 -25%
MKW
532
Mullaney, Keating & Wright
Connecticut
$289K +$743 +7 +0.3%
AW
533
Avion Wealth
Texas
$288K – – –
LPP
534
Life Planning Partners
Florida
$287K – – –
DFG
535
Dynamic Financial Group
Iowa
$286K -$6.69K -63 -2%
MC
536
Moors & Cabot
Massachusetts
$285K -$4.04K -38 -1%
MFC
537
Mechanics Financial Corp
Ohio
$285K – – –
SWM
538
Sterling Wealth Management
Illinois
$284K +$212 +2 +0.1%
SI
539
Saxon Interests
Texas
$284K +$275K +2,589 New
KAS
540
KPP Advisory Services
Kentucky
$283K -$1.27K -12 -0.5%
AEPWM
541
Atlantic Edge Private Wealth Management
Florida
$281K – – –
SIM
542
Sims Investment Management
Ohio
$281K -$36.5K -344 -12%
WG
543
Welch Group
Alabama
$279K +$268K +2,526 New
B
544
Bensler
Washington
$279K -$36K -339 -12%
MCM
545
MidAtlantic Capital Management
Virginia
$274K +$106 +1 +0%
IWA
546
Inspirion Wealth Advisors
Illinois
$272K – – –
BFS
547
Bradley Foster & Sargent
Connecticut
$272K – – –
HCP
548
Hardin Capital Partners
South Carolina
$271K – – –
VVP
549
Venture Visionary Partners
Ohio
$271K -$33.3K -314 -11%
BBPWM
550
Blue Bell Private Wealth Management
Pennsylvania
$270K – – –
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