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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
551
Tarbox Family Office
California
$7K – – –
MIM
552
MTM Investment Management
South Carolina
$7K +$6.54K +90 New
FFA
553
Founders Financial Alliance
North Carolina
$6K – – –
MCM
554
MV Capital Management
Maryland
$6K +$5.6K +77 New
BA
555
Ballast Advisors
Minnesota
$5K – – –
CBT
556
CoreFirst Bank & Trust
Kansas
$5K +$4.07K +56 New
GEA
557
Glen Eagle Advisors
New Jersey
$4.88K +$4.36K +60 New
SWM
558
Sugarloaf Wealth Management
Georgia
$4K -$73 -1 -2%
RCA
559
Rowland Carmichael Advisors
Arizona
$4K – – –
RIA
560
RPG Investment Advisory
California
$4K – – –
YAL
561
Your Advocates Ltd
Texas
$4K – – –
HI
562
Hudock Inc
Pennsylvania
$4K +$73 +1 +2%
AWM
563
Accel Wealth Management
Iowa
$4K +$3.2K +44 New
DWMG
564
DB Wealth Management Group
California
$4K +$3.2K +44 New
LDFR
565
Lehman & Derafelo Financial Resources
Pennsylvania
$3K – – –
NG
566
NWK Group
California
$3K – – –
PP
567
Pacifica Partners
Canada
$3K +$2.33K +32 New
PCA
568
Peddock Capital Advisors
Massachusetts
$3K +$2.4K +33 New
WFA
569
WestHill Financial Advisors
California
$3K +$2.91K +40 New
TIAM2
570
Tru Independence Asset Management 2
Oregon
$2K +$1.45K +20 New
TAM
571
Townsend Asset Management
North Carolina
$2K +$1.6K +22 New
JMF
572
Johnson Midwest Financial
Iowa
$2K +$1.74K +24 New
GI
573
Gradient Investments
Minnesota
$1K -$799 -11 -50%
BFG
574
Baron Financial Group
New Jersey
$650 – – –
CCFM
575
Clear Creek Financial Management
Washington
– -$2.84M -46,396 Closed
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