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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
551
TRUE Private Wealth Advisors
Oregon
$309K +$333K +3,473 New
MIC
552
Means Investment Company
Maine
$307K +$384 +4 +0.1%
BCA
553
Bay Colony Advisors
Massachusetts
$305K -$83.5K -871 -22%
JE
554
JMAC Enterprises
Pennsylvania
$303K -$24K -250 -7%
CIR
555
Clear Investment Research
Georgia
$299K +$5.27K +55 +2%
SIMM
556
Stillwater Investment Management (Minnesota)
Minnesota
$298K +$1.05K +11 +0.3%
S
557
SimplyRich
California
$296K – – –
SFG
558
Sage Financial Group
Pennsylvania
$296K +$319K +3,324 New
SGI
559
Summit Global Investments
Utah
$295K +$96 +1 +0%
B
560
Bensler
Washington
$294K +$288 +3 +0.1%
ML
561
Mayport LLC
Massachusetts
$294K – – –
SPL
562
Smart Portfolios LLC
Washington
$294K +$20.2K +211 +8%
F
563
F3Logic
Minnesota
$293K +$21.2K +221 +7%
EI
564
Ellevest Inc
New York
$290K +$575 +6 +0.2%
SC
565
SouthState Corp
Florida
$289K – – –
MFC
566
Mechanics Financial Corp
Ohio
$287K – – –
PP
567
Prosperity Planning
Missouri
$287K – – –
RFWA
568
RPg Family Wealth Advisory
Massachusetts
$286K – – –
DC
569
Davenport & Co
Virginia
$286K +$49.7K +518 +19%
WWA
570
WCG Wealth Advisors
Nevada
$286K +$308K +3,210 New
KBFS
571
Kohmann Bosshard Financial Services
Ohio
$283K – – –
JWCA
572
J.W. Cole Advisors
Florida
$283K +$2.11K +22 +0.7%
WAL
573
W Advisors LLC
Tennessee
$283K +$304K +3,172 New
BCI
574
Brinker Capital Investments
Pennsylvania
$283K +$305K +3,177 New
CIAS
575
Capital Investment Advisory Services
North Carolina
$276K +$281K +2,930 +1,703%
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