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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
551
Prosperity Planning
Missouri
$232K – – –
NCM
552
Narwhal Capital Management
Georgia
$231K -$92 -1 -0%
KOC
553
Koss-Olinger Consulting
Florida
$231K +$233K +2,526 New
IWA
554
Inspirion Wealth Advisors
Illinois
$231K -$1.84K -20 -0.8%
FP
555
Financial Perspectives
Minnesota
$230K -$5.25K -57 -2%
CWA
556
CM Wealth Advisors
Ohio
$230K -$14.6K -159 -6%
MWM
557
Merriman Wealth Management
Washington
$227K -$22.4K -243 -9%
PCA
558
Personal Capital Advisors
California
$226K +$228K +2,473 New
CBFP
559
Cedar Brook Financial Partners
Ohio
$225K +$227K +2,469 New
PPW
560
Parcion Private Wealth
Washington
$225K -$97.7K -1,061 -30%
AIM
561
Anchor Investment Management
South Carolina
$225K – – –
VA
562
Valmark Advisers
Ohio
$224K +$226K +2,451 New
SIC
563
Sigma Investment Counselors
Michigan
$222K -$11.5K -125 -5%
IIC
564
Integrated Investment Consultants
Michigan
$222K +$224K +2,428 New
CST
565
Charles Schwab Trust
Nevada
$219K +$221K +2,400 New
SB
566
Simmons Bank
Arkansas
$218K -$19.4K -211 -8%
AP
567
Atwood & Palmer
Missouri
$217K – – –
RRC
568
Relaxing Retirement Coach
Massachusetts
$216K +$218K +2,370 New
TFS
569
Thoroughbred Financial Services
Tennessee
$216K +$218K +2,371 New
QCIG
570
Quad-Cities Investment Group
Iowa
$216K -$21.5K -234 -9%
CFS
571
Cannon Financial Strategists
Georgia
$215K +$217K +2,359 New
NB
572
Nicolet Bankshares
Wisconsin
$214K +$216K +2,343 New
MCCP
573
Mission Creek Capital Partners
California
$214K +$216K +2,341 New
QCG
574
Quadrant Capital Group
Ohio
$213K +$126K +1,364 +141%
HIMC
575
Heritage Investors Management Corp
Maryland
$211K +$212K +2,306 New
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