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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
551
Anchor Investment Management
South Carolina
$232K – – –
CW
552
Connectus Wealth
Ohio
$230K +$4.11K +45 +2%
BMCM
553
Bryn Mawr Capital Management
Pennsylvania
$229K +$220K +2,406 New
H
554
HoyleCohen
California
$228K +$220K +2,402 New
QPWM
555
Quadrant Private Wealth Management
Pennsylvania
$228K -$21.5K -235 -9%
VFA
556
Valeo Financial Advisors
Indiana
$226K -$9.96K -109 -4%
AP
557
Atwood & Palmer
Missouri
$225K – – –
RRC
558
Relaxing Retirement Coach
Massachusetts
$225K – – –
GL
559
Graypoint LLC
New York
$225K +$217K +2,370 New
AAP
560
Arax Advisory Partners
Colorado
$225K -$1.25M -13,622 -85%
TFS
561
Thoroughbred Financial Services
Tennessee
$225K – – –
SG
562
Sharper & Granite
California
$224K +$216K +2,360 New
PA
563
PFG Advisors
Arizona
$224K -$67K -733 -24%
CFS
564
Cannon Financial Strategists
Georgia
$224K – – –
NB
565
Nicolet Bankshares
Wisconsin
$223K – – –
QCG
566
Quadrant Capital Group
Ohio
$222K -$107K -1,166 -33%
CPP
567
Capasso Planning Partners
South Carolina
$220K +$4.94K +54 +2%
PFO
568
Pathstone Family Office
New Jersey
$219K +$211K +2,304 New
HIMC
569
Heritage Investors Management Corp
Maryland
$219K – – –
MIM
570
Marco Investment Management
Georgia
$218K -$1.1K -12 -0.5%
SI
571
Saxon Interests
Texas
$218K +$209K +2,289 New
MCCP
572
Mission Creek Capital Partners
California
$217K -$1.46K -16 -0.7%
FM
573
Foster & Motley
Ohio
$217K – – –
TH
574
Team Hewins
California
$217K – – –
FFN
575
Focus Financial Network
Minnesota
$216K -$596K -6,521 -74%
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