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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
551
Greenup Street Wealth Management
Michigan
$236K +$239K +2,427 New
SFS
552
Sharp Financial Services
Pennsylvania
$233K – – –
IIC
553
Integrated Investment Consultants
Michigan
$233K – – –
MWM
554
Marion Wealth Management
Pennsylvania
$231K +$233K +2,373 New
H
555
HoyleCohen
California
$230K – – –
CFS
556
Cannon Financial Strategists
Georgia
$229K – – –
DC
557
Destiny Capital
Colorado
$229K +$232K +2,356 New
VFG
558
Victory Financial Group
Texas
$228K -$7.47K -76 -3%
PP
559
Prosperity Planning
Missouri
$226K – – –
HCP
560
Hardin Capital Partners
South Carolina
$224K +$226K +2,303 New
SSB
561
Sandy Spring Bank
Maryland
$224K -$24.6K -250 -10%
MIM
562
Marco Investment Management
Georgia
$223K -$38.1K -388 -14%
BCI
563
Brinker Capital Investments
Pennsylvania
$222K -$49.3K -502 -18%
OPS
564
Orion Portfolio Solutions
Nebraska
$222K -$49.3K -502 -18%
TH
565
Team Hewins
California
$222K – – –
HIMC
566
Heritage Investors Management Corp
Maryland
$219K – – –
CFG
567
Cosner Financial Group
Colorado
$218K -$27.5K -280 -11%
PSCM
568
Per Stirling Capital Management
Texas
$218K +$295 +3 +0.1%
PJWM
569
Philip James Wealth Mangement
Georgia
$217K -$1.77K -18 -0.8%
KFP
570
Keener Financial Planning
Texas
$216K – – –
SIC
571
Sigma Investment Counselors
Michigan
$216K -$35.9K -365 -14%
PAM
572
Peak Asset Management
Colorado
$214K -$41.3K -420 -16%
FFN
573
Focus Financial Network
Minnesota
$213K +$196K +1,995 New
GWP
574
Gen-Wealth Partners
Michigan
$210K – – –
SG
575
Sharper & Granite
California
$209K +$211K +2,150 New
21 22
23
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