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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
551
Parcion Private Wealth
Washington
$270K – – –
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$269K – – –
ACM
553
Advisors Capital Management
New Jersey
$269K -$127K -1,223 -33%
SFPM
554
Sensible Financial Planning & Management
Massachusetts
$269K +$259K +2,495 New
FWTB
555
First Western Trust Bank
Colorado
$268K – – –
VVP
556
Venture Visionary Partners
Ohio
$264K -$8.31K -80 -3%
MCM
557
MidAtlantic Capital Management
Virginia
$263K +$1.25K +12 +0.5%
CPP
558
Capasso Planning Partners
South Carolina
$262K – – –
AFA
559
American Financial Advisors
Georgia
$257K -$32.7K -315 -12%
KV
560
Kickstand Ventures
New York
$254K +$245K +2,361 New
WC
561
Weil Company
California
$251K -$65.4K -630 -21%
CFS
562
Cannon Financial Strategists
Georgia
$249K -$5.19K -50 -2%
MBFW
563
Morton Brown Family Wealth
Pennsylvania
$248K -$42.8K -412 -15%
SSB
564
Sandy Spring Bank
Maryland
$248K – – –
HCP
565
Hardin Capital Partners
South Carolina
$248K +$6.02K +58 +3%
GLA
566
Good Life Advisors
Pennsylvania
$247K +$238K +2,294 New
MIM
567
Marco Investment Management
Georgia
$247K – – –
TH
568
Team Hewins
California
$245K – – –
SG
569
Sharper & Granite
California
$244K +$12.5K +120 +6%
HIMC
570
Heritage Investors Management Corp
Maryland
$242K – – –
PJWM
571
Philip James Wealth Mangement
Georgia
$242K +$1.14K +11 +0.5%
CFG
572
Cosner Financial Group
Colorado
$241K – – –
FM
573
Foster & Motley
Ohio
$241K -$44.4K -428 -16%
SIC
574
Sigma Investment Counselors
Michigan
$239K – – –
KFP
575
Keener Financial Planning
Texas
$239K – – –
21 22
23
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