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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
551
KPP Advisory Services
Kentucky
$256K -$24.4K -258 -9%
SWM
552
Sterling Wealth Management
Illinois
$255K +$242K +2,563 New
DIA
553
Dana Investment Advisors
Wisconsin
$255K -$253K -2,679 -51%
AEPWM
554
Atlantic Edge Private Wealth Management
Florida
$253K -$2.46K -26 -1%
IWA
555
Inspirion Wealth Advisors
Illinois
$251K – – –
HCP
556
Hardin Capital Partners
South Carolina
$250K – – –
WQ
557
Wealth Quarterback
New Jersey
$247K -$311K -3,297 -57%
MCM
558
MidAtlantic Capital Management
Virginia
$247K +$4.34K +46 +2%
BFS
559
Bradley Foster & Sargent
Connecticut
$245K – – –
BFO
560
Boston Family Office
Massachusetts
$244K – – –
GTAM
561
Global Trust Asset Management
Florida
$243K -$29.3K -310 -11%
BBPWM
562
Blue Bell Private Wealth Management
Pennsylvania
$243K -$26.5K -281 -10%
GWP
563
Gen-Wealth Partners
Michigan
$242K +$3.78K +40 +2%
AFA
564
American Financial Advisors
Georgia
$241K -$8.03K -85 -3%
CL
565
CIM LLC
New York
$239K -$73.9K -783 -25%
FP
566
Financial Perspectives
Minnesota
$235K +$378 +4 +0.2%
PIA
567
Panoramic Investment Advisors
Colorado
$233K -$296K -3,135 -57%
QCG
568
Quadrant Capital Group
Ohio
$232K -$26K -275 -11%
MBFW
569
Morton Brown Family Wealth
Pennsylvania
$229K – – –
AUB
570
Atlantic Union Bankshares
Virginia
$229K +$217K +2,300 New
MIM
571
Marco Investment Management
Georgia
$228K – – –
PSCM
572
Per Stirling Capital Management
Texas
$226K -$1.61M -17,017 -88%
PJWM
573
Philip James Wealth Mangement
Georgia
$225K +$14.2K +150 +7%
HIMC
574
Heritage Investors Management Corp
Maryland
$224K – – –
KFP
575
Keener Financial Planning
Texas
$224K +$3.02K +32 +1%
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23
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