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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
576
Wedmont Private Capital
Pennsylvania
$274K -$42.2K -440 -13%
BC
577
Bartlett & Co
Ohio
$274K – – –
BOPW
578
Brandywine Oak Private Wealth
Pennsylvania
$271K -$167K -1,743 -36%
WWM
579
Windsor Wealth Management
Indiana
$270K -$75K -782 -20%
OSAM
580
O'Shaughnessy Asset Management
Connecticut
$269K – – –
QPWM
581
Quadrant Private Wealth Management
Pennsylvania
$269K +$290K +3,021 New
HR
582
Howe & Rusling
New York
$268K – – –
EW
583
Element Wealth
Mississippi
$268K +$863 +9 +0.3%
WH
584
Willner & Heller
California
$267K +$9.59K +100 +3%
MAM
585
MMA Asset Management
Pennsylvania
$266K +$96 +1 +0%
FCBT
586
First Citizens Bank & Trust
North Carolina
$266K +$81.5K +850 +40%
HIM
587
Hanlon Investment Management
New Jersey
$265K +$285K +2,973 New
UL
588
Unionview LLC
Washington
$265K +$286K +2,981 New
SSB
589
Sandy Spring Bank
Maryland
$263K -$1.53K -16 -0.5%
MWM
590
Merriman Wealth Management
Washington
$261K -$143M -1,488,414 -100%
AIA
591
Arcadia Investment Advisors
Idaho
$259K – – –
AW
592
Avion Wealth
Texas
$258K – – –
CT
593
Columbia Trust
Oregon
$258K – – –
SFWA
594
Summit Financial Wealth Advisors
Louisiana
$255K +$263K +2,740 New
WWM
595
Western Wealth Management
Colorado
$255K +$269K +2,806 New
FA
596
Fiducient Advisors
Illinois
$254K -$2.01K -21 -0.7%
TC
597
TownSquare Capital
Utah
$254K +$273K +2,852 New
FWTB
598
First Western Trust Bank
Colorado
$251K – – –
AWM
599
Alterna Wealth Management
Texas
$249K +$268K +2,800 New
SFWC
600
Strategic Family Wealth Counselors
New Jersey
$247K -$44.5K -464 -14%
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