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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
576
Harbor Investment Advisory
Maryland
$209K +$23K +250 +12%
TH
577
Team Hewins
California
$208K +$210K +2,280 New
FM
578
Foster & Motley
Ohio
$208K +$210K +2,277 New
MHS
579
M Holdings Securities
Oregon
$208K +$210K +2,283 New
BSWA
580
Bromfield Sneider Wealth Advisors
Massachusetts
$207K – – –
CPP
581
Capasso Planning Partners
South Carolina
$206K +$208K +2,260 New
TLFA
582
True Link Financial Advisors
California
$206K +$207K +2,252 New
CW
583
Connectus Wealth
Ohio
$203K -$39.6K -430 -16%
WQ
584
Wealth Quarterback
New Jersey
$202K -$80.3K -872 -28%
IC
585
IEQ Capital
California
$201K -$28.2K -306 -12%
MA
586
Mezzasalma Advisors
New Jersey
$201K +$203K +2,204 New
SAS
587
SMI Advisory Services
Indiana
$201K +$225K +2,440 New
BTI
588
Blue Trust Inc
Georgia
$200K -$6.89M -74,832 -97%
BWP
589
Baldwin Wealth Partners
Massachusetts
$196K – – –
DWP
590
Destiny Wealth Partners
Florida
$193K +$2.21K +24 +1%
GC
591
Garde Capital
Washington
$183K – – –
CA
592
Clearstead Advisors
Ohio
$175K -$19.8K -215 -10%
RA
593
Rise Advisors
New York
$173K +$14.2K +154 +9%
HCM
594
Hollencrest Capital Management
California
$171K +$173K +1,875 New
GRP
595
Global Retirement Partners
California
$166K +$14.1K +153 +9%
JGIA
596
Jackson Grant Investment Advisers
Connecticut
$163K +$460 +5 +0.3%
AWM
597
AllSquare Wealth Management
New York
$163K – – –
LC
598
Lindbrook Capital
California
$150K – – –
PMFA
599
Plante Moran Financial Advisors
Michigan
$149K -$14.4K -156 -9%
LPIC
600
LeJeune Puetz Investment Counsel
Michigan
$146K – – –
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