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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
576
Evergreen Private Wealth
Colorado
$232K -$85.5K -862 -28%
PJWM
577
Philip James Wealth Mangement
Georgia
$232K +$15.6K +157 +7%
NB
578
Nicolet Bankshares
Wisconsin
$232K – – –
HIMC
579
Heritage Investors Management Corp
Maryland
$231K -$5.56K -56 -2%
PSCM
580
Per Stirling Capital Management
Texas
$230K -$1.32M -13,306 -86%
FM
581
Foster & Motley
Ohio
$230K -$3.47K -35 -2%
KFP
582
Keener Financial Planning
Texas
$229K +$7.64K +77 +4%
GS
583
GTS Securities
Florida
$228K +$220K +2,220 New
WPW
584
Watershed Private Wealth
Illinois
$228K -$95.6K -963 -30%
EW
585
Evoke Wealth
California
$222K +$215K +2,163 New
GWP
586
Gen-Wealth Partners
Michigan
$222K +$214K +2,156 New
HFS
587
Heritage Financial Services
Massachusetts
$218K +$211K +2,126 New
GPA
588
Guidance Point Advisors
Massachusetts
$216K -$496 -5 -0.2%
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$216K – – –
PFA
590
Petra Financial Advisors
Colorado
$214K -$4.86K -49 -2%
BFG
591
Bleakley Financial Group
New Jersey
$214K -$11.9K -120 -5%
SW
592
Simplicity Wealth
New Jersey
$214K +$207K +2,081 New
CCM
593
Coldstream Capital Management
Washington
$213K +$206K +2,073 New
LC
594
LCNB Corp
Ohio
$211K – – –
IW
595
Imprint Wealth
South Carolina
$210K +$206K +2,073 New
PPA
596
Painted Porch Advisors
California
$208K +$2.78K +28 +1%
MFWP
597
Mosaic Family Wealth Partners
Missouri
$207K -$2.08K -21 -1%
JWM
598
Jeppson Wealth Management
California
$206K – – –
CM
599
Columbus Macro
Pennsylvania
$204K +$3.87K +39 +2%
GFA
600
Gallagher Fiduciary Advisors
Illinois
$204K +$695 +7 +0.4%
22 23
24
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