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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
601
Quadrant Capital Group
Ohio
$240K – – –
CPP
602
Capasso Planning Partners
South Carolina
$239K – – –
HIMC
603
Heritage Investors Management Corp
Maryland
$238K – – –
DWM
604
Dogwood Wealth Management
Kansas
$238K +$210K +2,308 New
MIM
605
Marco Investment Management
Georgia
$236K – – –
MCCP
606
Mission Creek Capital Partners
California
$236K +$1.64K +18 +0.8%
FM
607
Foster & Motley
Ohio
$235K +$207K +2,277 New
TH
608
Team Hewins
California
$235K +$208K +2,280 New
BSWA
609
Bromfield Sneider Wealth Advisors
Massachusetts
$234K – – –
NB
610
Nicolet Bankshares
Wisconsin
$232K -$8.2K -90 -4%
TLFA
611
True Link Financial Advisors
California
$232K – – –
IIC
612
Integrated Investment Consultants
Michigan
$229K -$1.73K -19 -0.8%
BFG
613
Bleakley Financial Group
New Jersey
$227K -$108K -1,190 -35%
SS
614
Simplicity Solutions
Minnesota
$227K -$108K -1,190 -35%
SG
615
Sharper & Granite
California
$222K -$22.8K -250 -10%
KFP
616
Keener Financial Planning
Texas
$221K +$196K +2,148 New
PFA
617
Petra Financial Advisors
Colorado
$220K -$3.94M -43,254 -95%
SVWG
618
Shared Vision Wealth Group
United States
$220K +$195K +2,135 New
CWM
619
Congress Wealth Management
Massachusetts
$220K +$194K +2,132 New
GPA
620
Guidance Point Advisors
Massachusetts
$217K -$137K -1,504 -42%
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$216K -$37.4K -410 -16%
BWP
622
Baldwin Wealth Partners
Massachusetts
$216K -$43.9K -482 -19%
PJWM
623
Philip James Wealth Mangement
Georgia
$216K +$191K +2,096 New
LC
624
LCNB Corp
Ohio
$211K +$187K +2,050 New
CWM
625
Cornerstone Wealth Management
Missouri
$211K -$281K -3,080 -60%
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