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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
601
Capasso Planning Partners
South Carolina
$239K – – –
HIMC
602
Heritage Investors Management Corp
Maryland
$238K – – –
DWM
603
Dogwood Wealth Management
Kansas
$238K +$210K +2,308 New
MIM
604
Marco Investment Management
Georgia
$236K – – –
MCCP
605
Mission Creek Capital Partners
California
$236K +$1.64K +18 +0.8%
FM
606
Foster & Motley
Ohio
$235K +$207K +2,277 New
TH
607
Team Hewins
California
$235K +$208K +2,280 New
BSWA
608
Bromfield Sneider Wealth Advisors
Massachusetts
$234K – – –
NB
609
Nicolet Bankshares
Wisconsin
$232K -$8.2K -90 -4%
TLFA
610
True Link Financial Advisors
California
$232K – – –
IIC
611
Integrated Investment Consultants
Michigan
$229K -$1.73K -19 -0.8%
BFG
612
Bleakley Financial Group
New Jersey
$227K -$108K -1,190 -35%
SS
613
Simplicity Solutions
Minnesota
$227K -$108K -1,190 -35%
SG
614
Sharper & Granite
California
$222K -$22.8K -250 -10%
KFP
615
Keener Financial Planning
Texas
$221K +$196K +2,148 New
PFA
616
Petra Financial Advisors
Colorado
$220K -$3.94M -43,254 -95%
SVWG
617
Shared Vision Wealth Group
United States
$220K +$195K +2,135 New
CWM
618
Congress Wealth Management
Massachusetts
$220K +$194K +2,132 New
GPA
619
Guidance Point Advisors
Massachusetts
$217K -$137K -1,504 -42%
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$216K -$37.4K -410 -16%
BWP
621
Baldwin Wealth Partners
Massachusetts
$216K -$43.9K -482 -19%
PJWM
622
Philip James Wealth Mangement
Georgia
$216K +$191K +2,096 New
LC
623
LCNB Corp
Ohio
$211K +$187K +2,050 New
CWM
624
Cornerstone Wealth Management
Missouri
$211K -$281K -3,080 -60%
MFWP
625
Mosaic Family Wealth Partners
Missouri
$210K +$186K +2,040 New
23 24
25
26 27