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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
601
Fiduciary Trust
Massachusetts
$239K – – –
FDCDDQ
602
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237K – – –
FWMP
603
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$235K +$240K +2,164 New
EW
604
Evoke Wealth
California
$235K – – –
PWM
605
Perigon Wealth Management
California
$235K +$10.5K +95 +5%
BFC
606
Bedel Financial Consulting
Indiana
$235K +$235K +2,122 New
GWP
607
Gen-Wealth Partners
Michigan
$234K – – –
FFM
608
Forum Financial Management
Illinois
$234K +$239K +2,155 New
HFS
609
Heritage Financial Services
Massachusetts
$231K – – –
GPA
610
Guidance Point Advisors
Massachusetts
$231K +$1.11K +10 +0.5%
BFG
611
Bleakley Financial Group
New Jersey
$229K +$6.32K +57 +3%
FMII
612
Farmers & Merchants Investments Inc
Nebraska
$228K – – –
PFA
613
Petra Financial Advisors
Colorado
$227K – – –
AWM
614
Aprio Wealth Management
Georgia
$225K +$230K +2,075 New
ACM
615
Advisors Capital Management
New Jersey
$225K -$47.1K -425 -17%
SG
616
Sharper & Granite
California
$225K -$22.2K -200 -9%
KP
617
Keel Point
Alabama
$224K +$229K +2,066 New
IA
618
IFG Advisory
Georgia
$223K +$228K +2,053 New
PPA
619
Painted Porch Advisors
California
$223K +$2.44K +22 +1%
IIC
620
Integrated Investment Consultants
Michigan
$221K +$4.1K +37 +2%
VF
621
Vawter Financial
Ohio
$219K – – –
GFA
622
Gallagher Fiduciary Advisors
Illinois
$219K +$998 +9 +0.4%
BOPW
623
Brandywine Oak Private Wealth
Pennsylvania
$218K +$2.22K +20 +1%
JWM
624
Jeppson Wealth Management
California
$217K – – –
GSWM
625
Greenup Street Wealth Management
Michigan
$216K -$4.74M -42,776 -96%
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