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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
601
Jackson Grant Investment Advisers
Connecticut
$186K +$755 +8 +0.4%
PMFA
602
Plante Moran Financial Advisors
Michigan
$185K – – –
OP
603
ORG Partners
Indiana
$184K +$10K +106 +6%
MCM
604
MV Capital Management
Maryland
$179K -$82.3K -872 -33%
NB
605
NBT Bank
New York
$177K -$1.42K -15 -0.8%
HIA
606
Harbor Investment Advisory
Maryland
$177K -$14.2K -150 -8%
GC
607
Garde Capital
Washington
$171K – – –
HWA
608
HHM Wealth Advisors
Tennessee
$165K – – –
GWM
609
Geneos Wealth Management
Colorado
$155K +$40K +424 +37%
HWM
610
HighMark Wealth Management
Minnesota
$154K +$108K +1,145 +283%
MPCG
611
Matrix Private Capital Group
New York
$154K +$146K +1,547 New
AIA
612
Arcadia Investment Advisors
Idaho
$153K – – –
VWA
613
VSM Wealth Advisory
Maryland
$152K +$189 +2 +0.1%
WCM
614
Winthrop Capital Management
Indiana
$152K – – –
CT
615
Coastline Trust
Rhode Island
$139K -$48.6K -515 -27%
ACA
616
Aptus Capital Advisors
Alabama
$138K +$189 +2 +0.1%
DWM
617
Dogwood Wealth Management
Kansas
$132K +$189 +2 +0.2%
RA
618
Rise Advisors
New York
$132K -$2.55K -27 -2%
OC
619
Oakworth Capital
Alabama
$132K -$36.7K -389 -23%
AIC
620
Archer Investment Corporation
Indiana
$130K – – –
AWM
621
AllSquare Wealth Management
New York
$128K -$47.2K -500 -28%
AP
622
Atwood & Palmer
Missouri
$126K – – –
LI
623
LRI Investments
Florida
$125K – – –
CWM
624
Copia Wealth Management
Oregon
$125K – – –
HAP
625
Harbor Asset Planning
Massachusetts
$124K +$118K +1,250 New
23 24
25
26 27