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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
601
Peak Asset Management
Colorado
$261K – – –
TW
602
Towerpoint Wealth
California
$257K +$483 +4 +0.2%
IA
603
IFG Advisors
Missouri
$256K +$22.1K +183 +9%
WAP
604
Wealthcare Advisory Partners
Pennsylvania
$256K -$36K -298 -12%
BC
605
BDFS Capital
Delaware
$256K -$2.78K -23 -1%
SEP
606
Signature Equity Partners
Ohio
$255K -$23.8K -197 -8%
GPA
607
Guidance Point Advisors
Massachusetts
$253K +$725 +6 +0.3%
IIC
608
Integrated Investment Consultants
Michigan
$251K -$30.6K -253 -11%
PWS
609
Proactive Wealth Strategies
Georgia
$251K +$256K +2,118 New
LPP
610
Life Planning Partners
Florida
$250K – – –
BFS
611
Bradley Foster & Sargent
Connecticut
$250K -$37.7K -312 -13%
HI
612
Horizon Investments
North Carolina
$250K +$128K +1,056 +100%
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$249K – – –
WQ
614
Wealth Quarterback
New Jersey
$248K +$242 +2 +0.1%
FAI
615
Fiduciary Advisors Inc
Missouri
$244K -$254K -2,103 -51%
GFA
616
Gallagher Fiduciary Advisors
Illinois
$243K +$483 +4 +0.2%
SS
617
Sunbelt Securities
Texas
$243K +$53K +439 +27%
FP
618
Financial Perspectives
Minnesota
$242K -$45.2K -374 -15%
CRC
619
Curi RMB Capital
Illinois
$241K +$121 +1 +0%
VF
620
Vawter Financial
Ohio
$239K – – –
GWP
621
Gateway Wealth Partners
Wisconsin
$239K +$243K +2,014 New
ATS
622
Ashton Thomas Securities
New York
$238K +$242K +2,006 New
FWI
623
Facet Wealth Inc
Maryland
$238K -$50.3K -416 -17%
SIM
624
Sims Investment Management
Ohio
$238K -$33.7K -279 -12%
PWM
625
Perigon Wealth Management
California
$238K -$2.29K -19 -0.9%
23 24
25
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