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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
601
Ferguson Wellman Capital Management
Oregon
$261K +$266K +2,205 New
PAM
602
Peak Asset Management
Colorado
$261K – – –
TW
603
Towerpoint Wealth
California
$257K +$483 +4 +0.2%
IA
604
IFG Advisors
Missouri
$256K +$22.1K +183 +9%
WAP
605
Wealthcare Advisory Partners
Pennsylvania
$256K -$36K -298 -12%
BC
606
BDFS Capital
Delaware
$256K -$2.78K -23 -1%
SEP
607
Signature Equity Partners
Ohio
$255K -$23.8K -197 -8%
GPA
608
Guidance Point Advisors
Massachusetts
$253K +$725 +6 +0.3%
IIC
609
Integrated Investment Consultants
Michigan
$251K -$30.6K -253 -11%
PWS
610
Proactive Wealth Strategies
Georgia
$251K +$256K +2,118 New
LPP
611
Life Planning Partners
Florida
$250K – – –
BFS
612
Bradley Foster & Sargent
Connecticut
$250K -$37.7K -312 -13%
HI
613
Horizon Investments
North Carolina
$250K +$128K +1,056 +100%
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$249K – – –
WQ
615
Wealth Quarterback
New Jersey
$248K +$242 +2 +0.1%
FAI
616
Fiduciary Advisors Inc
Missouri
$244K -$254K -2,103 -51%
GFA
617
Gallagher Fiduciary Advisors
Illinois
$243K +$483 +4 +0.2%
SS
618
Sunbelt Securities
Texas
$243K +$53K +439 +27%
FP
619
Financial Perspectives
Minnesota
$242K -$45.2K -374 -15%
CRC
620
Curi RMB Capital
Illinois
$241K +$121 +1 +0%
VF
621
Vawter Financial
Ohio
$239K – – –
GWP
622
Gateway Wealth Partners
Wisconsin
$239K +$243K +2,014 New
ATS
623
Ashton Thomas Securities
New York
$238K +$242K +2,006 New
FWI
624
Facet Wealth Inc
Maryland
$238K -$50.3K -416 -17%
SIM
625
Sims Investment Management
Ohio
$238K -$33.7K -279 -12%
23 24
25
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