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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
626
Bogart Wealth LLC
Virginia
$5K – – –
FWM
627
Focused Wealth Management
New York
$5K – – –
RIA
628
RPG Investment Advisory
California
$5K – – –
SWM
629
Sugarloaf Wealth Management
Georgia
$5K – – –
HI
630
Hudock Inc
Pennsylvania
$5K +$101 +1 +2%
WWMSC
631
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$4.44K +44 New
BMD
632
Better Money Decisions
New Mexico
$4K – – –
DWMG
633
DB Wealth Management Group
California
$4K – – –
LDFR
634
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
WFA
635
WestHill Financial Advisors
California
$4K +$4.04K +40 New
YAL
636
Your Advocates Ltd
Texas
$3K – – –
HWMA
637
Heritage Wealth Management (Arizona)
Arizona
$2K – – –
BFG
638
Baron Financial Group
New Jersey
$805 – – –
TAM
639
Tucker Asset Management
Colorado
$104 -$6.16K -61 -98%
CCMG
640
Clark Capital Management Group
Pennsylvania
– -$139M -1,319,702 Closed
OPS
641
Orion Portfolio Solutions
Nebraska
– -$53.8M -510,310 Closed
JMF
642
Johnson Midwest Financial
Iowa
– -$15.8M -150,019 Closed
CFA
643
Camarda Financial Advisors
Florida
– -$9.43M -89,480 Closed
SAS
644
SMI Advisory Services
Indiana
– -$7M -66,391 Closed
NFG
645
Northeast Financial Group
Pennsylvania
– -$5.67M -53,785 Closed
AAP
646
Arax Advisory Partners
Colorado
– -$3.91M -37,070 Closed
FFC
647
Fure Financial Corporation
Minnesota
– -$3.77M -35,720 Closed
SWM
648
SigFig Wealth Management
California
– -$3.73M -35,327 Closed
ASFA
649
All Season Financial Advisors
Colorado
– -$3.71M -35,189 Closed
LWAC
650
Laurel Wealth Advisors (California)
California
– -$3.69M -34,957 Closed
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