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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
626
Mainstay Capital Management
Michigan
$212K -$12K -125 -5%
TFS
627
Thoroughbred Financial Services
Tennessee
$211K -$37.3K -389 -14%
AP
628
Atwood & Palmer
Missouri
$211K – – –
RRC
629
Relaxing Retirement Coach
Massachusetts
$211K – – –
AFP
630
Advus Financial Partners
Florida
$210K +$227K +2,363 New
SF
631
SBK Financial
Virginia
$210K – – –
KAM
632
Kraft Asset Management
Tennessee
$210K +$226K +2,356 New
MHS
633
M Holdings Securities
Oregon
$209K -$97.5K -1,017 -30%
AIM
634
Anchor Investment Management
South Carolina
$206K – – –
EWA
635
EverSource Wealth Advisors
Alabama
$206K +$222K +2,312 New
IA
636
IFG Advisors
Missouri
$205K +$221K +2,301 New
CPP
637
Capasso Planning Partners
South Carolina
$204K +$8.72K +91 +4%
IF
638
Intrua Financial
Texas
$204K +$220K +2,292 New
MIM
639
Marco Investment Management
Georgia
$204K +$220K +2,292 New
FM
640
Foster & Motley
Ohio
$203K – – –
BSWA
641
Bromfield Sneider Wealth Advisors
Massachusetts
$202K – – –
NL
642
Navalign LLC
California
$200K +$96 +1 +0%
FCA
643
FinTrust Capital Advisors
South Carolina
$195K +$192K +2,000 +1,852%
BWP
644
Baldwin Wealth Partners
Massachusetts
$191K – – –
DWP
645
Destiny Wealth Partners
Florida
$186K +$96 +1 +0%
HIA
646
Harbor Investment Advisory
Maryland
$183K +$37.5K +391 +23%
JPLA
647
Joseph P. Lucia & Associates
New York
$179K – – –
GC
648
Garde Capital
Washington
$179K +$2.69K +28 +1%
MFT
649
Moisand Fitzgerald Tamayo
Florida
$174K +$84.6K +882 +82%
CA
650
Clearstead Advisors
Ohio
$171K – – –
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26
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