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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
626
Camelot Technology Advisors
California
$215K +$554 +5 +0.3%
MFWP
627
Mosaic Family Wealth Partners
Missouri
$215K -$1.44K -13 -0.7%
SI
628
Saxon Interests
Texas
$214K -$5.1K -46 -2%
BFA
629
Benningfield Financial Advisors
California
$213K +$218K +1,965 New
CT
630
Coastline Trust
Rhode Island
$213K -$554 -5 -0.3%
WPW
631
Watershed Private Wealth
Illinois
$212K – – –
HIA
632
Harbor Investment Advisory
Maryland
$210K – – –
WIM
633
Westside Investment Management
California
$209K +$11.4K +103 +6%
TCOTS
634
Trust Company of the South
North Carolina
$209K – – –
WCF
635
West Coast Financial
California
$208K – – –
KWAG
636
Kiely Wealth Advisory Group
North Carolina
$207K – – –
DWM
637
Drive Wealth Management
Utah
$207K – – –
PG
638
Prostatis Group
Maryland
$203K +$207K +1,872 New
AIA
639
Arcadia Investment Advisors
Idaho
$202K – – –
PMFA
640
Plante Moran Financial Advisors
Michigan
$202K +$35.4K +319 +21%
MA
641
MONECO Advisors
Connecticut
$201K +$205K +1,853 New
JGIA
642
Jackson Grant Investment Advisers
Connecticut
$201K +$998 +9 +0.5%
VCM
643
Vivaldi Capital Management
Illinois
$201K +$199K +1,795 New
JPLA
644
Joseph P. Lucia & Associates
New York
$200K +$204K +1,844 New
NB
645
NBT Bank
New York
$200K -$1.77K -16 -0.9%
AWM
646
AllSquare Wealth Management
New York
$194K – – –
HI
647
Horizon Investments
North Carolina
$192K +$196K +1,772 New
OP
648
ORG Partners
Indiana
$189K -$2.33K -21 -1%
GC
649
Garde Capital
Washington
$186K -$10.8K -97 -5%
FLP
650
Financial Life Planners
Arizona
$183K +$187K +1,685 New
24 25
26
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